How to get started

The best way to get started is to call our office for a consultation. If you can, please try to bring the following items:

  • The decedent’s Will (if there is one)
  • Death certificates (if you have already received them)
  • Statements for bank accounts/brokerage accounts/retirement accounts/insurance policies
  • List of real property owned by the decedent
  • Information about any other assets
  • Information about any known creditors
  • Beneficiary/heir addresses