Services

Estate Administration

Compassionate, structured support for probate and trust administration — so you can focus on your family while we handle the details.

Probate & Trust Administration

When a loved one dies, managing their estate requires careful attention at a time when attention is hard to give. We provide personalized guidance through every stage of the administration process — whether the estate passes through probate or through a revocable living trust.

Our goal is to honor the deceased's wishes, reduce your stress, and bring the estate to a proper close efficiently and with care.

What We Handle

Court filings and notice requirements

Asset identification and marshaling

Creditor notification and management

Beneficiary communication

Distribution of estate assets

Final accounting and estate closure

What to Expect

Initial Checklist

Before your first meeting, we provide a checklist of information to gather — so you arrive prepared and our time together is as productive as possible.

First Meeting

We review the estate assets, identify beneficiaries, and understand your needs. We explain the administrator's role and how we'll assist with notice requirements, court filings, asset marshaling, creditor management, and distribution.

Ongoing Administration

We work alongside you at regular check-in points throughout the process — the frequency varies based on your preference and the complexity of the estate.

Final Review & Closure

We conduct a final review to confirm everything has been completed and the estate is properly closed.