Probate and Trust Administration

Probate or a trust administration is what occurs after a loss of a family member or loved one. If the person that passed had no will or just a will, then the process will be a probate. If a Living Trust was in place, then the process is Trust Administration, if properly funded. We help the loved ones and family members navigate through each of these processes and the related matters such as:

  • Reviewing the estate plan documents
  • Notice to creditors
  • Inventory of assets
  • Asset valuations and obtaining valuations
  • Court filings for probate
  • Changing the title of assets
  • Tax issues
  • Waiving inheritance of property
    (disclaimers)

Axis Estate Planning offers free, no-obligation consultations for any family who has experienced the loss of a loved one.

More on Estate Planning

We also offer seminars on Elder Law and Estate Planning.  Check our events page for upcoming seminars that are usually held in the Top of Troy Building.