619.741.0111 [email protected] DRE#01218310

The entire process of probate can seem daunting, but the truth is that is can all be broken down into small steps that are manageable. These are the 7 steps to settling an estate after death of a parent, so that you can complete the bigger picture step by step.

00:00 Intro
01:41 The 7 steps outlined
02:05 Easy Inventory Collector: https://contacts.byreferralonly.com/F...
02:38 Get organized
03:27 other practical tasks
04:10 the master list of contacts
04:28 Hiring an attorney
05:00 What is probate and filing for it
05:20 Who to notify off the death
05:38 One small detail to avoid repayment’
06:04 Take inventory
06:40 setting up the checking account
07:20 The EIN
08:00 Filing estate taxes
08:36 distributing assets
09:13 Close the estate
09:34 How long does the PR have to complete this?
10:30 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.

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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 6197410111.

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 Sheshe (that’s my grandma name) to the two cutest, smartest and busiest kids.

AGENTS – Interested in becoming a Certified Probate Real Estate Advisor?
Visit www.ProbateBiz.com

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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 6197410111 or email me at [email protected]

California DRE license #01218310