Estate administration is an involved legal process, and dealing with the family or unusual issues can make this more challenging. Our two probate and estate planning experts discuss best practices for getting the information needed to administer an estate. Successfully facilitate family meetings, and keep all parties informed using Zoom and email.
Watch so you can:
- Conduct initial client meetings
- Coordinate communications
- Anticipate delays in getting letters of authority
- Find the proper beneficiaries for childless, unmarried, or intestate decedents