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I have been dealing with my mother’s estate for over a year and the clerks in the surrogate court have been very friendly, patient and extremely helpful both in person and on my many phone calls throughout the process. I have not even needed an attorney, they have walked me through every step of the way. I’m very grateful to them!
The employees, in the surrogate office are very lazy and rude. Every time they tell you that you need to have a paper signed and when you get it signed there’s always another step. One of the employees were trying to call me a “liar” and also, they weren’t interested or enthused about doing there job. These workers are also very sarcastic. The humility I have to face at his office is a shame! Customers behind me were telling me to speak to the supervisor (Rose) because she is very nice. Every other worker in that facility will not cooperate with you, smile at you, or even ask how your doing. Very embarrassing and humiliating moment for me. The supervisor told me on the phone what steps needed to be taken and another worker was telling me a different situation. This office is very disorganized, humiliating, toxic, inconsistent, unsupportive, and very biased towards people of Monroe County. Will not recommend this place for anyone.
The Clerks at this office have been very helpful!! They answered all of my questions and helped me with the needed forms along the way.
You shouldn’t have to waste your time becoming a legal expert when someone dies. Affidavits? Executor vs. beneficiary? You just need to know what to do so you can get back to your family.
We get it, and that’s why Atticus gives you a customized to-do list with all of the necessary forms and details you need so you can get in and get out as quickly as possible.
Atticus is a San Diego based fintech company committed to empowering families through the process of bringing a close to the financial life of a loved one. It’s groundbreaking probate & estate settlement product is a comprehensive, all-in-one platform combining personalized guidance with intuitive, easy-to-use tools that allows families and their advisors to save time and money by navigating the estate settlement and inheritance process together.
Atticus is available nationally across the United States and Canada and is backed by a passionate team of industry experts including tax, legal, financial and fiduciary professionals.