Monthly Archives: May 2020

Estate Settlement Information Gathering Checklist

estate settlement checklist

A decedent’s estate must go through a legal process before any assets may be distributed. If you are a trustee or personal representative, you will be tasked with gathering a variety of information needed. Here’s a look at the estate settlement information gathering checklist for personal representatives and trustees. Estate Plan Information Personal representatives and […]

Estate Settlement Process Steps

The estate settlement process by Simmons & Schiavo is a trademarked seven step process. These steps are designed to help guide you through probate and trust administration. Below is an overview of the unique estate settlement process developed by our firm. Our team works with you on each and every step, providing necessary legal guidance […]