A loved one died and I need help! |
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 What estate planning documents did the loved one have? |
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 I found a will. |
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| I found a trust. |
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A trust is different from a will in that it usually allows for the private distribution of assets. The trust provides for the appointment of a successor trustee to manage the process after the death of the loved on. The process is usually commenced by sending a notice of administration to relatives and beneficiaries. Depending on the terms of the trust, successor trustee may be required to continuing holding assets, prepare an accounting or file tax returns. It is important to remember that a trust only governs assets that are actually held in the name of the trust. Even with a trust, it is important to remember that there still may be times where it is necessary or advisable to commence a probate proceeding. After reviewing your estate planning documents, we can help you determine your next steps including whether or not to file a probate proceeding. |
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| What if I can’t find any estate planning documents? |
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 Do I need to file a probate? |
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| How do I manage this process when I live far away? |
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| The bureaucracy is holding everything up; what can I do? |
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| The person in charge is being secretive; what can I do? |
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| It appears that there is stealing from the estate; what can I do? |
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| The will or trust was changed under suspicious circumstances; what can I do? |
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