Evaluate Estate

WHAT’S IN THE GUIDE

✅ How to evaluate the estate’s financial position
✅ Options for keeping, renting, or selling the property
✅ Legal & financial factors to consider before acting
✅ Common mistakes that cost estates thousands
✅ A clear framework for confident decision-making

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Preparing The Estate Guide

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Strategy Playbook

What You’ll Learn Inside

✅ How to prioritize tasks for maximum efficiency
✅ Timeline checkpoints to keep probate on track
✅ Negotiation tips for dealing with heirs, buyers, and professionals
✅ Risk factors to watch for (and how to avoid them)
✅ When to get expert help — and which experts to choose

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Executor Strategy Playbook

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Handling An Estate Property

What’s Inside the Free Guide 

✅ How to secure and maintain the property after a loved one passes
✅ Key responsibilities of a real estate administrator
✅ When and how to change locks, notify insurers, and manage utilities
✅ Tips for evaluating the property’s condition and contents
✅ What to document before listing the home for sale

 

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Estate Property Guide

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Probate Timeline

What’s Inside the Guide 

 

✅ Step-by-step timeline from petition to final distribution
✅ Average timeframes for each probate phase
✅ When you can sell the property — with or without court approval
✅ Key documents and deadlines (Letters, Inventory, Sale)
✅ How long it really takes to close an estate in California

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Probate Timeline

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