Serving Central Florida

2323 Lee Road, Winter Park, FL 32789

(407) 622-1900

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Blogs & Articles

Passwords and Your Estate Plan – Best Practices

Even with the perfect estate plan and documents in place, your agents and fiduciaries are still going to need to be able to get into your accounts. The documents we provide will help them, but if you plan to rely solely on those documents, it could be a process full of frustration and delays.

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Before We Close the Estate

When clients assure us they’ve finalized asset transfers, only to discover months later that certain assets remain in the decedent’s name, we have to re-open the probate case.

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