Why Is an Estate Assessment Important?

Nov 28

If you call our office requesting help after your loved one has passed away, one of the things we will discuss with you is our Probate & Estate Administration Assessment service. With this service, we learn all we can about your loved one’s assets, debts, legal documents, and wishes for their estate to determine whether the estate might need probate, trust administration, the small estate affidavit procedure, or some other method of administering an estate.

You might be wondering why this is necessary, especially because some other attorneys and law firms do not start with this step before proceeding with probate. We have found that the Probate & Estate Administration Assessment is crucial for understanding estate circumstances from the very beginning. We want to help you understand your options for administering the estate, and to help you choose the most appropriate and most cost-effective way to do it. It is also important that you can see with clarity what challenges may arise during the course of administering the estate. If we know these from the outset, we can get ahead of them and try to address them in the most proactive way.