Probate & Estate Administration

Efficient, Compassionate Estate Services.

We help executors, trustees, and families manage the estate settlement process with confidence — offering legal support along the way.

What we offer

Trusted Guidance Through Estate Administration & Probate

Our estate administration attorneys in Lynchburg provide trusted legal guidance to executors, trustees, and beneficiaries — helping them carry out duties with confidence, peace-of-mind, helping avoid missteps, and fulfilling estate obligations efficiently and in full compliance with Virginia law.

Immediate Post-Death Legal Guidance

We support surviving family members with early-stage legal guidance after the loss of a loved one — providing clarity and coordination before probate begins, including:

  • Reviewing Death Certificates & Legal Documents
  • Clarifying Executor Authority & Next Steps
  • Providing Guidance on Funeral Planning Coordination
  • Advising on Urgent Financial Access & Bill Payments
  • Addressing Asset Security & Lockbox Access
  • Preparing for Probate or Trust Administration

Probate & Court Filings

We handle probate filings and court-required documentation to ensure a smooth, compliant estate process, including:

  • Initiating Formal or Informal Probate
  • Petition Filing & Notice to Heirs
  • Appointment of Personal Representative
  • Creditor Notification & Response Management
  • Inventory & Valuation of Estate Assets
  • Court Compliance & Case Management

Executor & Trustee Counsel

We support fiduciaries in fulfilling their responsibilities, minimizing risk and ensuring every step is handled with clarity and confidence, including:

  • Legal Advice for Executors & Trustees
  • Trust Administration Guidance
  • Accounting & Asset Distribution Strategy
  • Conflict Prevention Among Beneficiaries
  • Tax Compliance & Final Filings
  • Risk Mitigation for Fiduciary Liability

Non-Probate Asset Transfers & Affidavits

We assist with non-court transfers and simplified estate options where available — minimizing court involvement when appropriate, including:

  • Small Estate Affidavit Preparation
  • Transfer of Title for Real Property & Vehicles
  • Beneficiary Designation Review
  • Payable-on-Death (POD) Asset Counsel
  • Joint Tenancy & Right-of-Survivorship Analysis
  • Coordination with Financial Institutions

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What Sets Us Apart

Why Relevant Law

Relevant is a national legal services firm founded in 2016, built on a professional services model that blends legal expertise with strategic advisory support for individuals and businesses.

Relevant was built to deliver legal services differently — through strategic insight, modern technology, and a commitment to better outcomes. Our attorneys bring deep legal and business experience, focused on practical, forward-looking solutions.

Clients choose Relevant not just for legal answers, but as trusted advisors and consultants who help them make smarter decisions, manage risk, and plan for what’s next.

Client Meeting Center

2016

Founded by former tech executives to modernize legal services.

1000+

Businesses and individuals served each year with proactive, strategic legal counsel.

100%

Driven by relationships. Measured by client success.

The Right Legal Partner Changes Everything.

The Right Legal Partner Changes Everything.