Probate and Estate Planning

Probate & Estate Planning

Probate & Estate Planning


THE LAW OFFICE OF JOSEPH MARINO, PC, lead by experienced Sayville probate attorney Joseph Marino, offers a holistic approach to Estate Planning focused on helping you achieve your goals, one step at a time! 


We can assist you through the complicated process of Probating the Will or, in the event that a Last Will and Testament cannot be found, the Administration Proceeding. 


Let our team of knowledgeable Sayville probate lawyers help you sort through the details as you work towards settling the estate of a loved one.


If you have recently lost a loved one in Long Island, administering their estate may involve probate in some form. Probate is the legal process for carrying out the terms of a deceased’s will – or determining what must be done with the estate if they didn’t leave a will. 


Even if the deceased established a trust or incorporated other kinds of non-probate transfers in their estate plan, it is still necessary to resolve some elements via the probate court. 


It is possible to handle probate on your own; however, it is typically best to work with expert Long Island probate lawyers who can provide counsel and guidance throughout the process. 


At this challenging time, there are various details that will require your attention. These details should not be overlooked. Whether you visit us for your first consultation or a comprehensive estate plan review, we are ready to assist you and document and carry out your wishes. 


There is a lot at stake when it comes to probate and estate planning; when receiving a consultation from any probate attorney, there are a few crucial questions to consider: 


  1. Do they regularly represent Long Island clients during the probate process? Located right here in Sayville, our probate lawyers are experienced and can help you navigate the probate court.                                                                           
  2. What kinds of assistance is offered? You will need to learn what services your probate attorney can provide for you. The more legal assistance they offer, the less stress the probate process will entail.                                                                                                                                                                               
  3. What experience do you have? Your probate attorney should have devoted their career to probate and estate planning – laws in this sphere are specialized and complex, and you should have an attorney who knows them in detail. 


At the Law Office of Joseph Marino, PC, we can provide answers to these questions and more.

Fill out our contact form for a FREE consultation with a Long Island probate and estate planning attorney.

We’ll make sure you have all the information you need. 


With a clear understanding of the current law and the various options available, the Law Office of Joseph Marino, PC will help you structure a custom estate plan that will serve your needs for generations to come. 


Listed below are the checklists that are needed for Probate and Estate Planning

Probate & Estate Planning Insurance Documents 

Probate and Will Administration

Managing the accounting and distribution of a loved one's estate can be difficult and daunting after they have passed. 


Should additional issues arise, it could become overwhelming just trying to achieve some progress at all. That's why our law office of Joseph Marino PC, is here to help. Call our Sayville estate planning and will administration office today for more information.


Please view our comprehensive Estate Planning Check List below.

  • Needed List

    Will

    Living Will

    Health Care Proxy

    Power of Attorney

    Trusts

    Charitable Giving

    Gifting Plan

    Generational Planning

    Spend Down Plan

    Trust Review

    Estate Plan Review



  • Financial Documents

    Recent Statements for the following

    • Bank Accounts
    • CD’s
    • Stock/Bond/Mutual Funds
    • IRA/ROTH IRA’s
    • 401k

    Defined Benefit Retirement Plan

    • Bank Accounts
    • CD’s
    • Stock/Bond/Mutual Funds
    • IRA/ROTH IRA’s
    • 401k
    • Defined Benefit Retirement Plan

    Other information regarding monthly income:


    • Rental Income
    • Business Interests
    • Other
    • Assets
    • Real Estate
    • Collectibles
    • Art
    • Antiques
    • Jewelry

    Liabilities

    • Credit Cards
    • Personal Loans
    • Auto Loans
    • Other Loans
    • Mortgages

    Personal Information


    Name

    Address:

    Telephone Number

    Email Address

    Date of Birth

    • Married/Divorced /Widowed
    • If Married, name of Spouse:
    • Number of Children:
    • Is the client living in their home?
    • Is there a child living in the home that has acted as a caregiver?
    • Is the client planning or already been admitted to a nursing home or assisted living facility?
    • Is the client planning or already receiving Medicaid Benefits or other public assistance?
    • Has a guardianship, (including ad litem) or conservatorship proceeding been started? If yes, what court?

