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Read more about the article What is a Notice of Proposed Action

What is a Notice of Proposed Action

  • Post published:August 22, 2024

Understanding the Notice of Proposed Action (NOPA) When you take on the responsibility of managing a loved one’s home, your probate attorney will mention a Notice of Proposed Action (NOPA). This essential legal document is required when selling real property…

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Read more about the article What to Expect from the Probate Appraisal

What to Expect from the Probate Appraisal

  • Post published:August 8, 2024

All probate real estate transactions require that the property of your loved one be appraised. The probate appraisal will be completed by a licensed Probate Appraiser known as a Probate Referee. This process is to determine the monetary value of…

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Read more about the article How We Helped Ramon Eliminate a Tax Sale

How We Helped Ramon Eliminate a Tax Sale

  • Post published:July 25, 2024

Just a quick story to remind you how we can best help….  When his dad passed, Ramon was appointed administrator of his estate. His attorney notified him that the property had a tax lien, and Ramon called in a panic…

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Read more about the article How We Helped Andrea Move From Overwhelm To Relief

How We Helped Andrea Move From Overwhelm To Relief

  • Post published:June 6, 2024

Just a quick story to remind you how we can best help.... Andrea was appointed as the administrator of her sister Kathleen’s estate. When arriving from Maine, she discovered her sister had a hoarding disorder. The small house was full…

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Read more about the article How Working with a Probate Real Estate Advisor Helps Personal Representatives

How Working with a Probate Real Estate Advisor Helps Personal Representatives

  • Post published:May 23, 2024

Google “Probate Real Estate,” and you will find many sites on how a buyer can amass great wealth buying real estate in distress because it’s in probate. Obviously, this does not benefit the executor or administrator. At a vulnerable time…

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Read more about the article Trustee Robert Didn’t Want to Travel

Trustee Robert Didn’t Want to Travel

  • Post published:May 2, 2024

Just a quick story to remind you how I can best help…. Trustee Robert lives in Troy, New York; quite a distance away from his brother’s home in the estate. Because he was 87 years old, Robert asked his New…

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Read more about the article Trustee Marilyn gets the Help She Needs

Trustee Marilyn gets the Help She Needs

  • Post published:March 14, 2024

Just a quick story to remind you how we can best help... Marilyn’s father prepared her for the time when his battle with cancer would end. He had a living trust and Marilyn was his successor trustee. The family was…

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Read more about the article How We Saved Brad’s Equity from the Bank

How We Saved Brad’s Equity from the Bank

  • Post published:February 29, 2024

Just a quick note to remind you how we can best help the people you refer to us... When Brad’s mother passed, as her only child, Brad was the single beneficiary of her estate. He lived out of the area,…

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Read more about the article How We Saved Thousands For Julie’s Mom’s Estate

How We Saved Thousands For Julie’s Mom’s Estate

  • Post published:February 15, 2024

Just a quick story to remind you how we can best help the people you refer to us... While in escrow on the sale of her mom's home, we received an urgent call from the buyer's agent. She shared that…

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Read more about the article How We Turned $5,000 Into $45,000

How We Turned $5,000 Into $45,000

  • Post published:January 25, 2024

Just a quick story to remind you how we can help…. Jeff’s family lives in Ohio and had a vacation home in our area. When his mom passed away, he and his family had to decide whether to keep it…

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Recent Posts

  • Managing Personal Belongings and Shipping After Death
  • Susan and Bill Honor Their Brother
  • Do I need a tax identification number when selling real estate in probate or a trust?
  • Executors & Administrators of Probate Decision Making
  • Common misconceptions about wills and probate

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