Probate and Trust Administration

At Phillips Estate Law, we extend our heartfelt condolences for your loss. We understand that navigating legal and financial matters after the passing of a loved one can feel overwhelming—and we’re here to walk alongside you with care and clarity.

Probate is the legal process of settling a person’s estate. This includes identifying and gathering assets, paying any outstanding debts and taxes, and distributing what remains according to the instructions in the Will. If a trust is involved, we assist trustees in fulfilling their legal duties and ensuring the trust is administered smoothly and in accordance with the law.

Our team provides experienced guidance during this tender time, helping you manage responsibilities with confidence and peace of mind.

Losing someone you love is never easy. In the midst of grief, the practical responsibilities that follow can feel overwhelming. We’ve created this handout to offer clear, step-by-step guidance for what to do next—from locating important documents to preparing for your first meeting with an attorney- What To Do When Someone Dies

Once you receive the death certificate of your loved one, please contact our office to schedule a meeting with one of our attorneys.

To make the most of your first appointment, it’s helpful to begin gathering the following documents and information:

1. Death Certificate

2. Financial Statements – including checking, savings, CDs, money market, investment, and IRA accounts (please provide statements that include the date of death)

3. Property Deed – especially the deed to the residence, showing the Grantee language (i.e., the name(s) listed on the title)

4. Vehicle Title or Registration

5. Life Insurance or Annuity Policies

6. Other Assets – if there are additional assets, please gather relevant information or documentation for those as well

If you’re unsure whether something is relevant, bring it anyway—we’re here to guide you every step of the way.