Data-driven clarity for life's transitions

As someone who has served as executor of my parents’ estate, I understand how isolating and overwhelming probate can feel—especially while navigating grief, family dynamics, and an unfamiliar process with no clear roadmap. Going through probate firsthand showed me how essential legal guidance is, and also how much families benefit from additional structure and planning support alongside it.

 

I bring that missing structure to families. With over 20 years of project management and business analysis experience, I approach probate sales with organized planning, clear timelines, and thoughtful decision support—breaking a complex process into manageable steps so nothing important is overlooked. My role often extends beyond listing a home by aligning closely with attorney guidance, coordinating with vendors when needed, and keeping the estate’s best interests front and center.

Showing You Where You Stand

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Agent work on analysis

PROBATE HOME VALUATION CLARITY

so you understand the property's true position and you can move forward with intention. Your decision to sell an inherited house comes from a place of being informed, not fear or uncertainty. 

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calculator and watch

INHERITED HOUSE REPAIR VS. SELL AS-IS COST ANALYSIS

to help you make confident decisions. We'll come up with the strategy that works best for you, whether that be to sell an inherited home on the market, sell it quickly off-market and as-is, or keep it in the family. If you decide to keep the home, I can also run rental comps.

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project manager working on timeline

TIMELINE GUIDANCE

with a tailored plan of all the activities that need to be done, broken down simply to reduce overwhelm and move forward on a clear path using project management principles. 

Executing the Plan Together

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paperwork form and watch

START THE PROBATE PROCESS

If you haven't already, work with your attorney to start the probate process. In many cases, probate runs in tandem with preparing the home and listing the home on the market depending on court authority and attorney guidance. I work with your attorney on the timelines needed to settle the estate. Please let me know if you could use a probate attorney referral.

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agent actively making phone calls

VENDOR COORDINATION & COMMUNICATION

I can refer vendor partners to you. I communicate with your selected vendor partner on the timeline to get the home ready for sale in accordance with the strategic plan we've put together. I can open the door for your selected vendor, if needed. I can also communicate with other heirs to coordinate the home prep planning. I check progress and ensure we're moving forward timely and effectively, and I keep in contact with you and your attorney.

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laptop and agent getting ready to list

LIST & PARTNER WITH TITLE EXPERIENCED IN PROBATE

I list your home with the expertise of a seasoned project manager, looking out for your interests and that of the other heirs. I partner with a title company knowledgeable in probate sales so the likelihood of surprises is reduced. We work hard to support you and the other heirs so you can settle the estate as effectively as the probate process allows.

eBook-Probate

Probate EBOOK for Executors

What you can expect inside this EBOOK:
• A simple roadmap of what usually happens first, next, and later.
• Tips for dealing with vendors for home repairs & maintenance.
• Tips for keeping family decisions documented.
• Options for the property (sell, hold, clean-out, repairs, as-is).
• Explanations to help you separate probate tasks from real estate tasks.

Probate Tracker Summary Page

Probate Tracker for Executors

The Probate Tracker helps executors log the important things like:

• Assets and debts in order to complete the inventory.

• Expenses and decisions to make sharing with heirs simple.

• Logging vendor needs, calls and quotes for work a home needs..

• Checklist of the steps an executor needs to handle.

• What to do to prepare inherited property for sale, and where I step in.

• Customized for your use.

• Takes a 15-min call to set up and walk you through the navigation.

• I email an Excel file, or link for you to copy to your Google docs.

GET PROBATE EBOOK

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