Getting Started – Estate and Trust Administration

Follow the steps below to begin the estate and trust administration process:

Step 1.

Contact our office to schedule an initial consultation.

CONTACT US

Step 2.

For help administering the estate and any trusts of someone who has recently passed away, download, complete, and return our confidential estate administration questionnaire.

FOR SURVIVING SPOUSE AS EXECUTOR
FOR OTHER EXECUTORS

Step 3.

Provide us with the relevant wills, trusts, deeds, and other documents related to the estate.

Doug Tomlinson photography
Special thank you to nature photographer Doug Tomlinson for allowing us to use his artwork throughout this site. All imagery is copyrighted by the artist and may not be reproduced.