Learn

Tag Archives: Probate

Common Questions About Probate

What is probate? Before the¬†terms of your will can be carried out the court must accept the document. Probate is the name for the acceptance process. What¬†documents are needed for probate? The court needs a copy of the will and a death certificate. Once the process is underway, an inventory of all assets and debts […]

Posted in Beneficiary Designations, Estate Planning |

Successor Trustee

SUCCESSOR TRUSTEE Many clients wonder who should be selected as their successor trustee, or if they have a will, the personal representative. The following assumes there is no person who is an appropriate choice and therefore they will be looking for a corporate trustee, typically a bank trust department. When looking for a corporate trustee, […]

Posted in Uncategorized | Also tagged