Unmatched Service for Families in Probate
At Probate Captain, our mission is to help families navigate the probate process and make it easier. We've built a network of professionals that can help, no matter what stage you are in the probate process (even after it's closed)!
your probate solutions all in one place
Help with the Probate Process
If you're looking for legal help, let us connect you with our trusted partners. They can help with:
· Guidance on Necessary Paperwork
· File the Petition for Probate
· Identify Assets and Debts
· Heir Search Support Services
· Notify Heirs & Beneficiaries
· Prepare an Inventory of Property and Financial Accounts
· Collect, Manage, and Protect Assets During the Process
· Handle Creditor Claims
· Tax Regulations and Filing Requirements
· Draft Accountings to Disclose Estate Transactions
· Assist With Asset Transfers To Beneficiaries
· Prepare Final Distributions Reports
· Handle Mediation Sessions if Necessary
· Establish Final Distribution of Assets to Beneficiaries
· Settle Estate Accounts
Help with Real Property in Probate
Whether you live near or far, we can help with common property needs, such as:
· Personal property cleanouts
· Lock-change outs
· Property protection
· Property visits
· Weatherization and winterization
· Junk haul-aways
· Estate inventory
· Estate sales
· Relocating family members
· Senior downsizing
· Property rehab and renovations
· Help selling probate property
· Handle closing documents with title companies
· Assist with real estate transactions
· Title and deed issues on probate property
· Live-in tenant situations
· Reverse mortgage help
· Pre-foreclosure help
· Turning inherited property into investment property
Inherited property is usually the elephant in the room. Let us help you figure out all the options, for all heirs involved, that gets everyone a win-win.
Help Planning for a Better Future
· Draft a valid will or revocable living trust
· Setup beneficiary designations on retirement accounts and insurance policies
· Assist with placing the estate in trust for future beneficiaries
· Utilize joint tenancy with right of survivorship
· Creating transfer-on-death deeds
· Creation of payable on death bank accounts
· Gift assets to beneficiaries during lifetime
· Lump sum transfers of small estates via affidavit process
· Use life insurance as a way to pass assets outside probate
· Utilizing a special needs trust for dependents with disabilities
· Establishing an irrevocable life insurance trust (ILIT)
· Utilizing a qualified personal residence trust (QRPT)
· Setting up a charitable remainder trust
· Creating family limited partnerships (FLPs) and limited liability companies (LLCs)
· Using tax planning strategies to reduce assets through exemptions, credits and deductions
· Connecting with a professional financial advisor for estate planning services
· Transfer real estate into living trusts
· Create limited liability companies (LLC) for property ownership protection
· Set up charitable gift planning strategies
Help with Other Common Issues
Some problems don't fit inside a neat box, but that doesn't mean we can't help. Here are some other things we can help with:
· Help with collectibles
· Inheritance cash advances
· Arrangement of storage units
· Assistance with mail forwarding issues
· Help finding elder care resources
· Housekeeping & property maintenance for absentee owners
· Help with rehoming pets
· Mediation services if disputes arise between family members or other parties
· Life insurance policy lookups
· Assistance with auction sales & consignment
· Connecting families to reputable estate sale professionals
· Making referrals for legal advice in the event of a will contest
· Finding a CPA for tax preparation assistance
· General life transitions assistance
· …and more!
Is there a cost involved?
We are committed to providing our clients with the support, knowledge, and resources they need to make informed decisions about probate matters.
Not all services listed above incur a cost. Many services can be billed to the estate.
If you are the personal administrator, you may be able to bill the estate for your time. In most cases, cost of service can be billed at close or in a way that works for you.
And, asking is always free.
Contact us today and let us know what we can take off your plate.
empathy. compassion. Experience. network.
Probate Captain is a subdivision of Revive It Property Solutions, South Jersey and Philadelphia's all-in-one real estate solutions provider.
© 2025 Probate Captain - Revive It Property Solutions, All Rights Reserved.
