How to Get Started


The best way to get started is to call our office to schedule an appointment for a consultation with one of our attorneys. If you can, please try to bring the following items with you to the appointment:

  • Trust document
  • Any Wills
  • Death certificates (if you have already received them)
  • Any statements from financial institutions that are currently available to you
  • List of real property owned by the decedent
  • Information about any other assets
  • Information about any known creditors
  • Beneficiary addresses