Probate & Trust Administration

When a loved one has passed, making sense of their legal documents can be a overwhelming. If you are an executor or successor trustee, this could mean hundreds of pages of reading. There are documents to be filed with the probate court, notices to be mailed out to heirs, assets to be located, investments to be liquidated, shares to be distributed, taxes to be paid, and accountings to be had. To complicate things even more, an heir, a beneficiary, or another third party can bring a claim against you or the estate or both. If you feel intimidated by your responsibilities, desire legal representation, or just need a little bit of counsel, then you have come to the right place. Use the contact page on this site to reach out and set up a free consultation or drop by our Encinitas office in person.

Contact us to set up an appointment for a free consultation by calling us at (760) 845-PLAN. That is (760) 845-7526.