Item: Czepiga Daly Pope & Perri LLC
Rating: 5
Author: J.G., Greensboro, GA

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.

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Check out these super-helpful blog posts:

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

Trusts and the Probate Process: What You Should Know

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

What Role Does Probate Have After Someone Dies?

Should You Choose Family or a Professional Trustee? Know the Pros and Cons

★★★★★

“I cannot find the words to thank all of you properly for your hard work and perseverance. It is a great relief to have gotten a just and proper ruling from the court. All of you have shown great professionalism and concern for the issues I brought before you.” J.G., Greensboro, GA

“All dealings have been excellent. Very professional organization. Great explanations of our options related to preparing a will. Clear, concise, great guidance and not trying to "sell us" on something we do not need. Administrative folks were super. All of our related paperwork was clearly tagged with what we needed to provide/sign/read /etc. Made things easy. Nice work.” L.G., Berlin, CT

“We loved working with your firm and really trust the advice. You have a well-deserved reputation and it was nice to check off a number of things that had been on our To-Do list. Although it's hard to make the time to take care of some of these matters, it is a great relief when you do so. I would definitely recommend your firm to anyone in need of the services that you provide.” L.M., Simsbury, CT

Everyone at the firm were consummate professionals. We felt completely comfortable with their guidance and were impressed by their compassion and commitment to us. R.H., Canton, CT

The attorney who served us was kind, thorough, and very responsive. He pointed out some issues in my mother's documents that could have been problematic down the road. After my mother passed, everything was as seamless as possible - a true gift at a time when life and death decisions were being made and emotions were overwhelming. J.B., Cromwell, CT

Great service, was on top of everything. I'm glad they were there to help us though a tough time. J.M., Farmington, CT

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