You should call our office three weeks of the grantor or trustee’s death to schedule your virtual or in-office appointment.
Here are some steps you can take before your first appointment to ensure that it goes smoothly:
- If the residence is empty, consider changing locks to prevent squatters or anyone else from entering
- The insurance company needs to be contacted so that they can verify if your homeowners’ policy is up-to date
- I’d recommend reaching out to the alarm company since they will need your information in case of emergencies
Contact all of the decedent’s financial accounts to freeze them until after you meet with an attorney.