Tag Archives: Probate
What is probate?
court supervised distribution of a deceased person’s assets
Posted in Estate Planning
Also tagged Estate Planning, Probate Court, Wills
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 Estate Planning