Estate Documents:
  • Last Will and Testament Trust
  • Advanced Medical Directive 
  • Power of Attorney

Insurance Documents:
  • Life Insurance Policy(s)
  • Recent Annuity Statement


Financial Documents:
  • Recent Statements for the following:
  • Bank Accounts
  • CD’s
  • Stock/Bond/Mutual Funds
  • IRA/ROTH IRA’s
  • 401k
  • Defined Benefit Retirement Plan
  • Other information regarding monthly income:
  • Rental Income
  • Business Interests
  • Other

Assets:
  • Real Estate
  • Collectibles
  • Art
  • Antiques
  • Jewelry

Liabilities:
  • Credit Cards
  • Personal Loans
  • Auto Loans
  • Other Loans
  • Mortgages

Personal Information:
  • Name
  • Address
  • Telephone Number
  • Email Address
  • Date of Birth
  • Married/Divorced /Widowed
  • If Married, name of Spouse
  • Number of Children

Special Needs Planning


Do you have a loved one in your life with special needs? Are you concerned with planning for their future in your absence?


The Law Office of Joseph Marino, PC can be of assistance and will work with you to structure a sound plan that will help improve the quality their life while preserving the benefits and variety of services they already receive.


There are many issues to consider when planning for a loved one with special needs. Our holistic approach to Sayville’s probate lawyer and estate planning needs extends well beyond the creation of a special needs trust. See our Special Needs Trust Checklist below.

  • Estate Documents
    • Last Will and Testament
    • Living Will
    • Health Care Proxy
    • Power of Attorney
    • Trusts
    • Revocable Trust
    • Irrevocable Trust
    • Special Needs Trust
    • Charitable Trust


  • Insurance Documents
    • Medical Insurance Policy
    • Long Term Care Insurance Policy
    • Life Insurance Policy(s)
    • Recent Annuity Statement


  • Financial Documents

    Recent Statements for the following 

    • Bank Accounts
    • CD’s
    • Stock/Bond/Mutual Funds
    • IRA/ROTH IRA’s
    • 401k

    Defined Benefit Retirement Plan

    • Bank Accounts
    • CD’s
    • Stock/Bond/Mutual Funds
    • IRA/ROTH IRA’s
    • 401k
    • Defined Benefit Retirement Plan

    Other information regarding monthly income:

    • Rental Income
    • Business Interests
    • Other
    • Assets
    • Real Estate
    • Collectibles
    • Art
    • Antiques
    • Jewelry

    Liabilities

    • Credit Cards
    • Personal Loans
    • Auto Loans
    • Other Loans
    • Mortgages

    Personal Information


    Name

    Address:

    Telephone Number

    Email Address

    Date of Birth

    • Married/Divorced /Widowed
    • If Married, name of Spouse:
    • Number of Children:
    • Is the client living in their home?
    • Is there a child living in the home that has acted as a caregiver?
    • Is the client planning or already been admitted to a nursing home or assisted living facility?
    • Is the client planning or already receiving Medicaid Benefits or other public assistance?
    • Has a guardianship, (including ad litem) or conservatorship proceeding been started? If yes, what court?

  • Recent Statement s for the following
    • Bank Accounts
    • CD’s
    • Stock/Bond/Mutual Funds
    • IRA/ROTH IRA’s
    • 401k
    • Defined Benefit Retirement Plan

    Other information regarding monthly income:

    • Rental Income
    • Business Interests

  • Assets
    • Real Estate
    • Collectibles
    • Art
    • Antiques
    • Jewelry
  • Liabilities
    • Credit Cards
    • Personal Loans
    • Auto Loans
    • Other Loans
    • Mortgages
  • Personal Information
    • Name
    • Address
    • Telephone Number
    • Email Address
    • Date of Birth
    • Married/Divorced /Widowed
    • If Married, name of Spouse
    • Number of Children

    Is the client living in their home?

    Is there a child living in the home that has acted as a caregiver?

    Is the client planning or already been admitted to a nursing home or assisted living facility?

    Is the client planning or already receiving Medicaid Benefits or other public assistance?

    Has a guardianship, (including ad litem) or conservatorship proceeding been started?

    If yes, what court?

Share by: