WHAT IS A CERTIFIED PROBATE EXPERT?

A CPE CAN HELP MAKE THIS TOUGH TASK FAR EASIER FOR YOU!

Anyone who tells you being an executor or personal representative isn’t really stressful, obviously hasn’t been through probate! Decisions will need to be made and those decisions will most likely fall squarely on your shoulders.

At the same time, the heirs are asking you, “what’s taking so long? I want my money,” and then the court moves at a snail’s pace, while your immediate family doesn’t understand why you don’t have more time for them between your full-time job, your personal representative duties, etc. You may end feeling like you’re being pulled from all sides.


That’s where a CPE or Certified Probate Expert can step in and help you, with as little or as much help as you want, including handling some of the difficult conversations you may have to have with family members and other heirs, helping you secure the services of a competent probate attorney (if you haven’t done so already), and a multitude of other services like setting up and having an estate sale, handling donations, packing up, cleaning, maintenance, security, etc. Think of your CPE as the hub of the wheel who can take most of the burden off your shoulders.

In addition to helping you every step along the way, your CPE will also do everything possible to steer you clear of the minefields. Of course, you'll still have to make some difficult choices, but having a Certified Probate Expert as your trusted advisor at your side makes the task significantly less lonely.

Should a home be in the mix of duties, what will you do? Rent it? Sell it? Transfer it to a family member? This is likely going to be emotionally challenging, from the sorting of the personal belongings to the finalization of the sale, transfer or rental agreement. By working with a professional who is empathetic, helpful, who keeps you up-to-date and works hard to ensure no details are overlooked, this process can be easier.



Certified Probate Experts are trained and certified on the process of marketing and selling real estate involved in the probate process. Probate is a court-supervised procedure and is often a complicated series of steps that must be carefully monitored and managed for a successful outcome. 

There are so many moving parts in dealing with the issues arising from the probate process. Just a few include:

  • Adjusting Insurance Coverages                      
  • Debt Reduction Negotiation Services
  • Appraising Personal and Real Property
  • Gardening & Maintenance
  • Senior Care Placement
  • Financial Planning
  • Legal Services
  • Selling Real Property
  • House Repair Services
  • House Cleaning Services
  • Item/Trash Removal
  • Estate Sale/Auctioneer
  • Inspectors
  • Moving & Storage
  • Fiduciary
  • CPA - Taxes
  • Title Services
  • And more

A CPE takes this burden off your plate.

Disclaimer - Kathleen MacKenzie is not an attorney or CPA. She does work with them and can help you with recommendations for these professionals.







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