Your Trusted Real Estate Partner for Probate and Trust Administration

Expertly managing the property, so you can focus on the law. We provide court-ready valuations, proactive communication, and compassionate client care to streamline your caseload.

A Common Bottleneck in Probate: The Property.

As you know, the real estate asset is often the most valuable and the most complex part of settling an estate. An inexperienced agent can introduce delays, liability, and unnecessary client-management headaches into your carefully managed case.

• • Inexperienced Agents: Causing closing delays with incomplete paperwork.
  • Family Disputes: Wasting your billable hours mediating disagreements over the property.
  • Property Neglect: Managing the endless logistics of clean-outs, repairs, and vendor access.
  • Fiduciary Risk: Receiving inaccurate valuations that could challenge your client’s fiduciary duty.

A Partnership Designed for Legal Professionals

My service is built to function as a seamless extension of your law practice, protecting the estate’s interests and your time.

• • 1. For Your Practice: Ultimate Efficiency
    • Single point of contact for all property matters.
    • Proactive, consolidated updates for you and all heirs.
    • Court-ready Broker Price Opinions (BPOs) delivered on time.
    • Flawless coordination with your paralegal and staff.
• • 2. For Your Client: Compassionate Results
    • Sensitive and patient communication with grieving families.
    • A network of vetted vendors for estate sales, clean-outs, and repairs.
    • Strategies to maximize the property’s sale price.
    • Reduced stress and anxiety for the executor/administrator.
• • 3. For the Case: Unmatched Expertise
    • Certified Probate Real Estate Specialist (C.P.R.E.S.).
    • In-depth knowledge of the court confirmation and overbid process.
    • Strategic marketing for “as-is” sales to mitigate liability.
    • A proven track record of successful probate sales.

Our Protocol for a Seamless Transaction

• • Step 1: Initial Case Consultation: A no-obligation meeting to review the case files, property details, and establish clear objectives.
  • Step 2: Strategic Plan & Valuation: We deliver a comprehensive BPO and a tailored marketing and sales plan for the property.
  • Step 3: Full-Service Property Management: We coordinate all necessary logistics, from securing the property to managing vendors for clean-out and repairs.
  • Step 4: Targeted Marketing & Negotiation: We execute the sales plan, managing showings, negotiating offers, and keeping all parties informed.
  • Step 5: Meticulous Closing Coordination: We work hand-in-hand with your office and the title company to ensure a smooth, compliant, and timely closing.

Ready to Add a Probate Real Estate Specialist to Your Team?

Let me handle the complexities of the real estate, providing you with peace of mind and allowing you to deliver exceptional service to your clients. Download my detailed service protocol or schedule a brief, confidential consultation to discuss your next case.