Being an Executor is an overwhelming task, especially when added to everything
else you already have going on in your life. The maze of courts,
legal documents, accountings, and financial institutions is not territory
that most of us are familiar with, so you really need a guide to help you
through. For example, do you know:
*How to read and understand a Will…or what to do if there is no
*How to get financial institutions to let you access “frozen”
*How to draft and file court documents…and where to file them?
*How to make a court appearance?
*What kind of bank account to set up for the Probate?
*Why you need a Tax ID number for the Probate Estate…and how to get
*How to answer beneficiaries’ questions about what’s in the
Estate and when they’ll receive their shares?
You do not need to face these questions alone! We can help you
with all of them. We will interpret the Will, explain what to do if
there is no Will, provide you with the documents needed to
“unfreeze” accounts, file all court documents and appear in
court on your behalf, help you to correctly set up the Estate’s
bank account, secure a Tax ID number for the Estate’s bank account
and tax returns, help you answer questions from heirs and beneficiaries,
and generally help you with all of the legal work required to complete
While these tasks are part of every Probate we handle, we always keep
in mind that they are new to you, so we will explain each step to you as
we take it, and will also let you know what our next steps will be to
complete your Probate. And in addition to the goal of completing
the Probate, while the Probate is happening, we want your experience to
be as easy as possible, so we also make the following commitments to you:
*Plain English: We will always answer your questions in “Plain
*Streamlined Process: With our streamlined process, your visits to our
office are minimized as most of the court related work for your Probate
can be completed via e-mail, fax and phone.
*Personal Attention: We will always listen to you.
*Quick Response: We will always return your calls/e-mails the same day
(or at the very latest within 24 hours).
*Speedy Resolution: We will draft & file documents right away so that
your Probate ends as quickly as possible.
My paralegal and I are well experienced at navigating the Probate maze,
and we know the way. Probate and Estate Planning are the primary
focus of this law office. If you are involved in a Probate, let us
be your guide. We can be reached at (858) 455-1008 or Adam@FamilyEstatePlanner.com