Navigating Probate

As Certified Probate Experts, our mission is to help Personal Representatives and families navigate the probate process and provide a resource for any of the services they may need along the way.

We have built a network of professionals that can help, no matter what stage of the process you are in.

And, if you're looking for legal help, let us connect you with one of our trusted attorney partners.

• Guidance on Necessary Paperwork
• File the Petition for Probate
• Identify Assets and Debts 
• Heir Search Support Services
• Notify Heirs & Beneficiaries
• Prepare an Inventory of Property and Financial Accounts
• Collect, Manage, and Protect Assets During the Process
• Handle Creditor Claims
• Tax Regulations and Filing Requirements
• Draft Accountings to Disclose Estate Transactions 
• Assist With Asset Transfers To Beneficiaries 
• Prepare Final Distributions Reports 
• Handle Mediation Sessions if Necessary 
• Establish Final Distribution of Assets to Beneficiaries
• Settle Estate Accounts