No one will ever tell you that being an executor or personal representative can be stress-free. Challanges and complex decisions will have to be dealt with. As a CERTIFIED PROBATE CONCIERGE™ we can greatly help you be better prepared, well-informed, and have easy access to the professional help you need. If you haven’t yet secured the services of a competent probate attorney, we can help you choose one whose good work we know and are comfortable recommending.
We’ll help you at every step along the way and do everything possible to steer you clear of the minefields. Of course, you’ll still have to make some important choices, but having a CERTIFIED PROBATE CONCIERGE™ by your side makes the task significantly less stressful. Our first one and a half hours of consultation is free and we will happily provide you with checklists and contact information for the professional services you will need. (After 1.5 hours, we MAY continue for free, or in cases of significant complexity, provide a bid for advanced custom work.)
The process of settling an estate is likely going to be emotionally challenging. There will be the sorting of the personal belongings, the selling your loved one's home & vehicles, navigating the legal and accounting landscape, and paying estate debts.
We can provide you with:
FREE software that will greatly ease the burden of handling the inventory / disposition of the personal property.
Checklists of steps you will want to take to protect the estate and move the process forward in the courts.
Connect you with professionals who are empathetic and experienced with doing the tasks that seem overwhelming. My team is ready to help get the process done the way you and your family want and need.
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