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Successful Probate Proceeding Checklist

Successful Probate Proceeding Checklist

17 EASY STEPS FOR A SUCCESSFUL PROBATE PROCEEDING

One of the most frequent questions that estate planning attorneys tend to get is, “How do I avoid probate?” While there are some things you can do ahead of time, you don’t always get that option. When you are faced with probate, there’s no need to be intimidated – you simply must be prepared. This FREE checklist created by The Law Offices of Cheryl David will help you to:

  • Identify key first steps
  • Learn what necessary documents and forms you’ll need to move forward
  • Understand what an attorney can accomplish for you and what you must do on your own

If you find yourself in a probate proceeding, you’ll want it to be a successful one, and this checklist can help. If you have any questions, contact our office directly.

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Begin Your Planning Journey How to Get Started

  • 1
    Download Your Free Worksheet
    Download one of our free worksheets to help you with estate planning, guardianship, or probate.
  • 2
    Complete Worksheet & Gather Info
    Complete the worksheet that you downloaded and then begin gathering relevant information.
  • 3
    Schedule an Appointment
    Call us at (336) 717-0375 or contact us online to schedule an appointment.