Probate & Trust Administration
You Can Count On

Who We Help

Losing a loved one is emotional and overwhelming enough—you shouldn’t have to navigate complex legal processes on your own. Our Probate and Trust Administration team supports families immediately after death with clarity, kindness, and step-by-step guidance.

    • Understanding responsibilities

    • Filing required documents

    • Managing timelines & court requirements

    • Completing probate efficiently & correctly

    • Navigating the trust administration process

    • Distributing assets the right way

    • Handling beneficiaries, paperwork, and deadlines

    • Avoiding common mistakes that can create conflict

    • Getting immediate answers on what needs to happen next

    • Understanding probate vs. trust administration

    • Locating and organizing important documents

    • Protecting family harmony during a difficult time

    • Understanding your rights

    • Avoiding legal pitfalls

    • Ensuring your inheritance is handled properly

Our goal during after-life care is simple:
You focus on your family. We’ll handle the legal side.

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Types of Probate & Trust Administration

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Formal Probate
Administration

For families who want maximum protection—handled for them.

This plan includes everything in the Trust Plan plus comprehensive support from our office in completing the asset transfer process. We personally guide and assist with funding your trust so nothing is left undone.

This plan is ideal for families who want to:

  • Protect their estate with a trust

  • Ensure assets are properly retitled and aligned with their plan

  • Minimize the stress, paperwork, and follow-up required from them

  • Have our office take on the heavy lifting so everything is completed correctly

  • Enjoy the greatest level of convenience, certainty, and hands-on care

The Protection Plan is designed for busy families who want the least amount of personal effort and the highest level of peace of mind—we do the hard part for you.

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Summary Probate
Administration

For families who want the essentials in place.

Perfect for those who may not have assets that would require probate, but still want to ensure their wishes are followed and their children and loved ones are protected—no matter what.

This plan is ideal for families who want to:

  • Name guardians to care for minor children

  • Ensure medical wishes are honored through clear healthcare directives

  • Empower trusted loved ones to make financial decisions using a durable power of attorney

  • Put the essential documents in place quickly, affordably, and with confidence

The Foundation Plan covers the basics every family needs for peace of mind.

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Trust
Administration

For families who want a smooth, private, court-free asset transfer.

A revocable living trust allows your family to avoid the time, cost, and stress of probate—providing the most streamlined transition of wealth to your heirs.

This plan is ideal for families who want to:

  • Keep their estate out of the court system

  • Ensure assets transfer easily, privately, and efficiently

  • Protect their beneficiaries from future risks such as lawsuits or divorcing spouses

  • Reduce or avoid estate tax exposure

  • Provide ongoing structure, control, and protection for family wealth

The Trust Plan gives your loved ones the simplest, most convenient path during an already hard time.

No Matter Where You Are in Life, We’re Here to Help.

Whether you’re planning ahead or navigating a loss, The Will Lawyer, P.A. is built to serve you with professionalism, empathy, and solutions that truly make a difference.

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