Helping Families go through the Probate Process from beginning to end,
giving as much or little help as they want and need.
Kathleen MacKenzie is a Certified Probate Expert or a CPE in New Braunfels, Texas. Because of her specialized training, she is there for you every step of the way helping you with the sale of your loved one’s property and much, much more. This means she helps you with all the little and big details of probate property sales, providing referrals of and scheduling with the best service providers to perform estate auctions, pack up, clean up, repair, replace, valuate, provide appraisals, and even financial planning for the beneficiaries.
By providing you access to the best team of professional service providers that help you as you navigate the probate process, you do not have to go and search out and interview multiple people and risk receiving poor service. Services like:
Ø Asset Protection - Making sure you have proper insurance on real property can be a huge money saver. as well as making sure any property in the estate is being maintained from grass cutting to making sure the heating and cooling is on to help prevent freezing pipes or mold and mildew in the summer.
Ø Clean Outs - Getting properties cleared out and cleaned out through estate sales and donations to maximize the value in personal property as well as make sure property is fully cleaned out.
Ø Assessing the Value of Real Estate – Providing you a Free Market analysis on what the real property is worth in its present state along with if repairs and updating were done prior to selling.
Ø Selling Assets - Helping with the sale of Real Estate by listing it on the open market or by bringing investors with cash offers, or by renting it, or by transferring it to one of the heirs - whatever makes sense in your situation. Every situation in probate is unique and will require a different strategy. You’ll be given options so you can select the strategy that’s most beneficial for the estate’s situation.
Ø Estate Planning – Chances are, this is probably the first time you’ve gone through the probate process. Hopefully this will be your last - and it can be - through proper estate planning by loved ones and yourself. You’ll be provided referrals to connections to plan out your estate to prevent future probate situations.
Ø Estate Advance – If you decide to sell any real estate on the retail market, and want to sell it quickly, the property may need to be updated or repaired. Many families going through probate are asset rich and cash poor, meaning where will the funds come from to pay for the updating and repairing? You’ll be connected with lenders who may be able to provide an estate advance to help you get quick access to money that might otherwise be tied up during the probate process.
Ø Social Workers – Sometimes a surviving spouse needs to be relocated, or other issues develop requiring social workers, that you’ll be introduced to, who can help facilitate a lot of different tasks through the process.
Ø Title Issues - Lots of times during the process of selling a probate property, issues with title crop up. These can be resolved in a timely manner by working with the title company referrals provided to you.
Ø After Probate – Once the probate is closed and checks are distributed, do you want to invest the money? Will you have to pay taxes? You’ll be provided connections with the right people to help with taxes and investments for retirement or college funds.
As a Certified Probate Expert, Kathleen MacKenzie is committed to giving you a clear picture of all your options so you can decide what is best for your family and the estate’s unique situation. She offers your family a full-service team approach to handling probate. During every step of your probate settlement, you will feel confident you are making the best decisions.
Because every family has a unique and sensitive situation, it requires a customized plan of action. It all begins by meeting with Kathleen to share your situation, your challenges and goals. Once she understands what's involved, she'll let you know how she (and her team) can help unscramble your unique probate situation to ease your stress and lighten your load.
Call to schedule your complimentary consultation:
(858) 729-8765
Or schedule our meeting HERE
Kathleen MacKenzie, Certified Probate Expert, New Braunfels, TX
