Information To Download
For Your Free (Up to One (1) Hour) Initial Probate or Trust Settlement Consultation
and to Bring to our First Meeting
We use the Short Checklist below during our initial meeting to determine if (1) the decedent's Personal Representative or Trustee needs to file an estate tax return, (2) there are assets which require the appointment of a Personal Representative, (3) more simplified procedures can be used and (4) to spot numerous other potential issues.
If the Short Checklist indicates that either the appointment of a Personal Representative or the filing of an estate tax return is required, then we normally have a longer second conference to review the Long Checklist. With the Long Checklist, we review the duties and responsibilities of Personal Representative(s) and Trustee(s). During the meeting, we explain the probate and/or trust settlement procedures and assign duties and responsibilities between the Personal Representative(s), Trustee(s), CPA, our office, and others, as needed.
The Representation/Engagement Letter sets forth the agreement between our law firm and the Personal Representative(s) and/or Trustee(s), the scope of our engagement, our fees and the estimated costs.
Download the Short Checklist and the Representation/Engagement Letter. Then call our office to schedule a mutually convenient time to meet. For the free initial one hour consultation, you also need to bring with you substantially all of the information from the Short Checklist that applies. Some of the information will not apply in all cases.
