Have you been appointed Personal Representative of a decedent’s estate?
Are you the Successor Trustee, or Attorney-In-Fact (POA) for a parent or loved one?
As a “fiduciary” you have taken on the duties and legal responsibilities required by your specific role. You’re also obligated to act in the best interest of the beneficiaries, or principals you now serve. Since few come into this role with any prior experience, there is a lot to know.
As Certified Probate Real Estate Specialists and experienced family facilitators, we can help you get through this complicated and often overwhelming process, support your family relationships, and help you get the information and services you need.
Support for Fiduciaries: Simplifying Your Responsibilities
Unless you're a professional fiduciary, taking on these responsibilities can quickly feel like a second job. Without expertise in insurance, real estate, finance, or investment—especially if you live out of the area—fulfilling your duties can be overwhelming.
How We Are Able to Help
Many in your position have limited experience and resources, so our first step is understanding your needs and to identify where we can assist. Clients retain our services for a variety of reasons, including:
Local Representation – Acting as an on-the-ground resource for out-of-town Personal Representatives, Trustees, or Attorneys-in-Fact.
Coordination & Connections – Facilitating service providers and professional resources, including insurance, accounting, security, video records, and property check-ins, while also serving as a liaison for legal counsel.
Family Mediation & Consulting – Helping families navigate disagreements related to loss, inheritance, or real estate matters to reach resolutions.
Property Strategy & Valuation – Offering guidance on maximizing the value of real estate assets.
Probate & Process Guidance – Providing general, non-legal information to help you manage time and legal expenses efficiently.
Our services are available on a fee-for-service basis, or as part of a real property asset liquidation.
Let us help you navigate these responsibilities with confidence and ease.
Guidance for Personal Representatives in Probate
Personal Representatives navigating the probate process face important decisions. To fulfill your fiduciary duties effectively, retaining experienced legal counsel is highly recommended. The right attorney not only helps you manage the process but also protects you from potential personal liability and provides invaluable support to the estate—especially in cases of conflict.
Not all attorneys are the same. While many can guide you through probate, a true specialist in estate and probate law excels in anticipating and preventing issues. When tensions or disputes arise among beneficiaries or family members, this expertise becomes essential.
If you need a recommendation, we can provide a shortlist of highly regarded probate and estate attorneys. Our recommendations are based solely on experience and client feedback—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
Navigating Family Conflict During Life Transitions
Major family events can disrupt everything—whether it’s the loss of a matriarch who held the family together or disagreements among siblings about an aging parent’s care. These situations can be emotionally charged and difficult to resolve.
Family conflicts are often deeply rooted, sometimes stemming from events decades in the past. When financial matters or sentimental belongings are involved, tensions can escalate quickly.
As trained mediators and experienced facilitators, we work with you and your family to maintain peace, foster understanding, and reach agreements that benefit everyone involved.
If your family is presently in disagreement over a property related matter, please call or text Kevin at 616-318-1322 or drop us a message. Let’s explore how we can help.
When you’re responsible for real estate assets, cleanup, repairs, estate sales, or donations are almost always part of the process. These tasks can be time-consuming, costly, and overwhelming.
Beyond the workload, there are also hidden risks. Changes to a property’s condition can have unintended consequences, such as vacant property clauses in homeowners' insurance policies. These clauses can void coverage without warning, exposing you to significant financial loss and potential personal liability.
Securing a vacant property is another critical concern. Theft, vandalism, and squatters can lead to costly damages, eviction proceedings, and the loss of valuable personal property.
We’ve built strong relationships with vetted service providers who can assist with nearly every challenge you may face when managing real and personal property assets.
Services 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 more…
Maximizing Your Real Estate Assets
One of our most important roles is helping you explore the best options for achieving your financial goals when liquidating a property.
While maximizing sale value is always a priority, other factors may also come into play. Our first responsibility is to listen, provide expert guidance, and develop a strategy that best serves you and your family.
If you’d like to assess the potential value of a property you own or manage, share your contact information below. We’re here as a resource and would be happy to answer any questions you have.
