Since 2011, Zac has become a major asset to families across the world with his skill set navigating the challenges of the probate/trust process. As a career real estate advisor, his life was spun upside down in 2011 with the sudden surprise passing of his best friend (dad). Learning quickly that the family estate plans discussed for years were not properly documented, Zac was thrown into the role of an estate advisor for his family.
The whole process and complexity of the legal systems really opened Zac’s eyes to the challenges many past clients had faced. The sudden passing of Zac’s dad created an opportunity to help others while honoring his dad. Whether you are local or thousands of miles away, Zac has built a team of trusted local vendors to help with each potential family need.
It’s important that we understand your situation and your goals before we know how we can help. There are A LOT of ways we can help families and frankly, we don’t care how we help, just that we help.
Whether you or a family member need a rental, long-term care, you are downsizing or you are upgrading we make sure we understand the situation first then take action to make the transition easier for all involved.
We sometimes buy houses and we work with many local investors who are always willing to pay cash and closing costs for the right deal. We can close as quickly as you’re comfortable with.
Our team can sell personal property at auction or tag sale then donate what’s left so it doesn’t just go to the landfill. Once empty our cleaners come through to do the rest.
This one we do as REALTORS. We have a proven system for selling homes for the most amount of money in the shortest amount of time. Sometimes that’s easy and other times it requires some work from our contractors. Either way we make sure we understand YOUR goals then provide options for YOU to choose from. Oh, by the way…we have to back that up to get paid you know!
This can mean anything from simply buying stocks to investing in a whole life policy to an entire financial plan that will help you build wealth and avoid future probate. Our certified Financial Planners and CPAs will take a look at your goals and present you with options you probably never even considered.
Be advised that no one should ever tell you that being an executor or personal representative can truly be stress-free because decisions will indeed have to be made. As an experienced Real Estate Professional, we will make sure that you are always well-informed in regard to these decisions – especially as they pertain to real estate. I will also help you with some of the difficult conversations you may have to have with family members and other heirs. If you haven’t yet secured the services of a competent probate attorney, I can help you choose one whose good work we know and are comfortable recommending.
Unfortunately, many estate properties suffer from deferred maintenance, either because the late homeowner was ill or simply could not maintain it properly for other reasons. You can alleviate the anxiety of repairing and/or maintaining the probate property by leaving the details to my team of carefully vetted reliable home professionals to bring the home up to a marketable condition in order to be sold in a competitive market.
We’ll help you at every step along the way and do everything possible to steer you clear of the minefields. Of course, you’ll still have to make some interesting choices, but having us as an advisor by your side makes the task significantly less lonely.
Get assistance in determining current property value, crafting a competitive offer, writing and negotiating a contract, and much more. Contact our team today.