Estate Administration

Helping a Surviving Spouse Protect Their Financial Future

Estate Administration

Case Study

Bill came to us after losing his wife. Further complicating one of life’s most difficult moments was the fact that Bill’s wife had passed without a will. Bill needed a strategy for dividing the family home between himself and his wife’s three children from a former marriage.

Navigating Probate Across State Lines

Estate Administration

Case Study

Sandra faced a challenging situation when her mother, Elizabeth, suddenly passed away during the Christmas holidays. Because Sandra lives in Florida, and her mother's estate needed probate in Georgia, she had limited time to initiate the process before returning home.