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Law Offices of Heath-Newton, LLP
240 Stockton Street, Suite #400
San Francisco, CA 94108
Phone: 415-523-6023

Did the person pass away in CA?

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Did the person who passed away have assets in CA?

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Did the person who passed away leave a will or a trust?

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If there is a will or a trust, do you have a cop(ies) to supply me?

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Do you have copies of any amendments to the trust or codicils to the will?

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Is there an urgent matter that requires immediate attention (i.e. pending judicial proceeding, foreclosure sale, a business to run, etc)

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