A Commitment to Clarity & Support Throughout Your Probate Process
Gerald Jefferson, Your Certified Probate Real Estate Specialist
License #835607 | Phone: (346) 660-4672 | Email Gerald Jefferson
I care about the people I help with probate, and know that you may need extra time to process the passing of a family member or friend. I am committed to providing executors a proven successful compassionate approach that minimizes your stress and efforts, which makes the entire probate process work out well.
As a Certified Probate Real Estate Specialist (CPRES), I specialize in educating you on the current real estate market and guiding you through every phase of the real estate transaction as I negotiate the price and terms that you and your family need. I work closely with your probate attorney to ensure all legal steps are handled by the appropriate professionals
A Certified Probate Real Estate Specialist receives special training to deal with the sale of properties that are in probate, and knows how a court confirmation probate sale works, how to sell real estate under a living trust and conservatorship, and any special probate rules regarding the sale of real property.
Because of my CPRES training, I can be there for you every step of the way helping you with the sale of your loved one’s property. This means I help you with all the little and big details of probate property sales. From helping you select and schedule the best service professionals that can help you get the personal property sorted, handyman tasks, estate liquidators and appraisers all the way until the closing of the sale of the home.
A Real Estate Agent Your Attorney Will Value & Appreciate
Your attorney and your CPRES real estate agent are your two most important professionals during the probate process — each playing a distinct and essential role. I personally meet with your attorney to review all purchase offer contracts that come in on the property held in the probate estate. Most agents do not do this, but it is important to me to make sure that your attorney and I are aligned so that they know I am doing my part to lead, guide and protect you when it comes to the real property decisions.
Making Things Easier For You As A Probate Executor
By giving you access to the best team of professional service providers, you do not have to go and search out and interview multiple people and risk receiving poor service.
It has taken me many years to develop and offer you the absolute best network of service providers to help assist you as you navigate the probate process. In addition to guiding you through the real estate aspects of probate, I can help you connect with competent professionals for the legal, tax, and property-related needs that arise; it is important to me to make sure that your attorney and I are aligned throughout the process. I can also help you secure the services of competent professionals, some of these include:
Probate Attorney
A good probate attorney will help you through the legal process of handling the decedent’s estate. Whether the decedent died with or without a will, a licensed Texas probate attorney can advise you on the legal process and your specific obligations as executor. My role is to work alongside that attorney on all real estate matters.
CPRES Real Estate Agent
The probate process is complex, and selling a home can be difficult, but when you put the two together it can be a very stressful experience. A Certified Probate Real Estate Specialist (CPRES) receives special training to deal with the sale of properties that are in probate. CPRES agents understand the probate process, know how a home is sold in probate, how court confirmation probate sales work, and any special probate rules regarding the sale of real property.
Accountants, CPAs, and Tax Attorneys
A tax attorney will also be able to help you with estate taxes that may be due when you file the decedent’s final tax return. Accountants, tax attorneys and probate attorneys will also help you with retirement accounts, investments and other accounts that need to be distributed. In some cases, the executor or administrator may be held responsible for unpaid taxes. Your probate attorney and CPA can advise you on the specific tax obligations that apply to your situation under Texas law.
Appraisal, Liquidation and Property Care
Real Estate Opinion of Value Letter: Often requested by accountants, establishes home value at time of passing, this is also known as a PCMA, a Probate Comparative Market Analysis and should be done by a CPRES agent.
Real Estate Appraiser: A licensed home appraiser gives a full appraisal.
Personal Property Appraiser: Appraises the decedent’s personal property.
Personal Property Estate Liquidator: Takes care of selling and or donating decedent’s personal property.
Property Care & Support: Handymen, electrician, plumber, roofer, pest control, property manager, landscaper, trash hauler – all these service providers and others can be provided by your CPRES real estate agent.
Need a Service Provider? Contact Me Today
Gerald Jefferson: (346) 660-4672 | Email Gerald