Why Is an Estate Assessment Important?

When you contact our office after the passing of a loved one, one of the first services we offer is our Probate & Estate Administration Assessment.

This service helps us gather essential information about your loved one’s assets, debts, legal documents, and final wishes to determine whether probate, trust administration, the small estate affidavit procedure, or another method is necessary for administering the estate.

You may wonder why this assessment is needed when some other attorneys skip this step before proceeding with probate. At Jordan Law Firm, we’ve found that starting with the Probate & Estate Administration Assessment is critical. This comprehensive evaluation allows us to understand the estate’s specific circumstances from the outset, enabling us to guide you toward the most appropriate and cost-effective method for estate administration. It also allows us to proactively identify any potential challenges and address them before they arise.

When someone passes, their legal affairs must be settled through a process known as estate administration. Depending on the situation, this may involve probate, formal estate administration, informal estate administration, trust administration, or the small estate affidavit procedure—all of which we explain in detail.

Our assessment covers every aspect of estate administration, from paying debts and filing tax returns to gathering assets and distributing them according to a will, trust, or Washington intestate laws. Whether you work with us or another attorney, this initial step is essential for determining the most effective path forward. Our process is designed to be efficient, transparent, and cost-effective, providing you with clarity during a difficult time.

For more information, download our Probate & Estate Administration Assessment service guide.

If you need help, schedule your Initial Consultation below.