If you are a successor trustee and find yourself involved in complex property situations, or family conflict, it can quickly become overwhelming…
We’re uniquely prepared to help you in these 5 important 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 and their legal professionals—and serving as fiduciaries within our own families—we bring first-hand knowledge to support you effectively.
We’re well-versed in working with trusts and trustees and attuned to less obvious issues that can arise as a result of a lack of information.
For example, certain property conditions might cause a decedent’s homeowner’s insurance to lapse, or allowing a relative to use a vehicle still titled to the trust could lead to serious consequences.
These scenarios can significantly impact the beneficiaries of the trust, affect value and create personal liability for you as the decision-maker. Our expertise helps you navigate these complexities with confidence.
#2 - Through long standing relationships, we’re able to supply you with a list of specialized service providers that can assist you with services such as: 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 help you select the systems that make complicated record requirements more manageable and help you prevent potential issues with beneficiaries by suggesting methods and timetables of communication to keep the relationships good with all interested parties.
#4 - And, when it comes to the sale of a real property asset, we’ll use our extensive knowledge (development, zoning, appraisal, property improvement, etc.) to get you and the beneficiaries you protect the absolute highest price possible. We’re proactive at finding the right buyer, excel at negotiating and closing the sale, and work exceptionally well with legal counsel.
#5 - We are also trained mediators. These skills help us to bring peace to families in disagreement - which often arise at a time of significant loss, and especially when money is involved.
We genuinely care about what happens to you and your family. We’ll bring partnership, experience, and solid advice to make your difficult job much easier.
Have questions? Drop us a short message and your contact info and let’s see how we can help.
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.