Estate & Probate Concierge Services

Estate & Probate Concierge ServicesEstate & Probate Concierge ServicesEstate & Probate Concierge Services

Estate & Probate Concierge Services

Estate & Probate Concierge ServicesEstate & Probate Concierge ServicesEstate & Probate Concierge Services
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    • ATTORNEYS
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      • WHAT OUR CLIENTS SAY
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    • WHAT OUR CLIENTS SAY

Most Personal Representatives are not sure exactly what to do...

Most Personal Representatives are not sure exactly what to do... Most Personal Representatives are not sure exactly what to do... Most Personal Representatives are not sure exactly what to do...
We Can Help

Most Personal Representatives are not sure exactly what to do...

Most Personal Representatives are not sure exactly what to do... Most Personal Representatives are not sure exactly what to do... Most Personal Representatives are not sure exactly what to do...
We Can Help

You likely haven't done this before - so how could you know?

Dealing with a lifetime of cherished belongings is often the most challenging part of being a Personal Representative. I remember when my Mother passed I was an emotional mess going through her things and finding paintings I had done in kindergarten and my old school report cards.

It can be easier to let someone else take care of this part. 


And, strictly speaking nothing should be sold from the home without the money being deposited in the estate's bank account.

Expert Guidance to Help Navigate The Probate Process & We Work Closely with Attorneys

ATTORNEYS

We know you want to honor the loved one who selected you to be a personal representative...

In order to do that you will likely need guidance, resources and an advisor with expertise in probate, even if  an attorney has already been appointed.    Attorneys only take care of the legal matters and there are many other things you will be expected to take care of.


The number of hours required to settle  estates is more than anyone expects,  and you're already busy with your  job -  so it is easy  to feel overwhelmed - which may lead to expensive mistakes. 


We understand you want to honor the loved one who chose you to be their personal representative by doing a good job.  We know it's hard and that 's why we 've built a system which can be customized for your unique situation. to keep you on track.


Book a time so we can chat.  There may be a few things we can take off your shoulders or you may have questions we can answer.  And, don't worry,  many  of  our initial  services are free.

                                                        

                                                                                                      Liz

                                                                                               Liz Houghton



SERVICES WE PROVIDE

PROJECT MANAGEMENT

PROJECT MANAGEMENT

SENIOR PLACEMENT

PROJECT MANAGEMENT

PERSONAL PROPERTY

ORGANIZE/PACK/MOVE/UNPACK

ORGANIZE/PACK/MOVE/UNPACK

REPAIRS & RENOVATION

ORGANIZE/PACK/MOVE/UNPACK

REPAIRS & RENOVATION

REAL ESTATE SERVICES

ORGANIZE/PACK/MOVE/UNPACK

REPAIRS & RENOVATION



Are You Tired of Calls from Investors & Realtors that Only Care About You Selling the Home?

It may be way too soon to even think about selling the real estate.  We usually recommend you take advantage of our FREE PROPERTY REVIEW SERVICE so that you can understand the options available to you before deciding either way.


We don't want you to be worried you're making the wrong decision about such an important part of the estate.  In our experience, whether to sell the home or not is a decision that is just one part of the entire probate process.


For instance, there is likely a lifetime of belongings to deal with.  There may be a surviving spouse to consider.  Do you need to sell fast to pay off medical bills or to pay for long term care, or would an advance on the estate be a better option?  Does the house need work to realize the best possible price?  


Don't hesitate to call us to schedule a property review even if you haven't decided you're selling it yet.  It may be helpful to know the current market value now that the market is slowing.  We may even be able to let you know about a few options you haven't even thought of.


And, if you do need to sell fast to liquidate funds, we know investors who can close on a property within a few days to get you the money FAST.

PROPERTY REVIEW

We invite you to read case studies and testimonials by clicking to the right.

CASE STUDIES

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