After a loved one passes

The first thing we'll say is "we're sorry".

The second thing we'll say is that you may not need a lawyer at all. Some estates are simple enough that the family can handle the probate themselves, with a checklist and a few hours at the courthouse. We'll tell you that — and point you to the resources — if it's true.

When you do need help, the work usually falls into two buckets: probate, when there's a will or no plan at all, and trust administration, when there's a funded trust. The court is involved in the first; the trustee is in charge in the second. Both have hard deadlines and real consequences for getting it wrong.

We handle filings, notices, creditor work, distributions, accountings, and tax — and we explain each step as we go, so you understand what you're signing.

What we focus on

Three things we get right.

We'll tell you if you need us

Small estates and simple wills can sometimes be handled without a lawyer. We'll review the situation and say so — during the free discovery call.

Clear timelines, honest fees

Straightforward estates get a flat fee. Complex or contested matters are hourly with a written estimate — and we'll convert to flat fee as soon as the scope becomes knowable.

Trustees, guided

Being named trustee is a job nobody trains you for. We walk first-time trustees through every duty, in plain English, with a written checklist.

Reviewing the estate planning portfolio together.

What's included