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Dealing with Death

As we know from personal experience, the death of a loved one presents a unique set of challenges.  People need competent, compassionate support during this difficult time.  Thea Law, A Professional Corporation offers complete trust and estate administration services.  From lodging the will and notifying heirs, to transferring assets to the intended beneficiaries – we guide you every step of the way.

During this difficult transition, uncertainty is common.  To promote certainty, we charge flat fees for trust administration. Our Trust and Estate Administration process begins with a no charge initial consultation.  During this meeting, we give you an overview of the administration process and quote you our flat fee.  If it’s a good fit for both of us and we’ve received sufficient information in advance, we can take care of the first steps of administering the estate at that time.  To maximize the efficiency of our time together, we do require that you fill out our confidential Trust/Estate Administration Worksheet and return it to us with copies of the decedent’s estate planning documents at least 3 days in advance of our consultation.

To schedule a consultation, please contact us.

 

 

 

 

700 Larkspur Landing Circle | Suite 249 | Larkspur, CA 94939

The information on this website is not intended as and does not constitute legal advice. It is intended only to provide general, non-specific legal information, not to cover all the issues related to the topic discussed. The specific facts of your situation, including without limitation your country and state of residence, may result in an outcome different than you would anticipate. You should consult with an attorney familiar with your situation and the laws applicable to you. This website does not create any attorney client relationship between you and Thea Law, A Professional Corporation. Although this written communication may address certain tax issues, it is not a covered opinion as described in Circular 230, and therefore cannot be relied upon to avoid any tax penalties.

Any testimonial or endorsement on this site does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.

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