A succession is not a just an emotionally trying event, having to tie up the affairs of a loved one, but is a fairly complicated process. An experienced succession attorney can help take much of the emotional burden away from you and take the guesswork out of the process. We have prepared a simple document that highlights 18 steps that are key to the completion of a succession. Reading over this brief document will help you understand not just what your attorney is doing behind the scenes but also what awaits you if you try to go it alone.
Fill out the form below and download this checklist to help you help yourself, or to better understand your attorney’s role.