Don’t Take On Probate Alone – Get One-Stop Access to Everyone and Everything You Need

There is no need to go it alone. Choose the Prosperity Group Probate Assist team.

You want to get through the process emotionally intact. You want the heirs and beneficiaries to be satified that you did a good job of administering the estate and maximazing its value. You want it to be over. You want to be happy. You want to breathe.

The problem is that you’ve never done this before and people are counting on you, and watching you, and you certainly don’t want to make a mistake. There is so much to do and the probate attorney is limited to helping with the legal process. You wish you had someone to come along side you, someone to skillfully guide you and take the edge off all of the responsibility.

The process of settling an estate can be emotionally challenging. Probate attorneys handle the legal side of the process, which is only about 20% of everything that needs to get done. That leaves 80% of the work and responsibility squarely on the shoulders of the personal representative. It can be a heavy burden to bear, not to mention the personal liability that comes with the responsibility.

So much has to get done:

• Tracking down and accounting for all financial accounts, personal property, and real estate.
  
• Sorting personal belongings.
• Inventorying all estate property.
• Opening and maintaining an estate bank account.
• Managing estate funds.
• Appraisal and sale of items that will not be kept.
• Filing and paying all property taxes, and federal and state income taxes owed by the estate.
• Finding and paying all creditors of the estate.
• Regularly communicating with the heirs and beneficiaries, and maintaining good relations with all.
• Managing the probate attorney relationship.
• Attending to any real estate: lawn-care, pool-care, property taxes, association dues, insurance, repairs and maintenance, security, etc.
• If real estate is to be sold, hiring a broker who is empathetic to the needs of the personal representative, heirs, and beneficiaries, and who understands the intricacies of the probate process.
• If real estate is to be kept to generate income, hiring a property manager who is empathetic to the needs of the personal representative, heirs, and beneficiaries, and who understands the intricacies of the probate process.

Get All The Help You Need

You’ll get a detailed working checklist and suggested time-line to keep you on track, and we’ll coordinate access and scheduling with our large pool of professional contacts for whatever needs arise. Our years of service to the community puts us on speaking terms with all manner of vendors, tradesmen, and service professionals. After so many years, we’ve accumulated quite the “Golden Rolodex” that we open up to you for whatever you might need. All for the low cost of $399.

We assist personal representatives, heirs, beneficiaries and probate attorneys, with introductions to whomever might be needed to assist with the many duties and responsibilities of administering an estate and managing estate proceeds. We can make introductions and coordinate activities between:

• Contractors.
• Probate attorneys.
• Financial Advisors.
• CPA’s.
• Movers/packers.
• Estate sale specialists/auctioneers.
• Specialty appraisers  (autos, boats, art, jewelry, etc.).
• House cleaners.
• Assisted living consultants.
• Insurance specialists.
• Social workers.
• Inheritance cash advance.
• Handymen, plumbers, roofers, pavers, painters, etc.
• If you need it, we have a reputable provider.

We can help you through this. We can help you breathe again. We can help you smile.

Let us be your trusted guide throughout the probate process.
Simply click the button to schedule a confidential and free consultation.

From Clean Out To Settlement

In our experience, estate real estate is often found in disrepair, either because the late homeowner was ill, or simply could not keep up with the maintenance. We have the contacts and connections to get you in touch with the right vendors, for the right price, for whatever projects and repairs might be needed. You can relax. Whether the intent is to keep the property, or get it sold, we’ll guide you every step of the way.

We Help Coordinate The Sale and Disposition of Personal Possessions

Over the course of a life, one accumulates a wide variety of possessions, objects, and belongings, all of which have to be dealt with during the estate settlement process.  Distributing, selling, and donating personal property in a dignified and efficient manner is often the cause of much procrastination and delay — often holding up the estate settlement by many months.

While it can be emotionally tough, the personal representative has an obligation to all heirs andd beneficiaries to ensure as speedy a process as possible. Luckly, you are not alone. We’ll help you schedule and coordinate a successful estate sale and all that such entails. From inventorying, tagging, and pricing items for sale, to pick-up and drop-off for donation, we’ll ensure your access to careing and knowlegable professionals, each step of the way.

Speaking of donations, be aware that an estate can realize significant tax advantages by donating unclaimed assets and possessions to charity, and we maintain strong personal relationships with numerous charities that welcome such donations. Do discuss this with the estate’s tax advisor, and if you don’t have one, of course we can make an introduction.

**NOTE: Currently, we only serve estates located in Sarasota, Manatee, or Charlotte counties, Florida. Please do not schedule a consultation if the estate lies outside one of these three Florida Counties.