— And How I Help You Every Step of the Way
If you’ve been appointed the executor of an estate, you’re probably feeling the weight of it already. Probate comes with a long list of responsibilities—some emotional, some logistical, and all of them important. I’ve worked with many families in this exact situation, and I want you to know something upfront:
You don’t have to figure it all out alone.
And if I’m your real estate agent, I’m not just here to list the property—I’m here to help guide you through every phase of the process.
So, let’s talk about how to keep a probate estate organized and how I can support you each step of the way.
Why Staying Organized Matters in Probate
Probate can stretch out for months, and in more complex cases, over a year. During that time, you’ll be handling:
- Legal paperwork and court filings
- Notifying heirs and creditors
- Managing real estate and other property
- Paying outstanding debts and taxes
- Distributing assets to beneficiaries
It’s a lot—but when you break it into manageable pieces and have the right support system in place, it becomes much more doable. That’s where I come in.
Step 1: Setting Up Your Filing System
From day one, I help my clients build a secure, organized filing system—whether digital, physical, or both. Having everything in one place will save you time, frustration, and reduce the risk of losing critical documents.
I’ll help you gather and organize:
- The will and supporting legal documents
- Death certificate copies
- An inventory of estate assets (especially the real estate)
- Financial statements and account details
- Communication records with heirs and professionals
Need a secure cloud folder to store and share documents with your attorney, accountant, and myself? I can set that up for you.
Step 2: Using a Master Probate Checklist
Not sure what comes next? That’s okay—I’ve got you.
I’ll provide you with a probate task checklist that includes:
- Key legal filings
- When to notify parties
- Property maintenance and valuation timelines
- What to prepare for listing and selling the home
- Steps to keep the estate compliant and moving forward
Together, we’ll track tasks and tackle them one at a time. Think of me as your project manager for the property side of probate.
Step 3: Creating a Timeline and Strategy
Every probate case is different, but I’ll help you build a customized timeline so nothing gets missed. Whether it’s preparing a home for sale, getting an appraisal, or simply managing utility payments, I’ll help you plan ahead and stay on track.
Using simple tools like shared calendars, Google Sheets, or apps like Trello, I can help you visualize what needs to happen and when—and make sure we’re working toward clear goals.
Step 4: Keeping Clear Communication Records
One of the most overlooked (but critical) tasks in probate is communication logging. I help my clients maintain a record of who they’ve spoken with, what was discussed, and what actions were agreed upon.
This is especially important when:
- Multiple heirs are involved
- Emotions are high
- Decisions or agreements need to be documented
I can help you mediate difficult conversations and keep everyone informed. I’ve seen the stress that miscommunication can cause—and I’m here to help minimize it.
Step 5: Getting Professional Help Where Needed
You don’t have to become an expert in probate overnight. In addition to supporting you with the property itself, I’ve built a network of trusted professionals—attorneys, clean-out crews, appraisers, estate sale specialists, and more.
If you need:
- The home secured or cleaned out
- Valuables appraised
- Repairs or updates before listing
- A connection to a local probate attorney
…I’ve got someone for that. And I’ll coordinate with them on your behalf so it’s one less thing for you to manage.
Let’s Make This Easier, Together
Probate is complicated—but with the right systems and the right help, you can get through it without feeling overwhelmed. I specialize in helping families just like yours navigate the property side of probate with clarity, confidence, and care.
If you’re feeling unsure about what comes next, I invite you to reach out. I’ll provide you with my free Probate Property Organizer Checklist and walk you through your options—no pressure, just support.
You’ve got a lot on your plate. Let me take one big piece of it off.
I’m here not just to sell a house, but to help you manage one of life’s more difficult transitions with dignity and direction.