Please accept our heartfelt condolences for your loss. Having lost four family members in the past five years, we understand the weight of the responsibility you carry, the time commitment you have made by accepting you appointment as PR, and the challenges and emotions that come with it.

My son and I created the resources outlined here to support others facing the same challenges our family has endured. Our only intention is to help, nothing more, nothing less.

With both professional expertise, and firsthand experience in several different fiduciary roles, we are uniquely prepared to be a valuable resource in these five key ways:

1. Essential Non-Legal Guidance – We provide the critical, hard-to-find information that often gets overlooked, but is essential for proper management of estate assets. This information also serves to limit a fiduciary’s personal liability which can arise due to issues such as automatic insurance coverage lapses, or estate liability creation caused by decisions that seem harmless at the moment, but could have far reaching ramifications.

2. Trusted Service Provider Network – Through long standing relationships, we are able to connect those we serve with specialists that can help with securing, cleaning, repairing, organizing, and selling personal property, along with much more.

3. Streamlined Record-Keeping – We are also familiar with some of the available bookkeeping options that can help you simplify complex reporting requirements, maintain transparency, and prevent many of the potential disputes that arise with beneficiaries due to lack of communication.

4. Maximizing Real Property Value – If real estate is involved, we are able to leverage our over 50 years of combined expertise in appraisal, zoning and planning, and development/land splits to guide you on maximizing its value. If a sale is needed, we’re skilled at finding the right buyer, negotiating the terms of a sale, and closing the transaction efficiently, all while working seamlessly with legal counsel.

5. Mediation & Conflict Resolution – As formally trained mediators and facilitators, we help families talk through inheritance disputes, family dynamics and the emotional conflicts that often accompany the loss of a loved one. There is never a time when peace and stability in family relationships is not a good thing.

With over two decades of experience working alongside Personal Representatives, expert estate legal counsel, and families like yours, we bring deep knowledge and a steady hand to our clients through the probate and estate settlement trust process.

We also understand both the grief and the challenges that come with loss, because we’ve been there. Our commitment to those we serve is to provide partnership, expertise, and practical guidance, and to make your role a little easier during difficult times.

We are more than happy to share our insights with you with no obligation. We’re confident you’ll find our conversation valuable in many ways and, if you ever decide to explore our services, that will be a completely separate discussion.

If a having a call sounds helpful, simply send us a quick message, and we’ll be in touch. Once again, blessings to you and your family.