Our Unique Estate Settlement Process

Our Unique Estate Settlement Process

LEARN MORE ABOUT ESTATE SETTLEMENT

The Estate Settlement Program® consists of seven modules designed to lead you through your loved one’s probate and/or trust administration.  Our experienced legal team guides you every step of the way, helping you navigate an otherwise complex legal, tax and financial world.

SNAPSHOT-STEP-1 SNAPSHOT LEGAL-STEP-2 LEGAL ASSETS-STEP-3 ASSETS CREDITORS TAXES-STEP-5 TAXES DISTRIBUTIONS WRAP-UP-STEP-7 WRAP-UP