The holiday season, while festive, can also be a time of reflection, especially for those who have recently experienced the loss of a loved one. The aftermath of such a loss often involves navigating the complexities of probate and trust administration. Here’s a step-by-step guide to help you through this challenging time:

1. Immediate Steps

For those requiring continuous medical attention, nursing homes offer round-the-clock care. They cater to individuals with advanced health concerns or conditions like progressive stages of dementia.

2. Locate Important Documents

Find the deceased's will, trust documents, and any related paperwork. These documents will guide the next steps and determine whether probate is necessary.

3. Seek Legal Counsel

Consider consulting with an estate attorney. They can provide clarity on the process, help you understand your role, and ensure all legal requirements are met.

4. Initiate the Probate Process

If the deceased left a will and assets that aren't designated to bypass probate (like certain joint assets), you'll need to initiate the probate process. This involves validating the will, appointing an executor, and notifying beneficiaries.

5. Trust Administration

If there's a trust, the successor trustee will manage the distribution of assets according to the trust's terms. This can sometimes bypass the probate process, making it a smoother transition.

6. Settle Debts and Taxes

Before distributing assets, the deceased's debts, and any estate taxes must be settled. Ensure all financial obligations are met to avoid potential legal complications.

7. Distribute Assets

Once debts and taxes are settled, assets can be distributed to beneficiaries as outlined in the will or trust.

8. Close the Estate

After all tasks are completed, the estate or trust can be officially closed, marking the end of the administrative process.

Losing a loved one is never easy, and dealing with legal procedures can add to the stress. However, understanding the steps involved can provide some clarity during a tumultuous time. Our team is here to support and guide you through every stage, ensuring that your loved one's wishes are honored and the process is as seamless as possible.

—

If you want to get started on your estate plan, read about our estate planning services and schedule an appointment. If you need help with probate or trust administration, read about our services and schedule an appointment here.

To your family's health + happiness.

~Candice N. Aiston