A Two-phased Approach

Whenever a client comes to us after the death of a loved one, particularly in the case of a surviving spouse, he's typically quite overwhelmed. Generally, we find that our clients fall into two categories those who don't know where to begin with the estate administration process and those focused on minute details.

Whenever a client comes to us after the death of a loved one, particularly in the case of a surviving spouse, he's typically quite overwhelmed. Generally, we find that our clients fall into two categories — those who don't know where to begin with the estate administration process and those focused on minute details. In either case, it's our job to help clients understand and feel confident to make decisions regarding the estate administration process. For clients with loved ones who passed a

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