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Posted: Saturday, December 30, 2017 8:52 AM


Many people have heard of the probate and estate settlement process but wonder what it is and what the probate process entails. To put it simply, probate is the process the probate court uses to make sure the deceased person’s creditors are paid through estate settlement and that anything left goes to the deceased’s beneficiaries.

Unfortunately, the probate and estate settlement process can be anything but simple, depending on the size and nature of the assets to be administered, the number of parties involved in the probate and estate settlement process, how well those parties get along, and many other factors. Complex probates and estate settlements are made all the worse by the fact that the family is in a state of mourning and under a great deal of stress. The last thing most families want to deal with at a time like this is the probate court system.

Over the years I have guided many families through the process YES it is overwhelming but I'm here to make it as stress free as possible.

Before, during, and after probate you need to answer many questions like:

• Do I need an attorney or do the probate myself?
• Do I need to go through probate?
• How could I avoid the probate process in the future?
• Should I rent the property or sell it?
• Does the property need repairs?
• What do I do with the personal property?
• Should I change the locks?
• When do I need to file taxes?
• And many more questions that may need to be answered.

I talk to many Personal Representatives and many indicate that they need to sell the real estate and that they have already selected an agent. Is that agent a Certified Probate Real Estate Specialist or someone who has not been though the probate process? Check at to know for sure.

I am here as your 1st point of contact since I am a Certified Probate Real Estate Specialist (CPRES), Real Estate Broker, Property Manager, Living Trust Advisor (CEPP), Notary, Real Estate Consultant, and have attorneys and contractors at my disposal to help you answer many of your questions.

If you would like to have a copy of the Executor’s Duties, timeline for the probate process, or set up an appointment, please call, email me, or go to my website and under contact me and I will send you the information or set up an appointment if you desire.

For more information:
Probate web site
My web site
Rentals web site
Direct Cell for Bill 619.889.2456

8642 Clifford Heights Rd, Installed at 9439 Carlton Oaks E, 92071    google map | yahoo map

• Location: CA, San Diego

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