Probate Resources

Expert guidance to help you navigate the probate process with confidence

Probate attorneys proceed with caution: Minimums…bigger isn’t always better.

man pointing at 'maximum' on digital gauge superimposed in front of him

Attorneys frequently request specific bond amounts based on what they think is the minimum required amount, but often lack the full knowledge of probate bond minimums and requirements. These arbitrary amounts or statements such as “give us the minimum” Read more

Read More

Last stop: Help ensure final wishes happen as planned. 

End of 2 train lines next to each other with barrier at end of tracks, passenger platforms on both left and right side

Although it seems the trend lately is to waive a trust and will bond, there’s good reason to consider requiring them. Of course, it will save a few minutes for your personal representative and a few dollars for your Read more

Read More

Estates and Trusts in Probate: Should I require or waive the bond?

Woman whispering into mans ear

.

Issues trusting people? You’re not alone…

Are you concerned with an executor or trustee absconding with your estate? Misappropriating your hard earned nest-egg? Squandering your lifelong savings? It can happen with estates small and large. Even close family, Read more

Read More