Probate & Trust Administration with the Survivor’s Navigator

Navigating The Administration Process

Download the Probate & Trust Administration Questionnaire

– See video below

Questionnaire PDF
Estate Planning and Probate Terms Defined – Glossary

Our Unique Process

  • The Greeting Advantage
    Meet with caring and compassionate staff to help you through this difficult time. Enjoy a cup of coffee or tea, bottled water, and/or snack, and meet our mascot, Teddi Bear!
  • The Griffin Conference Advantage
    Connect with an attorney and paralegal to learn your goals, worries, opportunities and strengths.
  • The Discovery Analysis
    Complete questionnaire with our help to clarify needed items and help you to organize your loved one’s documents, assets and liabilities.
  • The Griffin Staff Advantage
    Maintain contact with paralegal and attorney regarding items needed.
  • The Document Matrix
    We will prepare pleadings, notices for probate and/or trust process. If necessary, we will prepare Estate Tax Return.
  • The Communication Process
    Discuss questions, pleadings, notes and more with paralegal and attorney.
  • The Network Solution
    Let us coordinate with CPA, financial advisor, personal representative and/or trustee.
  • The Closing Experience
    Conclude with closing documents, final distribution, and tax returns.

 

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