Planning documents or an estate after a death?
Separate preparing a will or trust from administering an estate, a dispute over documents or concerns about someone handling assets. Note whether a probate case already exists.
- Planning goal or date of death
- Whether a will, trust or probate case exists
- Your role and any court notice
Location to identify: The deceased person’s residence, property locations and any court shown on probate papers.
Ask a lawyer: Which documents and family or ownership relationships affect the scope of the review?