Successful Probate Proceeding Checklist


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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.

How to get started

Download Your Free Worksheet

Download one of our free
worksheets to help you with estate planning, guardianship, or probate.

Complete Worksheet and Gather Info

Complete the worksheet that you downloaded and then begin gathering relevant information.

Schedule an Appointment

Call us at (336) 547-9999, complete the form above, or start a live chat to schedule an appointment.

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Free estate planning worksheet

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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