The Menendez Law Firm

Wills, Trusts & Trust Administration in South Florida

  • Facebook
  • Instagram
  • LinkedIn
  • Twitter
  • YouTube
Client Vault

Powered By CosmoLex

logo
(954) 963-7220 Attend a Free Webinar Únase a Seminario Web GRATIS

The Menendez Law Firm

  • Home
  • Our Firm
    • Attorneys & Staff
    • Team Member’s Spotlight
    • Firm’s Accomplishments
    • Our Clients
  • Services
    • Asset Protection & Business Planning
    • Estate and Gift Tax Figures
    • Estate Planning Services
    • Family-Owned Businesses
    • Incapacity Planning
    • IRA & Retirement Planning
    • Legacy Planning
    • LGBTQ Estate Planning
    • Pet Planning
    • SECURE Act
    • Special Needs Planning
    • Tax Law
    • Trust Administration & Probate
  • Resources
    • BLOG
    • Estate Planning Resources
      • Estate Planning Checkup
      • Estate and Gift Tax Figures
      • Estate Planning Definitions
      • Incapacity Planning Definitions
      • Is Your Estate Plan Outdated?
      • Reports
      • Top 10 Estate and Legacy Planning Techniques
    • Frequently Asked Questions
      • Estate Planning FAQ
      • Frequently Asked Questions for Families Without an Estate Plan
      • LGBTQ Estate Planning Frequently Asked Questions
      • Legacy Wealth Planning FAQ’s
      • Trust Administration & Probate Frequently Asked Questions
    • LGBTQ Resources
    • Newsletters
    • Special Needs Resources
    • Trust Administration & Probate Resources
      • Bereavement Resources
      • How to Know if You Need Extra Help With Your Grieving
      • Loss of a Loved One
      • The Mourner’s Bill of Rights
      • Things You Need To Do When a Loved One Passes Away With a Trust
      • Things You Need To Do When a Loved One Passes Away With a Will
      • Trust Administration & Probate Definitions
  • Reviews
    • Review us
  • CONTACT
  • Learning Center
  • Giving Back

Trust Administration & Probate

If your family has experienced the loss of a family member, our law firm can assist you with the legal process that occurs when a loved one passes away. Our law firm strongly believes that a wisely drafted, carefully executed estate plan is the critical component of a family’s wealth management. Our firm’s guiding principle is to provide families with quality Trust Administration and Probate services tailored to each client’s specific needs and goals.

We offer free, no obligation consultations for any family who has experienced the loss of a loved one.

Steps to Take with a Will

If your loved one had a Will, the family will go through a process called Probate. This checklist outlines the steps to take when a loved one passes away with a Will.

Steps to Take with a Living Trust

If your loved one had a Living Trust, the family will go through a process called Trust Administration. This checklist outlines the steps to take when a loved passes away with a Trust.

IMPORTANT NOTE:

Do not retitle any assets before speaking with a qualified estate planning attorney. That meeting should take place approximately two weeks after your loved one has passed.

The Menendez Law Firm

The Menendez Law Firm

Download our Free Estate Planning Worksheet

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

Follow Us

  • Facebook
  • Instagram
  • LinkedIn
  • Twitter
  • YouTube

Address

2699 Stirling Road, B200
Fort Lauderdale, FL 33312
United States (US)
Phone: (954) 963-7220

Office Hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM

Map

map
logo

© 2021 American Academy of Estate Planning Attorneys, Inc.