Settlements
Estate & Trust Settlement Processes Safeguard Your Wishes
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Mistitling survivorship assets may not result in justice for your loved ones. Learn about some of the best practices at our workshop.
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Many people who have signed wills or trusts assume that all their property will pass in accord with instructions written in those documents after their death occurs.
Settlement is the process for distribution of these assets after the owner dies. Things like mistitling survivorship assets and improper beneficiary designations can cause disastrous effects on one’s Estate Plan. Our clients have peace of mind knowing that their attorney is experienced in both Estate Planning and Estate Settlement. This means clients know that we facilitate the Estate and Trust Settlement processes to safeguard their wishes. We educate our clients and their loved ones to prevent simple errors, like those mentioned above that can inadvertently defeat their Estate Plan. |
