What is Probate?
Probate is the legal process used to settle an estate, pay off debts, and assign assets to heirs or beneficiaries. To initiate the probate process—which is managed by the state’s probate court—one must first establish the validity of any will, if any, and then name an executor to manage the estate until a settlement is reached.
“A Real Estate Planner is a licensed real estate agent who is certified and has the knowledge, training and experience to compassionately guide a real estate owner in ways to create generational wealth, minimize taxes and facilitate goals of the family.”
“A Real Estate Plan begins with a Simple Strategy Session to Discuss Your Family’s Goals”
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Fortunately, as skilled Probate Specialists we help with solutions to all of these questions and most importantly deliver the outcome your family needs. We are with you every step of the way, assisting in the sale of your loved one’s property. This encompasses managing both minor and major aspects of probate property sales, such as helping you choose and coordinate the best service providers (such as professionals for personal property sorting, handyman tasks, estate liquidators, appraisers, etc.) all the way through to the final closing of the home sale.
If you have a home going through probate, allow us to reduce your stress. It all begins with a simple strategy session around your family’s goals.
Collaboration with Financial Advisors, CPAs and Trust Attorneys
We work with your team of trusted advisors to ensure the plan you decide on meets all aspects of your financial and real estate goals.
A Real Estate Plan begins with a simple Strategy Session to discuss your family’s goals.
