Estate and Trust Administration

You are in charge of Aunt Lena’s estate. What does it mean to be the “Personal Representative” and what do you do next?

We help take care of wrapping up the estate of someone who has died. You may be reading this because someone close to you has died and you have been named the Personal Representative (or Executor) or successor Trustee. We are sorry for your loss and are here to help.

There are a number of issues to consider at the beginning of the Estate Administration process. We charge a $100 consultation fee to discuss the estate with you and help you make some of those initial decisions. 

Here is a free “BOOKLET” that helps explain the process.