Our purpose is to create peace, not just peace of mind, actual tangible peace through the legal system. Our team is devoted to creating an experience that lets our clients breathe a sigh of relief and creates a lasting difference in their lives and the lives of their loved ones.
Learn more about our Peaceful Trust Administration and Probate processes by interacting with the sliders below.
Peaceful Trust Administration Process
Peaceful Trust Administration Process
Peaceful TA Step One
STEP ONE:
Notify EveryoneAbout 2 Weeks
- Prepare initial documents for you to sign.
- Send out notification packets to Heirs and Beneficiaries.
- Send notice to credit bureaus and any known creditors.
- Lodge original Will with Court.
Peaceful TA Step Two
STEP TWO:
Gain ControlAbout 1 Month
- Get Tax ID number for trust.
- Sign documents in our office that get you in control of the assets.
- You open a trust account.
- Transfer funds from financial institutions to the new trust account*.
*The length of time this takes is largely dependent on you and the beneficiaries. Other things that may delay your trust administration: uncooperative financial institutions, sale of real property taking longer than anticipated, delay in getting documents and information, objections by beneficiaries, and waiting for signed receipts from beneficiaries.
Peaceful TA Step Three
STEP THREE:
PREPARE FOR DISTRIBUTIONAbout 3 - 4 Months
- Notify Beneficiaries regarding sale of property.
- Sell property all that needs to be sold.
- Contact CPA regarding final taxes, if any.
- Satisfy all legitimate creditors’ claims.
- Gather information and documents to prepare Accounting, if one is requested by a beneficiary.
- If an accounting is necessary, it is prepared by our in-house accountant and sent to the beneficiaries.
Peaceful TA Step Four
STEP FOUR:
Distribute AssetsAbout 1 - 2 Months
- Send out informal/formal accounting to beneficiaries.
- Write out checks to beneficiaries, transfer assets to continuing trusts for beneficiaries (if applicable), and deed/give property to beneficiaries.
- Prepare receipts for beneficiaries to sign.
- Prepare and send waivers to beneficiaries saying you did your job correctly.
Peaceful TA Step Five
STEP FIVE:
Distribute Any Reserve and Close FileAbout 1 Month
- Receive signed receipts for distribution and waivers back from the beneficiaries*.
- Pay any closing cost with reserve, if any.
- Distribute any remaining reserve to the beneficiaries with receipts, if any.
- Receive signed receipts for reserve*.
- Close the trust administration.
*The length of time this takes is largely dependent on you and the beneficiaries. Other things that may delay your trust administration: uncooperative financial institutions, sale of real property taking longer than anticipated, delay in getting documents and information, objections by beneficiaries, and waiting for signed receipts from beneficiaries.
Peaceful TA Step Six
BONUS STEP:
Create your own estate plan so it is as painless as possible for your loved ones.
Peaceful Probate Process
Peaceful Probate
Peaceful Probate Step One
STEP ONE:
Petition the CourtAbout 2 Weeks
- Prepare draft Petition and related documents for you to sign.
- Obtain other heirs’/beneficiaries’ signatures if waiving bond and/or accounting*.
- File Petition with Court.
Peaceful Probate Step Two
STEP TWO:
Initial Court DateAbout 2 - 4 Months
- Notice published in newspaper and mail Notice to heirs/beneficiaries.
- Monitor Court docket and possibly file Supplement*.
- The goal at Court is to get Letters and an Order for Probate signed, putting you in charge.
Peaceful Probate Step Three
STEP THREE:
After Order for ProbateAbout 4 Months
- Get Certified Copies of Letters and tax ID number for the estate. Open estate account and gain control of estate assets.
- We will send out Notice to Creditors.
- You will get info and docs to prepare the Inventory and Appraisal.
- Probate Ref. appraises the property and then we file it with the Court.
- We send Notice of Proposed Action, if needed.
- Wait for creditor claim deadline to pass (120 days after notice to creditors).
- Satisfy all legitimate creditors’ claims.
Peaceful Probate Step Four
STEP FOUR:
Final Petition / AccountingAbout 1 - 2 Months
- Gather info and docs to prepare Final Petition and Accounting.
- Prepare Final Petition and Accounting.
- You sign the Final Petition and Accounting; we file it with the Court.
Peaceful Probate Step Five
STEP FIVE:
Final Petition HearingAbout 2 - 4 Months
- The Court will set a hearing date (approximately 2 to 4 months out from the time of filing the Final Petition).
- Monitor Court docket and possibly file Supplement*.
- Goal is for the Court to approve all actions the Administrator took while administering the estate and to sign the Order for final distribution.
*The length of time this takes is largely dependent on you or the heirs. Other things that may delay your case include: receiving last minute notes from the court, if you delay in getting us documents or information, objections by heirs, or a judge’s calendar being full.
Peaceful Probate Step Six
STEP FIVE:
Final Petition HearingAbout 2 - 4 Months
- The Court will set a hearing date (approximately 2 to 4 months out from the time of filing the Final Petition).
- Monitor Court docket and possibly file Supplement*.
- Goal is for the Court to approve all actions the Administrator took while administering the estate and to sign the Order for final distribution.
*The length of time this takes is largely dependent on you or the heirs. Other things that may delay your case include: receiving last minute notes from the court, if you delay in getting us documents or information, objections by heirs, or a judge’s calendar being full.
Peaceful Probate Step Seven
BONUS STEP:
Create your own estate plan so your loved ones don’t have to go through this process.