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:
- 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.
- 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.
- 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.
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


