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10 Mistakes to Avoid Following the Death of a Loved One

If you are requesting this whitepaper, it’s likely you have either lost a loved one or expect to lose a loved one in the near future. Since Keystone attorneys practice exclusively in probate, they are well-versed in the types of mistakes people make during this emotionally difficult time and created this whitepaper to help prevent you from making the same mistakes.

By taking proactive steps to learn about the administration process and your rights at every stage of it, you will be better prepared to tackle any obstacles that arise. Keystone hopes this whitepaper can serve as a go-to resource for everyone from beneficiaries and heirs to executors, administrators and trustees.

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Inside This Whitepaper

What You'll Learn

This 18-page whitepaper by Keystone Law Group will teach you proactive measures for preventing common pitfalls during estate and trust administration.

Learn about alternatives to formal probate.

Learn how to protect against potential liabilities.

Learn about why it may be necessary to hire a probate attorney.

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Read what Keystone's clients are saying


"I feel fortunate that I found your office to pursue this trust contest, not because we won, but because the character of your office and the character of my representation was simply put, virtuous."

“In particular, I found Josh and [his associate] to be exceedingly pleasant to deal with. Their personal and professional demeanor telegraphed the virtues of our case. I found it personally very validating to have them as my representatives.”

Jack |
"They were very knowledgeable and professional every step of the way."

“Considering probate and will/trust disputes make an already difficult situation with a loved one passing even more difficult, the attorneys and staff at Keystone Law did a lot to help me successfully navigate and manage the trust that I was overseeing.”

John |
"Keystone is a very well-run and efficient company."

“When my mom passed away, I unexpectedly had issues with my sibling regarding my mother’s trust. I was referred to Keystone Law Group. First off, everyone you work with is smart, professional and nice. Response time was always quick and efficient. My lawyer Monica was incredibly smart, organized and easy to talk to about my concerns.”

Claire |
"Hila handled the matter with purposeful research, timely communication and sincere compassion."

“Hila diligently researched my questions regarding contesting the trust. She contacted the estate planner and secured the receipt of amendments one-four of the trust straightaway. She acquired requested real estate reports, which painted a picture of the remaining assets due to the fact there was no schedule of assets. The combination of these efforts laid a foundation upon which to decide to contest or not.

Ms. Golchet was prompt in her communication and followed through daily with the discussed tasks. Hila welcomed client input as to which direction to pursue, but also displayed her expertise in directing me to pertinent information. She communicated by email and phone daily regarding newly acquired information – many times in the evening after traditional work hours.

However, most impressive was the compassion with which Hila conducted our conversations. Potentially contesting a trust, necessitates exposing personal information. Hila was adept at teasing out information that would productively contribute to a solid contest of the trust, while graciously listening to difficult life events.”

Cynthia |
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Contact Our Lawyers

If you have questions about anything that was covered in the whitepaper or would like to discuss the specifics of your legal matter, please don’t hesitate to schedule a free consultation with one of our skilled probate attorneys. We know how emotionally difficult probate matters can be, which is why we are available to help in any way that we can.