With this in mind, you are ready to start the process of either opening a probate estate or transferring assets.
I'm in charge, now what?
To start, you need to understand how assets transfer when someone dies.
Your Estate Plan
The same rules apply when putting together your will or trust. How is the asset owned and how will it transfer?
Our first meeting
Bring the following to our first meeting:
After answering these questions we can discuss the Estate Plan that fits for you. Generally, we do this on a flat fee and will quote you a price before drafting any documents.