Why Do I Need A Lawyer After A Loved One Has Died?

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Wealth Strategies Counsel

If you have been appointed as a successor trustee, it is necessary to hire a lawyer to help you administer the trust. This is necessary because of the requirements of the probate code and the laws of the State of California. It's also essential in making sure that you have minimized the tax liability associated with the trust, the beneficiaries, real estate tax, property tax, and it is essential to have the attorney assist you in abiding by the terms of the trust, distributing the assets to the intended beneficiaries. I'm Lisa Allred, and I'm a team member of Wealth Strategies Counsel. I would greatly appreciate the opportunity to assist you with your estate planning, trust administration and probate needs.

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