Supporting You as a Personal Representative or Successor Trustee

Taking on the responsibilities of a Personal Representative or Successor Trustee can be like having a second job. These roles require you to collect documents, take inventory of assets and debts, and make critical decisions about insurance, real estate, finance, and investments, all with the possibility of personal liability attached.

How We Can Help

Many in fiduciary roles have limited experience, or access to local resources. We take the time to understand your needs and identify where we can assist. Our 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. (POA)

• 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 – As formally trained mediators, we are able to help families navigate the loss of a loved one, and disputes related to real estate, inheritance, or personality differences.

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

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

Whatever need you have, we invite you to have a conversation with us. We willingly and openly share information with no obligation. Please call, or text Kevin at 616-318-1322, or drop us a message on the form below and let’s see how we can help.

Choosing the Right Legal Counsel

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, they’re there to protect you from personal liability, and be a valuable referral resource for other professionals you will need. Knowledgeable counsel is invaluable and can be the best money you will spend through this process.

Not all attorneys are the same. A true specialist in estate, probate and elder law excels in anticipating and preventing issues before they occur. Getting out in front of issues before they become serious is an indispensable skill especially when tensions, or disputes arise among beneficiaries.

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 our experience and client feedback and we never accept compensation for referrals, so you’re getting our honest opinion.

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

Managing Real Estate Assets while in a Fiduciary Role

Your Trusted Resource

Our first responsibility to you, as a client, is to listen, provide expert guidance, and use our skill sets to serve you, and your family with intention. We’ve had first hand experience acting in these roles ourselves, so we know what is involved.

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, POA or Trustee, tasks like cleanup, repairs, personal property sales, and donation of items can be time consuming, and full of decisions 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, or trust may require you to be constantly on your game. It is critical to know when it is wise to involve legal counsel, or other experts before making an off the cuff decision that could have serious repercussions.

It is also your duty to secure a vacant property, prevent theft, vandalism, and squatters, and to make sure it is properly insured. These actions prevent the principal, trust or estate you represent from experiencing costly damages, legal battles, and lost assets, and will keep you from being personally liable for a loss.

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 Systems
✔ Secure Storage, Including Climate-Controlled Facilities
✔ Packing, Organization & Moving Services
✔ Personal Property Appraisal & Estate Sale Resources and much, much more…

We’ll assist you in navigating these responsibilities with confidence.