Comprehensive Support Throughout the Probate Process
As a Certified Probate Real Estate Specialist (CPRES) and Managing Broker, I provide results-oriented support for individuals managing estate-related real property.
Our firm creates a structured Probate Action Plan to help reduce your workload, ensure legal compliance, and maximize property value—while aligning with the estate’s goals.
- Strategic property evaluations and marketing plans
- Access to cash buyers and traditional retail channels
- Coordination with attorneys, title companies, lenders, and agents
- Full-service project management for repairs and improvements
- Vacant property oversight
The Value of Qualified Professionals
Probate Attorneys
Ensure all legal steps are followed, from validating the will to managing debts and court filings.
Financial Professionals
- Accountants: Organize essential financial data.
- CPA’s: Deliver in-depth estate accounting.
- Tax Attorneys: Navigate complex estate tax matters.
- Investment Brokers: Advise on estate-held stocks, bonds, and portfolios.
Property Valuation & Market Strategy
Real estate is often the most valuable estate asset. A timely, accurate valuation is critical for legal and tax purposes.
Our Probate Comparative Market Analysis (PCMA):
- Value – Estimates date-of-death property value (often requested by attorneys or CPAs).
- Marketability Review – Offers projections under multiple conditions (as-is, improved, turnkey).
- Custom Marketing Strategy – Tailored to the estate’s goals and property condition.
Note: Online estimates often lack the detail required for probate court or professional planning.
Property Oversight & Maintenance
As the Personal Representative (Executor/Executrix), you’re legally responsible for the property. We offer coordination services to match your Probate Action Plan.
- Property cleanouts
- Minor repairs and cosmetic updates
- Trusted contractor referrals
- Vacant property management
Glossary of Common Probate Terms
- Beneficiary: Named individual in a will who receives assets
- Heir: Inherits by law when no will exists
- Intestate: A person who dies without a valid will
- Testate: A person who dies with a valid will
- Personal Representative (Executor/Executrix): Manages the estate
- Probate: Legal process of settling an estate
- Probate Court: Handles estate, guardianship, and conservatorship cases
- Joint Tenancy with Rights of Survivorship: Surviving co-owner receives full interest
- Tenancy in Common: Each owner may transfer their share independently
Schedule a Confidential Consultation
Whether you’re working with an attorney or handling matters yourself, our structured consulting approach helps you stay organized, informed, and compliant.
Call today or request a consultation to begin your customized Probate Action Plan.
To schedule a free return call online click HERE