If you’ve been chosen to oversee the settlement of a loved one’s estate and find yourself involved in complex property dealings or family conflict, it can quickly become overwhelming…
We’re uniquely qualified to help you in these 5 ways:
#1 - We provide you with valuable non-legal information – information that is not easily accessible, and the kind that often falls through the cracks.
With over two decades of experience working with fiduciary clients, their legal professionals, and serving as fiduciaries in our own families, we bring first-hand knowledge to support you.
We’re familiar with the probate process and understand the less obvious risks that can arise from being insufficiently informed.
For instance, certain property conditions might cause a decedent’s homeowner’s insurance to lapse, or allowing a relative to use a vehicle owned by the estate could lead to significant consequences. Issues like these can harm the estate’s value and create substantial personal liability for you as the decision-maker.
#2 - Through long standing relationships, we’re able to supply you with a list of specialized service providers that can assist you in your role. You’ll be able to get help with securing a property, cleaning out a home, cleaning up a site, making repairs, organizing, and selling personal property, just to name a few.
#3- We’ll also help you find the right systems to make the complicated record requirements more manageable, and help you prevent potential issues by suggesting ways to keep the relationships in a good spot with all of the interested parties.
#4 - And, when it comes to the sale of a real property asset, we’ll use our extensive knowledge base (development, zoning, appraisal, property improvement, etc.) to get you and the beneficiaries you represent the absolute highest price possible. We’re experienced with proactively finding the right buyer, excel at negotiating and closing the sale, and work exceptionally well with legal counsel.
#5 - We are also trained mediators and facilitators. These skills equip us to bring new perspectives and peacemaking to families in disagreement - disagreements that often arise at a time of significant loss, and especially when money is involved.
We care about what happens to you and your family. We’ll bring partnership, experience, and solid advice to make this difficult job much easier.
Leave your contact details, ask a question, or drop us a short message. Let’s have a conversation and see how we can help with no obligation.
We are not attorneys and do not offer legal advice in any form. We provide information that may be extremely important, but which also may fall outside the scope of a legal professional’s practice.