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WHENISPROBATENECESSARY-CaseyandLundregan

QUESTION: When Is Probate Absolutely Necessary?

May 3, 2021

Disclaimer: This article is purely informational and is not meant to be legal advice. If you have any questions, please consult a probate attorney. Coping with loss when a beloved…

WhatHappensInProbate-CaseyandLundregan

What Happens During Probate

May 3, 2021

Probate is the court-supervised process of authenticating a last will and testament if the deceased made one. It includes locating and determining the value of the person’s assets, paying their…

12MistakesExecutorsMakeProbate-CaseyandLundregan

12 Common Mistakes Executors Make In Probate

May 3, 2021

Many people have heard of the probate and estate settlement process but wonder what it is and what the probate process entails. To put it simply, probate is the process…

NamedAsSuccessorTrusteeNowWhat-CaseyandLundregan

Named As A Successor Trustee? Now What?

January 8, 2021

Your friend or loved one has written their revocable living trust — and they just named you as their Successor Trustee or Alternate Successor Trustee. We’ve prepared this short overview…

SETTLING AN ESTATE-CaseyandLundregan

The 4 Things You Should Know About Settling An Estate

January 5, 2021

If you’re responsible for settling the estate of a deceased family member or friend, you’ll probably find that you could use expert assistance at some point, from legal advice to…

ProsandCons-CorporateFiduciary-CaseyandLundregan

The Pros & Cons Revealed: Corporate Fiduciary Over Friends And Family?

January 5, 2021

You might pick a corporate fiduciary over friends and family Appointing someone as fiduciary over your estate or trust is a decision that shouldn’t be taken lightly. When it comes…

SUCCESSORTRUSTEEHELP-Spare 2

The BIG Question If You’re A Successor Trustee… Do You Need Help?

January 5, 2021

How to Determine if Your Family Can Handle Settling Your Trust Many people believe that if they have a revocable living trust, then the process of settling their final affairs…

ESTATE TRUSTEE FEES-CaseyandLundregan

Estate Trustee Fees—How Much & Who Gets Paid?

January 5, 2021

Probate is much maligned. To hear some folks talk, having your estate subject to probate is worse than dying. What’s all the fuss about? Understanding Probate Probate is a title…

LivingWill-CaseyandLundregan

Living Will – A Guide To Documenting Your Future Wishes

August 22, 2019

Contemplating our own death is one of the hardest challenges we will ever have to face. Yet, if we want our dying to be meaningful and merciful, it is imperative…