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What to Bring to Your First Meeting with Us

If you have recently lost a loved one, you have probably already been inundated with planning a Funeral or Memorial Service and trying to deal with grieving the loss of your loved one. The last thing you want is to have to begin a legal process which you may feel unprepared or unable to do.

We are here to help you every step of the way, and handle any task for you. We know this is a difficult time in your life as you have lost your loved one. We aim to compassionately assist our clients and “hold your hand” through the legal process which often seems tedious or overwhelming.

For your first meeting with us, please bring along:


  • Names and addresses of your family members who are beneficiaries in the will (or trust, if any)

  • Asset information such as a copy of bank statements, vehicle titles, life insurance policy information, investment portfolios, bonds, Deed to real estate, etc.

  • Original Death Certificates (usually the Funeral Home will get these for you

  • Original will (this will need to be filed with the County)

  • Original Trust (if any)

  • Anything relevant you find in a Safety Deposit Box

  • Any information about decedent’s existing debts, liens, loans, mortgages, unpaid funeral expenses, credit cards, unpaid taxes, medical bills, etc.

  • Checkbook or credit card for a retainer check to our firm


If you have any questions please feel free to contact our Estate Administration and Trust Administration Attorneys.

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We have provided all materials, information and links on this website to individuals or entities interested in obtaining information concerning The Law Offices of Hoy & Sahlas, LLC. and the law firm’s practice areas. 

All information contained on our website is published only as general information not specific to individual cases and may not reflect the most recent developments in the law or in a specific location or individual situation. 

Materials and information contained on our website is not provided in the course of any attorney-client relationship. The information contained in this Web Site is not intended to constitute legal advice, nor as a substitute for seeking and obtaining legal advice from a qualified attorney licensed in the viewer’s state. 

Anyone viewing this website and the materials and information contained therein should not rely upon or act upon those materials and information without first seeking individual counsel from a licensed attorney in the applicable State. This website is not intended to constitute advertising for The Law Offices of Hoy & Sahlas, LLC.  This firm does not seek to represent any person or firm based upon viewing of this website in any State where this website fails to comply with all applicable laws and rules of professional standards/ethical conduct requirements in a given State.

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