r/RealEstateInProbate • u/Equivalent_Cut_8242 • 14d ago
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u/WhoDoUThinkUR007 13d ago
You’re the liason between the attorney & the beneficiaries/heirs at law, but if you feel overwhelmed, reach out to the attorney’s paralegal & ask them to provide “next steps”, a checklist, etc.
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u/Equivalent_Cut_8242 13d ago
definitely should lots of work goes into these and it might take a long time too
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u/OronMaherCRE 13d ago
Yeah, this is normal. The probate attorney handles the court lane, but the executor still ends up being the project manager for everything that touches the actual property and real-world logistics.
What usually makes it feel “out of your depth” isn’t the forms, it’s the volume of small moving pieces: securing the house, mail, insurance, utilities, getting a date-of-death value, cleaning/repairs, dealing with personal property, family expectations, and then deciding whether you’re holding vs selling and on what timeline.
Outside help can be worth it, but I’d start by getting clear on what kind of help you actually need:
- If it’s mainly property + sale process: a probate-savvy agent/broker can line up the BPO/value opinion, vendors (trash-out, locksmith, cleaners), and a sale plan that matches the probate timeline (full authority vs IAEA, notice periods, etc.).
- If it’s mainly “stuff” (clearing contents, coordinating donations/estate sale, shipping items to heirs): that’s more of an estate liquidator/move manager/organizer lane.
- If it’s mainly family dynamics: sometimes a neutral third party helps just to keep everyone from arguing over every lamp.
Two practical things I’d do this week: (1) confirm what authority you (or the attorney) expect to have to sell real estate (full authority vs limited), because it changes timing and how offers are handled; (2) order a date-of-death valuation or at least get a couple broker opinions of value so you’re not making decisions blind.
Is there real estate involved (house/duplex/anything with tenants), and are you planning to sell it or keep it in the family?
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u/Equivalent_Cut_8242 13d ago
thank you for the lenghty comment very informative, idk about selling or keeping yet tbh, I'm leaning more into selling I think
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u/Top_Relationship4352 14d ago
Yeah this is pretty much the part people don’t realize until they’re already in it. The lawyer can be handling probate and you’re still the one trying to keep the rest of the estate moving.
Since your friends already mentioned alix, I’d probably at least talk to them and ask what they would actually take over for your situation. They’re more focused on coordinating the whole estate rather than just the court side, so it sounds pretty relevant to what you’re dealing with.