Handling Probate Issues Can Be Difficult.

No matter if you’re an attorney, a personal representative, or an executor/executrix, we can help.

We Can Help Make This Tough Task Far Easier For You

Be advised that no one should ever tell you that being an executor or personal representative can truly be stress-free because decisions will indeed have to be made. As an experienced Real Estate Professional, we will make sure that you are always well-informed in regards to these decisions – especially as they pertain to real estate. We will also help you with some of the difficult conversations you may have to have with family members and other heirs. If you haven’t yet secured the services of a competent probate attorney, we can help you choose a good one we know and are comfortable recommending.

We’ll help you at every step along the way and do everything possible to steer you clear of the minefields. Of course, you’ll still have to make some interesting choices, but having us as an advisor by your side makes the task significantly less lonely.

Do you need to dispose of the property in the estate quickly because of an immediate need for funds?

We know this can be for a variety of reasons. It may be needed to provide for health care or housing for a surviving spouse or other family member, educational and transportation expenses, other purchases, paying the bills of the estate or simply get asset funds into the hands of the heirs for other reasons. Here’s where we really shine.

We’ll start by helping you determine specifically what the most critical objectives are regarding the real estate that’s involved in the probate. We’ll also help you quantify the most pressing needs for funds, which may actually be needed faster than a sale can occur and we can help there as well. Additionally, we can provide immediate cash buyers from our list of qualified local investors. Our investors can often make offers within 24 hours on almost any property and can close quickly. Of course, timelines are frequently subject to the courts and their filing timelines, which are beyond our control. However, our efforts minimize these delays whenever possible. In the event that faster access to funds is needed, we have financial services we can offer to address these issues almost immediately.

 

Do you need to maximize the selling price to provide the greatest cash benefit to the heirs/stakeholders?

When maximum revenue is the focus, we’ll make certain the property is not only listed properly but marketed aggressively and intelligently to assure maximum exposure. We’ll make sure you know exactly what the property is worth if you are willing to wait for the right buyer and we’ll help you determine any possible repairs (if any) that might add more to the final selling price than their cost – in other words, the greatest bang for the buck. Be aware that all too often, ill-informed sellers spend far too much on repairs that do not even cover their cost in the final sale price. This is where our experience, preparation, and savvy marketing skills come into play.

 

Do you and/or other family members have a specific financial plan in place for the funds that will be distributed from the probate assets?

Again, This is one of the biggest values that we bring to this process. We manage the estate plans and financial programs for hundreds of families just like yours. We’ll patiently explain your best options; how to appropriately minimize your tax burdens; and how to best utilize the assets from the probate to be the cornerstone of a solid financial future for your and your family.

What If You Are The Attorney?

We work especially well in these situations. Typically the attorney of record has one of two roles. They are either appointed to the task by the court or selected by the family or executor / personal advisor. If you’ve been court-appointed, then your role is usually focused strictly on the legal issues regarding any transactions and dispersal of assets. However, if you are retained by the family or the executor / personal representative, your role usually extends to include a more advisory capacity as well. In either case, we will at all times keep you well-informed about any aspect of the process in which we are involved – especially when it comes to fielding offers on the real estate.

In some cases, the family or executor / personal advisor will want ALL aspects of the probate to be handled completely by the attorney. In these cases, we’ll work with you as “the client” regarding the real estate, just as we would with the executor / personal advisor.

We have focused our efforts on working in this unique area of Real Estate because we feel it allows us to not only perform a much-needed service to people in times of great stress but also because it is a place where we can differentiate our level of expertise from others who are not as focused in this niche. We’ve taken the time to and made the investment to properly prepare to assist you. If you’d like some general information, please review our list of Frequently Asked Probate Questions. We are ready to start working with you today and ease any unnecessary burdens quickly. We’re ready to help you immediately!

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