Schedule Your Initial Meeting
Start by contacting our Firm by phone at 866-708-2335 or reaching out to us via email at [email protected]. Our team members will then work with you to coordinate a meeting date and time most convenient for all involved parties.
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Tell Us about Your Loved One
You will be provided with a simple and confidential Trust Administration Intake Form to assist you with gathering the necessary information to assist your attorney in evaluating the assets and liabilities of the applicable trust. Our forms are readily available on our website and can be e-mailed or mailed to directly upon request.
Meet with Your Attorney
During your initial consultation with an attorney, you will learn about the trust administration process, and the duties that you may have during this time as a Successor Trustee. During this meeting, you will be able to openly discuss your concerns and outline specific items related to your family in a safe and accepting environment. Your initial consultation normally lasts an hour and culminates in your attorney providing you with a proposed course of action with the associated fees to assist you.Meet Our Attorneys
Administer the Trust
Throughout the process, your attorney will assist you in evaluating assets, preparing releases for beneficiaries, and valuing and liquidating assets. During this difficult time, we want to alleviate as much of the burden and stress on you and your family as possible.