Post-Death Administration

After the death of a loved one, the legal and administrative responsibilities can feel overwhelming. Post-death administration can take several different forms depending on the estate plan in place, the nature of the assets, and the needs of the surviving family members.

Probate

Probate is the court-supervised process for validating a will, appointing an executor, and overseeing the distribution of assets. It provides structure and legal oversight but can involve specific timelines and procedural requirements.

Administering a Decedent’s Revocable Living Trust

When a revocable living trust becomes irrevocable at death, the successor trustee must gather assets, pay debts, and distribute property according to the trust’s terms. This process often avoids court involvement and can streamline administration for beneficiaries.

Spousal Property Petitions

A spousal property petition allows a surviving spouse or registered domestic partner to confirm ownership of community or separate property without a full probate proceeding. It is a more efficient option when only limited assets require legal transfer.

Other Non-Probate Transfers

Many assets can pass directly to beneficiaries outside of probate through tools such as beneficiary designations, pay-on-death accounts, and joint ownership. These transfers can simplify administration but still require careful coordination and documentation.

The attorneys at Conradi Disston Lankford, LLP are experienced in all forms of post-death administration. We guide trustees, executors, and agents through each step of the process and help them address the legal, financial, and practical issues that arise after the incapacity or death of a loved one.