What is Probate?
Probate is the legal process used to settle an estate, pay off debts, and distribute assets to heirs or beneficiaries. To begin the probate process, which is overseen by the state’s probate court, the validity of any will must first be established. If a will exists, an executor is then named to manage the estate until everything is settled and distributed according to the will or state laws.
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."
Start a Real Estate Plan
As skilled Probate Specialists, we provide comprehensive solutions to the critical questions that arise during the probate process, ensuring the best outcome for your family. We’re with you every step of the way, assisting in the sale of your loved one's property. This includes managing both minor and major aspects of probate property sales, such as helping you select and coordinate the right service providers (like personal property sorters, handymen, estate liquidators, appraisers, and more) all the way through to the final closing of the sale.
If your home is going through probate, let us help reduce your stress. It all starts with a simple strategy session to align with 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.
Our mission is to offer integral real estate solutions to companies, investors, and developers, building long term relationships and respecting our values to adapt our services to the demands of each client and adapt to the dynamism of the market in order to offer the best results.
A Real Estate Plan begins with a simple Strategy Session to discuss your family's goals.
Would you like to take a Proactive Approach?