Building a reliable professional network is key to providing outstanding service to your clients. When it comes to real estate, the stakes in a probate case are too high to settle for anything less than exceptional competence. This checklist outlines the non-negotiable services and standards a probate attorney should demand from their real estate specialist. How does your current referral partner measure up?

 

✅ Specialized Certification and Verifiable Experience A real estate license is the bare minimum. Demand a specialist with a recognized probate certification (like C.P.R.E.S.) and a portfolio of successfully closed probate and trust sales. Ask for case studies or examples of complex transactions they have handled.

 

✅ A Roster of Vetted, Insured Vendors Your agent should be a project manager. They must have a trusted network of professionals for every possible need: estate liquidators, clean-out crews, contractors, and inspectors, all properly insured to protect the estate from liability.

 

✅ Flawless, Court-Ready Documentation Accuracy and timeliness are non-negotiable. Your real estate partner must be able to provide clear, defensible Broker Price Opinions (BPOs), meticulously organized purchase agreements, and detailed communication logs ready for inclusion in your court petitions.

 

✅ A Clear, Proactive Communication Protocol You shouldn’t have to chase your agent for updates. Demand a partner who provides a clear communication plan from the outset, with regularly scheduled updates for you and all designated heirs, so you are always informed but never burdened.

 

✅ Testimonials from Other Attorneys The best measure of a professional’s value is their reputation among their peers. Ask for references or testimonials from other probate attorneys they have worked with. A true specialist will have a strong track record within the legal community.

 

✅ Absolute Professionalism and Compassion with Clients Finally, your real estate partner is a direct reflection of you. Demand someone who can communicate with grieving families with the utmost compassion and patience, while maintaining the professionalism required to guide them through a complex financial transaction.

 

Don’t settle for less than a partner who elevates your practice. My entire service model is built to meet and exceed every item on this list, providing you and your clients with the highest level of specialized service.

 

I invite you to request my professional portfolio and references to see for yourself how my practice aligns with these standards.