Someone who takes on a fiduciary role has assumed a legal duty to act in the best interest of another. Since most who step into these roles do so without any prior experience, it can quickly become overwhelming. We are here to help answer your non-legal questions and point you in the direction of essential services you’ll need to successfully perform duties.

Who We Are

We are a three person team of highly experienced real estate professionals specializing in risk prevention and estate administration support for fiduciaries. We also work closely with trustees and agents acting under power of attorney, who often face similar challenges and exposure.

Working alongside legal counsel, we serve as a practical “step-down” resource, providing non-legal guidance, real world insight, and steady advocacy to help fiduciaries navigate the estate settlement process with clarity and confidence.

Our Core Objectives

1. Reduce Your Risk and Increase Your Confidence

We help fiduciaries identify, understand, and manage risk while providing clear, non-legal guidance and resources to support sound decision making.

2. Maximize Real Estate Value

With 80+ years of combined experience, we bring deep expertise across:

*Residential and commercial brokerage

*Planning, zoning, and development

*Property title curative

*Real and personal property insurance coverage issues

*Appraisal and construction

3. Prevent Conflict and Keep Things Moving

We act as a sounding board and neutral third party to reduce friction, preserve relationships, and keep the process on track. Our team is formally trained in:

*Mediation and facilitation

*Divorce and family property matters

Common Risks We Help You Avoid

*Vacant property clauses that silently void insurance coverage without notice

*Real estate decisions that violate fiduciary duty and expose fiduciaries to personal liability

Transfer-on-death deeds that immediately cancel property insurance upon the grantor's death

Mishandling estate vehicles, leading to possible catastrophic financial loss and personal liability

These are everyday issues and only a small sample of what fiduciaries face. Our role is simple: apply decades of expertise to help protect those who are carrying this significant responsibility.

Real Estate Is Often the Largest Asset a Fiduciary Must Sell

Our brokerage services are competitively priced and include all of our expertise. We also offer hourly and flat-fee services to reduce the burden on legal professionals and keep settlement progress moving forward. If your clients need to sell estate, trust, or POA-owned real estate, they should interview us. If the cost is the same, hiring anything less than an expert is an unnecessary risk.

Whatever need you have, we invite you to have a conversation with us. We willingly and openly share helpful information with no obligation.

Please call, or text Kevin at 616-318-1322, or drop us a message on the form below and let’s see connect.

Choosing the Right Legal Counsel

To fulfill your fiduciary duties effectively, retaining experienced legal counsel should be a given. Not only is the right attorney there to help you manage the probate process, they’re there to protect you from personal liability, and be a valuable referral resource for other professionals you will need. Knowledgeable counsel is invaluable and can be the best money you will spend through this process.

Not all attorneys are the same. A true specialist in estate, probate and elder law excels in anticipating and preventing issues before they occur. Getting out in front of issues before they become serious is an indispensable skill especially when tensions, or disputes arise among beneficiaries.

If you are in need of a recommendation, we can provide a short list of highly regarded attorneys with this expertise. Our recommendations are based solely on our experience and client feedback and we never accept compensation for referrals, so you’re getting our honest opinion.

Your Trusted Resource

Our first responsibility to you, as a client, is to listen, provide expert guidance, and use our skill sets to serve you, and your family with intention. We’ve had first hand experience acting in these roles ourselves, so we know what is involved.

If you’d like to know the value of a property, or discuss how best to manage the family tensions, or any number of issues that come with fulfilling this role, please share your contact information. You have nothing to lose and some very useful resources to gain.