Exclusive Services for Probate Attorneys

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Educate and Empower

Navigating probate can be daunting for executors or PRs. How much time does your team invest in educating clients on the fundamentals of probate and the executor's obligations? Each executor can access our free series, Educate and Empower. This series simplifies the probate process by breaking down its core steps, clarifying the executor's role and duties, and empowering them with the knowledge needed to navigate the process effectively. By leveraging this resource, your staff can minimize non-billable hours spent on education. 

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Information and Document Gathering

Documents are a crucial aspect that often slows down the probate process and adds to the administrative workload. We assist clients by coaching them on what documents they need to bring to their appointments. These include multiple death certificates, the will or trust, contact information for heirs, life insurance details, and a comprehensive list of assets and debts. We understand that finding these documents can be challenging, so we offer valuable resources for locating insurance policies or retirement benefits and provide cost-effective solutions for finding heirs. By emphasizing the significance of preparedness, we stress the importance of arriving at appointments with all necessary documents. This proactive approach significantly minimizes the time required to settle the estate, providing a sense of support and guidance in an otherwise complex process.

3

Concierge Services

Working in probate real estate presents unique challenges compared to traditional home sales. Clients often find themselves grappling with emotional decisions and feeling overwhelmed by the process, especially if they are managing a vacant property from out of state. This is where our concierge services prove invaluable.

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We have assembled a team of top-notch service providers specializing in probate matters. From locksmiths to trash-out and cleaning services, estate sales, and packing services, we offer a comprehensive range of support. Additionally, we can coordinate ongoing lawn and pool maintenance, handle utility payments, and conduct periodic property inspections. Our goal is to alleviate stress and make the probate process as smooth and hassle-free as possible for our clients.

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Preparing the Property

When it comes to real estate, we take charge of every detail. Whether it's conducting initial inspections, putting up No Trespassing signs to safeguard the property, we diligently guide each client. We offer a range of services, including time of death evaluations, current market values and rental potential analyses. 

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For personal representative aiming to optimize the estate's returns, we're here to support them in arranging repairs or basic renovations. Through our Estate Sale services, we often generate funds that can be reinvested into improvements.  

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Our primary objective is to secure the highest possible price for the estate and facilitate a seamless closing during the probate process. With our extensive experience, we consistently achieve this goal.

5

Probate Software

Tracking and disposing of assets, managing payments, monitoring expenses, preparing reports....does the list ever end? Most personal representatives and executors are overwhelmed by their duties. They don't understand them, they don't know where to find forms and resources and this puts incredible administrative pressure on you and your staff. 

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Each of our probate clients receive a free license to a comprehensive estate software - a $200 value that we pay for with no obligation on the part of the client. This will help them keep on task, manage all assets and their disposition, track the executors hours and expenses and ultimately prepare the reports you need to submit to the court. You will also have access to their software so you can see what they've accomplished or where they may be having issues. This software helps them navigate this complex process and acts as an assistant in the process, providing them with forms, links and education.  If you'd like to check it out, give us a call and we will set up a free trial for you or your staff.