Probate and Trust Administration
From all of us at Phillips Estate Law, we are sorry for your loss. Please accept our sincere condolences.
When a loved one has passed, it is our desire to walk with you through the details of your loved one’s estate.
Probate is the process of gathering assets, paying debts and taxes, and distributing assets according to the provision in your Will.
Please take the time to fill out our Probate Information Form. Once received, our team will be in contact with you to scheduled an appointment with one of our attorneys.
In order to best prepare for the meeting, it would be helpful to begin gathering the following information:
1. Certificate of Death
2. Bank (checking, savings, CDs, Money Market accounts), investment account, IRA account statements covering the date of death
3. Copy of the deed to your residence (showing the Grantee language – in whose name is the residence?)
4. Vehicle title or registration
5. Life insurance and/or Annuity information
6. Other asset? Please gather information on these as well.
