Legal

What We Do.

Unless you are a professional fiduciary, it is a good bet that agreeing to take on these new responsibilities will soon have you feeling like you’ve just taken on another job. Without a fair amount of personal, or otherwise accessible expertise in subjects like insurance, real estate, finance, and investment, fulfilling your duties may be challenging, especially if you happen to live out of the area.

That’s where we come in. Since many in your position come into their respective roles with limited experience and few resources, our first job will be to explore your needs and see where we can help. Client’s retain our services for a wide range of reasons specific to their needs. Here is just a partial list…

We often act

- as an on the ground resource for an out of town PR, Trustee or Attorney in Fact.

- as a connection point and coordinator to service providers and professional resources (insurance, accounting, security, video records, regular drive by check ins, etc) and liaison/resource for your legal counsel 

- as intermediaries and consultants to families with disagreements or conflict related to a loss, inheritance or real estate issues and help them get to a resolution.

- as sounding boards and consultants offering potential pathways to maximize the value of a property asset

- as a resource for general, non-legal questions and probate process information which will allow you to better manage the time and expense of your legal representation.

(All services are offered on either a fee for service basis or as part of a real property asset liquidation)

Personal Representatives headed for the probate process have some important choices to make. To effectively serve as a fiduciary, retaining competent legal counsel to assist you is highly recommended. Paying the right legal professional to help you work through the process will keep you safe from potential personal liability and it will be a significant benefit to the estate, especially if conflict arises.

Every counselor brings their own unique skills to the table. Many attorneys can get you through the probate process. The right counselor specializes in estate and probate law and is excellent at anticipation and prevention. Whenever there is tension and potential disagreement between beneficiaries and/or families, this skill set is indispensable.

If you are in need of a recommendation, we are able to provide you with a short list of counselors that specialize in probate/estate law and settlement. We never accept any compensation for our recommendations and provide them based solely upon our own experience and the feedback we receive from our clients.

Dispute Resolution Assistance

Significant family events can upset everything. From the death of the mother that held the family together, to the disagreements that often arise between siblings over what is best for their elderly parents, we are uniquely prepared to assist.

Conflict between family members is complex. In many cases, these tensions find their origins in occurrences that happened decades ago and when monetary issues are involved, or items of sentimental value are intertwined with the emotion of the moment, it can get complicated quickly.

As trained mediators and experienced facilitators, we’ll partner with you and other family members to keep the peace while reaching understanding and agreement that benefits all parties.

If your family is presently in disagreement over a property related matter, please contact Kevin at 616-318-1322 or drop us a message and let’s explore how we might help.

When real estate assets are left behind, there is seldom a time when a large cleanup, fix up, estate sale or give away is not in your future. More often than not, it is be an unpleasant, costly and tedious job to accomplish.

In addition, it’s easy to be unaware of the unintended consequences that come along with condition changes to a property. One such consequence is the vacant property clauses that are present in all home owners policies, which can void coverages without warning, leaving you open to a significant property loss and potential peronal liability.

Also, the need to secure a property against thieves and squatters is a serious concern as the prospect of physical damage, eviction proceedings and the loss of valuable personal property becomes a real possibility.

Through the intentional development of important relationships, we’re in a position to access vetted service providers that can help you address virtually any need you’ll have as you deal with the real and personal property assets under your care.

Here  are just a few of the services our relationships can provide:

• Clean up and clean out

• Securing and protecting vacant property

• Video monitoring and security system installation

• Secure storage, including climate controlled indoor facilities

• Packing, organization and moving services

• Personal property appraisal and estate sale resources, as well as many others…

No matter the need, we know the people who can help!

Getting the Most For Estate Property

One of the most important parts of our job is to provide you with the best options for accomplishing your unique financial goals when it comes to liquidating a real property asset.

Our natural inclination is to always pursue a sale that will yield the most money, but sometimes there are other forces to consider. Our first responsibility is to listen to you, offer you our wisest counsel and to formulate a plan based upon what is best for you and your family.

If you would like to explore the potential value of a property you own, or control, drop us your contact information below and let’s connect. We’re here as a resource and would welcome the opportunity to answer any questions you may have.