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Probate and fiduciary services

Whether you are serving as someone’s trustee or executor, or you are trying to choose your own, it’s important to know what is expected of a fiduciary. It would also be useful for you to understand how the probate process works.

The duty of a fiduciary is to act on behalf of another, often to carry out one’s wishes as spelled out in an estate plan. Managing, preserving and transferring wealth is typically the key focus. And often, to do this correctly, the probate court needs to be involved.

Click on the boxes below to learn more.

Trustee & Fiduciary Services
The Probate Process

Check out these super-helpful blog posts:

How to Avoid Probate and Make Sure Your Kids Get What You Leave Them

Probate Fees Skyrocket

Should You Be a Trustee? (What you should know before you say Yes)

What Role Does Probate Have After Someone Dies?

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