
If probate work is piling up because you and your legal staff are busy dealing with more pressing matters, we
can help. As you can see from my website, my practice in Heritage Village Southbury is limited to estate
planning and probate. Whether you refer an entire matter or simply prefer to co-counsel with me, my office
can assist you with processing your probate caseload. From the initial client engagement letter detailing our
fee arrangement to the final estate distribution, we keep the process moving forward.
By referring a probate matter to my office that you are simply too busy to handle, you get to check if off your
to-do list AND keep your client happy. Now that's a win-win.
I am always looking to expand my network of professional advisers in the local area, from whom I can identify
potential referrals for my clients for matters outside of my practice areas of estate planning and probate. For
this reason, I would also be interested in learning about your practice areas and respective target markets in
the hopes that it can lead to the creation of a referral relationship that would benefit both of our firms.
We also handle ANCILLARY PROBATE if a decedent owned real or tangible personal property in Connecticut.
I would be happy to discuss this further with you so feel free to contact me.
lisa@southburylaw.com