New estate or trust file with real property?

 This Quick Start Kit puts all the crucial intake, timeline, and prep tools in one place—so you and your staff can get oriented and moving fast, with fewer surprises later.

What’s in the kit
– The Probate Property Intake Checklist (essential first facts to gather)
– The Estate Real Estate Timeline (step-by-step so nothing falls through the cracks)
– The Prep & Cost Menu (understand typical tasks and ballpark costs)
– A recent case study (“problem property” to predictable close)

Use these tools as-is, adapt them for your internal process, or forward them to the person in charge of the estate. The goal: to make the real estate side the easiest and least-surprising part of your probate and trust files.