Estate paperwork after a loss
When family is grieving, the paperwork should be handled gently and properly. I'll take it from here.
In plain words
When someone passes away, some of the things they owned have to go through a court process called probate before it can be passed on to family. Some don't, depending on how things were owned and how much they're worth. I prepare the probate paperwork, small estate affidavits, spousal petitions, and trust administration documents based on what you tell me, so the packet is ready for the court.
This might be a fit if…
- Someone in the family passed and they left a house, accounts, or other things behind
- You're the one named in the will to handle the estate (the executor)
- You're the surviving spouse and need to put property in your name
- The estate is small and may qualify for a simpler form
- You're now the trustee of a trust and need help with the next steps
How I help
- Prepare the petition to start probate with the court
- Prepare inventory, accounting, and the other forms the court keeps asking for
- Prepare spousal property petitions for surviving husbands and wives
- Prepare small estate affidavits for estates that qualify
- Prepare trust administration paperwork and the notices to send out
What to expect
Call me and we'll talk through what happened and what they left behind
I'll tell you which papers you'll need to gather
I prepare the court paperwork or affidavits, based on what you tell me
We read it together, you sign, and I'll explain how it gets filed
I'll help you with any follow-up papers the court asks for
One honest note
I'm a registered Legal Document Assistant, not an attorney. I can't give you legal advice, pick documents for you, or speak for you in court. What I can do is prepare your paperwork based on what you tell me. If your situation needs legal advice, please talk to an attorney — I'll tell you straight if I think that's the right call.