Top 10 List for Estate Beneficiaries Through the Probate Process

Losing a loved one is never easy, and navigating the complexities of property inheritance can add an additional layer of stress during an already difficult time. In our latest video, we delve into the top 10 things you should consider when dealing with property inheritance. From understanding the intricacies of probate and trust administration to keeping up with the latest real estate market trends, we cover essential aspects that will help you make informed decisions.
00:00 Intro
00:54 Understanding the will
01:16 #1 The probate process
01:46 #2 Taxes and Liabilities
02:06 #3 Property tax adjustment
02:59 #4 Property Valuation
03:41 #5 Maintenance and Upkeep
04:06 #6 Rental Potential
04:50 #7 Insurance
05:37 #8 Emotional Attachment
06:14 #9 Consulting Professionals
06:36 #10 Future Planning
07:05 Outro
Here at Horizon Real Estate we care about helping you, as the estate executor, administrator or trustee. We want you to feel comfortable throughout the probate process, and to help you get the most money quickly from your estate house or trust property.
Kim Ward DRE#01218310
Ashlie Rivera DRE#02042935
Advisors@ProbateAndTrustHelp.com
619.741.0111
___________________________________________________________________________________
Have a probate house or house in a trust and need guidance on how to prepare and sell? Think of this channel as your real estate resource.
If you’re an executor or administrator and want a free copy of my book "What To Do When You’re Responsible For Real Estate A Loved One Leaves Behind" Or, if you’re a trustee and want a free copy of "Exactly What To Expect As Trustee For Real Estate A Loved One Leaves Behind" simply call my office at 619-741-0111.@
I’m a full time REALTOR in San Diego, California with Horizon Real Estate. I’m an expert at helping executors, administrators and trustees with probate houses and houses in a trust. A wife, mom to three grown sons and a daughter, plus She-she (that’s my grandma name) to the two cutest, smartest and busiest kids.
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I am NOT a lawyer or tax professional. The presentations reflect my own understanding of the underlying subjects. However, the presentation is based on my professional experience in the field of real estate. The information contained herein should NOT be used as a substitute for the advice of an appropriately qualified and licensed attorney, tax professional or contracted real estate agent/broker. The information provided here is for informational purposes only. You should consult with a professional to seek legal advice regarding your exact circumstances.
If you want to talk with me about San Diego real estate, fell comfortable calling me at 619-741-0111 @ or email me at KimWard@ProbateAndTrustHelp.com
California DRE license #01218310

Пікірлер: 2

  • @po0rguy87
    @po0rguy873 ай бұрын

    Thank you for the amazing info in your videos. I am currently in this process, I have been named executor/administrator for the will of my late husband. and been appointed by the court last year (August 2023). Can I send you a DM to discuss my situation and pick your brains (I might need some advice). Thank you.

  • @ProbateandTrustHelp

    @ProbateandTrustHelp

    3 ай бұрын

    Hi, you may email me at advisors@ProbateAndTrustHelp.com with your questions (I answer there faster then my DMs). Looking forward to helping you.