Our Blog - Surety Matters

Every state has a probate process: legal steps through which property is transferred from the dead to the living. If there is a will, it is admitted to probate court to initiate the process. If…
Read Moreabout Probate and Personal Representatives?

When a family member or friend asks you to serve as the trustee, it’s an honor, conveying they trust you to look out for the beneficiaries. It is also, of course, a big responsibility. Before…
Read Moreabout Trustee? Ask These Questions First

We all need an estate plan. Frequently, a basic last will and testament is a great way to lay out your wishes and leave affairs organized for your loved ones. Sometimes, depending on your intentions…
Read Moreabout Trusts Are Helpful When…

Executing a will is a big responsibility. It takes time and patience, and the administrative chores can be an extra challenge for those grieving. When you create a will, be thoughtful in your selection and…
Read Moreabout Can You Execute My Will?

The probate courts appoint personal representatives to settle the affairs of the deceased when there is no will. A personal representative takes control of the assets (aka estate) of the deceased and distributes them to…
Read Moreabout Accountable To Beneficiaries: Personal Representatives

  Taking care of loved ones or friends is a tremendous responsibility. Legal advisors point out that in some circumstances, conservatorships can be the right solution for protecting  the finances and legal affairs of someone…
Read Moreabout Time for a Conservator?

  If we become incapacitated, and when we ultimately die, there is so much our families will need to know and do—while grieving. Putting an estate plan in place and communicating about it while we…
Read Moreabout Let’s Talk About It: Estate Planning

Typically, when a will is created, an executor is appointed to oversee the affairs of the deceased. If there is no will—or if the designated executor cannot fulfill the duties when the time comes—an administrator…
Read Moreabout How Do Courts Appoint Administrators?

   A court of appeals in Dallas, Texas recently upheld the summary judgment of the trial court in a case involving allegations of fraudulent transfer into a trust. The case offers an interesting example at…
Read Moreabout Appeal Denied: Transfer To Trust Stands