Have You Been Named Trustee of a Trust, Personal Representative of an Estate or Power of Attorney for Someone Else?
If so, it might be good for us to have coffee…
You may have already noticed that your role is time consuming and complicated.
Since yours is a legal, fiduciary role, you may not even realize the extent of the personal financial risk that you’ve taken on?
Did you know that property insurance policies can automatically void if a home has been vacant for over 30-60 days?
Maybe not…because no one tells you.
They also don’t mention that you could be held personally liable for any loss that results, since you are the one responsible for keeping it insured.
Tenancy issues can be unknowingly created, family disagreements can lead to court, and these roles can quickly become overwhelming.
That’s where we come in.
We’ll help you manage your risk, provide you with non-legal information, and help you keep your family relationships intact throughout the entire process. Connect with us below for more FREE, no obligation insights!
Acting as a fiduciary for the first time can feel pretty overwhelming, when you begin settling an estate or winding up a trust. We’ve collected a ton of insight over a couple of decades worth of serving the private fiduciary community.
Please feel free to send us an email with any questions you may have. We’ll answer them for free. We’re not attorneys, so we don’t give legal advice, but we’re great at filling in the non-legal information gaps and explaining the complicated processes and significant pitfalls. We also know great attorneys who can help.
And, best news is, we’ll never misuse your email or spam you in any way. We’ll use it to answer your questions.
Novel concept right?
POA, Trustee, Personal Representative and Other Fiduciary Managed Real Estate
Looking after a loved one’s is an honor but it can also be a second full time job.
As an agent under their Power of Attorney, you may be managing finances, making care decisions, or taking on the difficult job of finding them safest and best place for them to receive the assistance they need.
If your loved one has passed, settling their estate or winding up their trust can be exhausting, especially in the midst of grief.
We understand these challenges first hand. Having personally served in these roles, we know both the tasks you will face and the resources you will need to be successful.
We’re here to help. We invite you to learn more here.
Certified Probate Real Estate Specialist (CPRES)
Residential Real Estate Representation
We absolutely love our clients and friends. Being their trusted advisor during the exciting and deeply personal time of making a home transition is such an honor and the close relationships that develop through the process mean the world to us.
Since ours is a family business, our clients are able to access the different, but complimentary talent sets of two highly experienced brokers. And, since we work together on virtually every file, you’ll always be able to reach one of us with any questions you may have.
Most importantly, we genuinely care about your outcome. It’s what gives our work meaning. Find out more about our unique practice here!
Facilitators of Meaningful Family Conversation
We believe that one of the most valuable thing we can do in life is to bring more peace and stability to others.
Whether we’re working to resolve sensitive issues between family members, or providing support for those overseeing real property assets as fiduciaries, we are witness to these dynamics every day.
Trained in mediation, intentional dialogue, and experienced in facilitating conversations between those with differing priorities, we know how to help families move away from conflict that can leave scars that last decades.
Acting as sounding boards, intermediaries, and respectful challengers, we are well equipped and deeply honored to help.
Find out more about our special services here.
Enhancing The Value of Real Property
As professionals with decades of residential, commercial and appraisal experience, our tool box is extensive when it comes to determining the current (and future) value of a real property asset.
While the valuation of some properties is straightforward, others hold the possibility to create what we refer to as “intellectual value”.
Knowing how future land use, availability of public utilities, and possible financial incentives can be used to significantly enhance a property’s current value is key to understanding its true monetary potential.
You Ask, We Answer
Do you have a real estate question or some other need but you’re reluctant to open a conversation with a someone you don’t know?
We’re not your normal real estate people.
We’ve been blessed with many different experiences and believe that serving others, with no strings attached, is both a gift and a responsibility.
If there is something we can help you with, drop us a few details and we’ll do our best to get you what you are looking for.
Email Policy
If you ask a question on our site, our policy is to send you the information you are seeking.
If you choose to sign up to receive updates and news, that’s great. You’ll receive an interesting newsletter with valuable information that it really important for you to know.
We will never bury you in emails. We don’t appreciate it when it’s done to us so we are committed to not doing it to anyone else.