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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