Support for Executors & Personal Representatives
Being named an executor is an honor, but it comes with heavy responsibilities. We provide the real estate expertise you need to fulfill your fiduciary duties while minimizing stress.
Your Responsibilities
As an executor (or personal representative in Washington), you are legally obligated to manage the estate's assets, pay debts, and distribute the remainder to heirs. When real estate is involved, your duties include:
- Securing the Property: Changing locks, maintaining insurance, and preventing damage.
- Valuation: Obtaining an accurate date-of-death value for the court and tax purposes.
- Maximizing Value: Ensuring the property is sold for fair market value to protect the heirs' inheritance.
- Record Keeping: Documenting all expenses and sale details for the final accounting.
*Note: This is general information, not legal advice. Always consult with your probate attorney regarding your specific legal obligations.
How We Support You
We act as your dedicated project manager for the real estate portion of the estate.
Risk Mitigation
We ensure all probate-specific disclosures are handled correctly, protecting you from future liability from buyers or heirs.
Vendor Management
From cleanout crews to contractors, we coordinate everything so you don't have to be on-site.
Clear Communication
We provide regular, documented updates that you can easily share with your attorney and the heirs.