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🗂️ How to Help Clients Organize Estate Paperwork

Practical Support for a Stressful Time When a loved one passes away, families are often left navigating not just grief—but a complex paper trail of legal, financial, and personal documents. For clients managing probate, one of the most important things they can do early on is get organized. As a ...

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Probate- When a Person Dies Without Leaving a Will

      When someone dies without a Will, it’s called dying “intestate,” and their property is distributed according to state law, specifically EPTL 4-1.1 in New York. The distribution depends on the surviving relatives and their relationship to the deceased. These relatives, known as “distributees,” are entitled to the ...

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