Understanding Probate
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What is Probate?
Probate is the legal process used to settle an estate, pay off debts, and assign assets to heirs or beneficiaries. To initiate the probate process—which is managed by the state's probate court—one must first establish the validity of any will, if any, and then name an executor to manage the estate until a settlement is reached.
"A Real Estate Planner is a licensed real estate agent who is certified and has the knowledge, training and experience to compassionately guide a real estate owner in ways to create generational wealth, minimize taxes and facilitate goals of the family."
"A Real Estate Plan begins with a Simple Strategy Session to Discuss Your Family's Goals"
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Fortunately, as skilled Probate Specialists we help with solutions to all of these questions and most importantly deliver the outcome your family needs. We are with you every step of the way, assisting in the sale of your loved one's property. This encompasses managing both minor and major aspects of probate property sales, such as helping you choose and coordinate the best service providers (such as professionals for personal property sorting, handyman tasks, estate liquidators, appraisers, etc.) all the way through to the final closing of the home sale.
If you have a home going through probate, allow us to reduce your stress. It all begins with a simple strategy session around your family's goals.
Collaboration with Financial Advisors, CPAs and Trust Attorneys
We work with your team of trusted advisors to ensure the plan you decide on meets all aspects of your financial and real estate goals.
A Real Estate Plan begins with a simple Strategy Session to discuss your family's goals.
Would you like to take a Proactive Approach?
Free Download:
"Estate Executor's Duties During the Probate Process"
Download this informative guide which gives you all of the responsibilities of an Executor during the probate process.
Understanding Probate
The Probate Real Estate Sale Process
Glossary and FAQs
Why Trust Circle Partners?
Do you already know a Real Estate Agent? The answer for most people is Yes. Often there is a family member or close friend who has a real estate license, or even someone you have used in the past.
What we often see is people focusing on the current need to buy or sell their home, and missing out on how the purchase or sale fits into their long-term real estate goals and reacting later in life.
As a Keller Williams (KW) Real Estate planner, our approach to real estate is a bit different. While a Real Estate Agent will focus on the finishing the current transaction a Real Estate Planner helps ensure your current purchase or sale and future decisions you make throughout your lifetime help to achieve your long-term real estate goals.
You will be amazed how a conversation with a KW Certified Real Estate Planner can effect your ability to Build, Protect and Transfer Wealth through real estate.
Office:
16201 90th St NE, Suite #100
Otsego, MN 55330
Call
763.340.2002
Email:
Site:
www.CirclePartnersMN.com
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