HERE FOR YOU AT EVERY STEP AND EVERY STAGE OF PROBATE.

Meeting someone for the first time, and then having to talk about something as personal as the loss of a loved one, plus an estate to administrate can be overwhelming. We know how difficult this can be. We reduce the difficulty by clarifying the path forward, simplifying what needs to be done and by what date, then helping you do it. This provides you with a peace of mind knowing you’re making the best decision now and down the road.


 
 

WHAT YOU CAN EXPECT WHEN WORKING WITH US:

  • A Probate specialist who understands your big picture, designs a plan tailored to your goals, and works with you to achieve each one 

  • A pressure-free environment

  • Jargon-free conversations

  • Help seeing your Probate blind spots and ways to account for them

  • Answers to questions you have, and the ones you never knew you had


HOW TO MAKE THE MOST OF YOUR FIRST VISIT WITH US

  1. Have your estate information ready so we can learn about where you are today

  2. Bring a list of any concerns or questions so we can help you determine your best next step

  3. If you are sharing the administration of the estate with anyone else, plan for them to be present