The biggest challenges with occupied probate properties — and how I help resolve them efficiently, legally, and professionally.

Serving as a Personal Representative? Here’s How to Avoid Real Estate Pitfalls

This blog post explains what ancillary probate is, when it’s required, and how I help ensure the property sale is handled properly — even if the primary probate is happening in another state.

What you can expect when working with a probate real estate specialist and how it helps your clients (and your firm) move estate administration forward more efficiently.

Exactly what to know if you’re a trustee, personal representative, or attorney involved in selling a home held in a trust — and how to protect the estate during the process.

In probate, everything can look fine on the surface — a property is clean, vacant, and ready to list. But dig a little deeper, and you’ll often uncover risks that could delay or derail the sale entirely.

How to approach probate real estate timing with confidence and strategy.

Why conflict is so common in multi-heir sales, legal and logistical risks, hoe a probate real estate specialist helps resolve tension. and best practices for keeping the transaction moving smoothly.

In probate, selling real estate is rarely just about putting a home on the market. It’s a legal process that’s often tangled in title issues, timelines, court requirements, and the expectations of multiple heirs or stakeholders.

Everything you need to know about Special Needs Trusts—what they are, how they work, how to set one up, and how to incorporate real estate into your plan.

What a revocable living trust is, how it works, and why it might be the right choice for you.

Your ultimate guide to understanding trusts vs. wills, including their advantages, disadvantages, and real-world implications for real estate and probate.

What a fiduciary duty is, how breaches happen, and how to avoid them, so you can serve confidently and protect yourself from unnecessary litigation.

The legal grounds for contesting a will, who can bring a challenge, how the process works, and how to protect yourself and your family from unnecessary disputes.

The most common types of probate disputes, why they happen, and, most importantly, how to resolve them efficiently and fairly.

Everything you need to know about the complex process of handling debts and expenses in probate—especially when real estate is involved.

In this comprehensive guide, we’ll cover why inventorying and valuing estate assets matters, how to do it right, and how to avoid common mistakes that can derail the probate process.

Before beneficiaries receive anything, the estate must pay what it owes. This includes debts, taxes, and final expenses. But there’s a legal order you must follow.

Before anything is distributed or debts are paid, the estate’s assets must be inventoried and valued. This step is essential—and often time-consuming.

Once the probate case is open, your next legal responsibility is notification. Who needs to be notified—and how you notify them—matters. A lot.