How to Keep your clients from being stuck in Probate

Real Estate Broker/Owner with Shepherd Real Properties


How to Keep your clients from being stuck in Probate

Did you know that even if your client have a will and testament, they will still have to go through Probate before they can sell the home that was left to them as an inheritance?  Probate could take months and cost a pretty penny. Meanwhile, your clients can’t sell.  Many of them continue to live in the home, paying the mortgage and taxes in their parent’s name until they are forced to do something. This is also a problem if their sibling can contest the will, if the will can be found, which leads to another problem of why they can’t sell as well.


I’m finding a lot of people are not prepared to move forward with a sell immediately because they have probate.  Preparing your clients in advance will solve a lot of these problems’ Our clients normally ask us for help, but we can’t give legal advice because we are not attorneys, but we can guide our clients to prepare in an advance to contact an attorney on numerous ways to avoid probate for their heirs.  

Posted by

Elizaabeth Ann Mosley, BIC

Shepherd Real Properties


Comments (2)

Michael Jacobs
Pasadena, CA
Pasadena And Southern California 818.516.4393

Hello Elizabeth - whether it's an issue of probate or anything else outside your area of expertise, having the right assistance available can make you invaluable to clients.  

Jul 13, 2021 02:41 AM
Dan Hopper
Dan Hopper - Gold Way RE - Westminster, CO
Colorado Broker / Referral Services

Yep, you are so right, Elizabeth ... getting this type of information out to your sphere of influence will cause questions and inquiries for assistance.  Just direct them to the right legal eagles!!!

Jul 13, 2021 08:34 AM