INDIVIDUALS

ESTATE PLANNING & ADMINISTRATION


Alex helps Personal Representatives and Trustees of Revocable Living Trusts administer the estates of deceased individuals. He can help determine if a probate is needed or whether a less formal means of administration is possible when dealing with the following:


Collection of Assets

Filing Claims for Insurance Proceeds & Death Benefits

Arrangement for Asset Appraisals & Valuation

Notification and dealings with the deceased’s creditors.

Overseeing the transfer, sale, and distribution of the decedent's assets.