Supporting You in Your Role as a Personal Representative

Unless you’re a professional fiduciary, taking on the responsibilities of a Personal Representative can quickly feel like a second job. This role requires you to make critical decisions about insurance, real estate, finance, and investments, which is a daunting task, especially if you live out of the area.

How We Can Help

Many Personal Representatives have limited experience or local resources. Our first step is to understand your needs and identify where we can assist. Clients engage our services for a variety of reasons, including:

• Local Representation – Serving as an on-the-ground resource for out-of-town Personal Representatives, Trustees, or Attorneys-in-Fact.

• Coordination & Connections – Identifying and coordinating service providers, including insurance, accounting, security, video documentation, and property check-ins, while also acting as a resource for your legal counsel.

• Family Mediation & Consulting – Helping families navigate disputes related to inheritance, emotional loss, or real estate to reach fair and peaceful resolutions.

• Property Strategy & Valuation – Providing expert guidance on maximizing the value of estate real estate assets.

• Probate & Process Guidance – Offering general, non-legal information to help you streamline the probate process and manage costs effectively.

Our services are available on a flat fee, consulting basis, or as a percentage of real property asset liquidation.

Whatever your need, we can tailor a plan that will fit. Please call or text Kevin at 616-318-1322 or drop us a message.

Choosing the Right Legal Counsel for Your Needs

To fulfill your fiduciary duties effectively, retaining experienced legal counsel should be a given. Not only is the right attorney there to help you manage the probate process, more importantly, they’re there to protect you from personal liability. Knowledgeable counsel is invaluable and can be the best money you will spend in cases of conflict.

Not all attorneys are the same. A true specialist in estate, probate and elder law excels in anticipating and preventing issues before they occur. When tensions or disputes arise among beneficiaries, this expertise is indispensable.

If you are in need of a recommendation, we can provide a short list of highly regarded attorneys with this expertise. Our recommendations are based solely on experience and client feedback—and we never accept compensation for referrals.

Having the right legal support can make all the difference. Let us help you find the guidance you need.

Managing Real Estate Assets while in a Fiduciary Role

Let Us Be Your Resource

Our first responsibility to our clients is to listen, provide expert guidance, and use our skill sets to serve you and your family.

If you’d like to know the value of a property, or discuss how best to manage the family tensions, or any number of issues that come with fulfilling this role, please share your contact information. You have nothing to lose and some very useful resources to gain.

If you're managing real estate as a Personal Representative or POA, tasks like cleanup, repairs, personal property sales, and the donation of items can be time consuming, and full of pitfalls that could be second guessed if reviewed by a court at a later date.

Beyond the workload, your role as a fiduciary is full of hidden risks that could potentially expose you to significant personal financial liability.

It may seem unfair but there is not a lot of room for making an error in judgement. The complexity and value of an estate may require you to be constantly on your game and to know when to involve legal counsel, or other experts before making an off the cuff decision that could cause the estate to suffer a loss.

It is also your responsibility to securing a vacant property, prevent theft, vandalism, and squatters and to make sure it is properly insured. These actions can save the estate or principal you represent from experiencing costly damages, legal battles, and lost assets.

Not only are we able to help you navigate these risks, we’re also able to connect you with trusted service providers to handle the challenges that comes with managing real and personal property assets.

Our Trusted Partners Provide:

✔ Cleanup & Property Cleanout
✔ Securing & Protecting Vacant Homes
✔ Video Monitoring & Security System installation
✔ Secure Storage, Including Climate-Controlled Facilities
✔ Packing, Organization & Moving Services
✔ Personal Property Appraisal & Estate Sale Resources and much, much more…

Let us help you navigate these responsibilities with confidence.