01.General Probate Property Inquiry
Best for: “I’m not sure where to start." For individuals unsure which service best fits their situation. This option allows clients to share details and begin a conversation to determine which path is the best fit.
02.Probate Property Review
Best for: “I need clarity on next steps.” A high-level review of estate or inherited property circumstances to help identify next steps, potential concerns, and coordination needs to help families and fiduciaries understand what real-world property work may be required.
03.Executor & Heir Support
Best for: “I’m carrying the responsibility and need help managing it.” Non-legal support for executors, personal representatives, heirs, and family members navigating estate and inherited property responsibilities during periods of transition.
04.Out-of-State Executor Support
Best for: “I’m managing from a distance.” Support for executors, heirs, and fiduciaries managing estate or inherited property from a distance. We help coordinate on-the-ground services and act as a central point of communication, when authorized.
05.Property & Asset Coordination
Best for: “The property needs attention, maintenance, or oversight.” Coordination of non-legal, property-related tasks such as securing vacant properties, managing utilities and insurance coordination, facilitating clean-out services, and overseeing maintenance needs.
06.Resource & Vendor Coordination
Best for: “I need trusted vendors and scheduling handled.” Connection to vetted service providers and coordination of authorized access, scheduling, and communication related to estate and inherited property needs.
07.Administrative & Logistical Support
Best for: “I need organization, tracking, and coordination support.” Assistance with non-legal administrative tasks related to estate and inherited property matters, including asset inventories, tracking property-related details, and coordinating mobile notary services when needed.
08.Real Estate Sales Coordination
Best for: “The property needs to be sold.” Support for estate and inherited properties that may need to be prepared, positioned, marketed, and sold. This may include pricing strategy, property preparation, market positioning, buyer communication, transaction coordination, and sale timeline planning.