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Estate & Probate Services

We can help make this emotional situation easier for you!

Here’s where we shine. We will help you determine specifically what the most critical objective is regarding the real estate matters involved in the probate.

No one should ever tell you that being an executor or personal representative for your family or friends can truly be stress-free because difficult decisions will have to be made. As an experienced Real Estate Team and CPA Firm, we will make sure that you are always well-informed in regards to these decisions – especially as they pertain to real estate and taxes. We can help you with some of the tough conversations you may have to have with family members and other heirs. We can also help you choose a competent probate attorney or recommend one whose good work we know.

We’ll help you at every step along the way and do everything possible to lead you clear of the minefields. You will still have to make choices, but having us as an advisor by your side will give you the confidence you need.

Do you need to maximize the sales price to produce the greatest cash benefit to the heirs?
When maximum value is the goal, we’ll make certain of the home’s highest and best value properly but marketed appropriately to assure maximum exposure to buyers. We’ll make sure you know exactly what the home is worth if you choose to wait for the right buyer and we’ll advise you of any repairs that might be cost beneficial, meaning the greatest bang for the buck. All too often, misinformed sellers make unwise repairs that hurt their inheritance. This situation is where our experience, counsel and marketing programs will add value to you.

Do you need to sell the estate as quickly as possible?
We can provide immediate cash buyers from our network of qualified investors. Often, a quick sale is important to allow a surviving spouse to move into a more suitable home, handle medical or other bills or simply get cash into the hands of heirs. Our investors can make offers within 24 hours on almost any estate and can close quickly. Timelines are usually subject to the courts which are beyond our control, but our experience makes the process smooth.

We will guide you from start to finish, and our Provider Network can take the Wheel to deliver results based on your expectations.


Our Provider Network will help make the estate and probate process as smooth as possible. Other than an attorney and CPA, your most valuable resource will be a real estate team that is trained and experienced in handling probate and estate sales.

We can help with:

  • Home evaluations to maximize the sales price
  • Counsel with family members and heirs to help achieve goals
  • Prepare a marketing program to reduce the Time on Market
  • Arrange repairs, if any
  • Refer you to an estate liquidator to sell personal property
  • Coordinate the clean out of the home and donate unsold items to charity
  • Obtain cash offers from investors

Five Simple Steps:

  1. Strategize the best plan of action
  2. Access to our Provider Network
  3. Organize your personal property
  4. Prepare the home for sale
  5. Market and sell the home