After a loved one has passed, it is difficult to know where to begin. There are many actions that must be taken in a time when decisions can seem impossible.

The state in which your loved one lived when he or she passed will determine the laws surrounding the estate.

Whether your loved one passed away testate -- with a last will and testament, or intestate -- without a last will and testament, will also determine the actions that will need to be taken.

We can help guide you through this process, navigating what is needed according to the particular situation.

Actions we will also advise on during this process include:

  • Finance handling: counsel will be provided on final debts, including outstanding bills and, if applicable, inheritance and estate taxes.
  • Dispute settlement: including those that arise between the beneficiaries and the personal representative.
  • Locating and securing assets: including helping to identify both probate and non-probate assets, retitling real estate (if it is not being sold), and assisting the executor in collecting life insurance and making appropriate retirement plan elections regarding 401(k)s and IRAs.
  • Advisement on the handling of the estate: helping you make the best decisions out of what is presented by the personal representative.

Please contact us or call 336-838-1674 to discuss your current situation and how we may best assist you through this complicated and emotionally charged process.