When You’re Managing a Probate Estate: How I Can Help Lighten the Load

By Sharon Mezei, Certified Probate Real Estate Specialist

Losing a loved one is incredibly challenging. Being named the executor or administrator of their estate can feel like a full-time job during one of the most emotional times in your life.

I’m Sharon Mezei, a Certified Probate Real Estate Specialist (CPRES). I help families navigate the responsibility of selling estate property with clarity, care, and respect. If you're managing a probate situation—whether expected or sudden—I’m here to make the process of selling the home as stress-free as possible.

Let me walk you through how I can help.

🛠 What I Help You With

• I explain your role in plain English. Whether you're an executor, administrator, or personal representative, I help clarify your duties related to the sale of the property.

• I guide you through the probate real estate process. Even though I’m not an attorney, I understand the probate timeline and legal environment. I coordinate closely with your legal team to ensure compliance with court rules and probate procedures.

• I work within the court’s guidelines. Whether you’ve filed for informal probate or you're in a supervised formal process, I know how to work with lawyers within court-ordered timelines, secure approvals, and document every step.

• I help assess the property’s value. I assist in getting the home professionally appraised and market-ready. I also provide strategic guidance on repairs or improvements that may increase value—without risking tax consequences (and always in consultation with your accountant).

• I coordinate vendors so you don’t have to. Need an appraiser, estate clean-out crew, stager, or contractor? I’ve got trusted professionals on speed dial, and I’ll manage the logistics.

• I help with marketing, negotiation, and closing. I handle the entire sale from pricing to promotion to negotiating offers, all while keeping you informed every step of the way. I also make sure the proceeds are processed per the court’s instructions.

• I provide peace of mind for out-of-town heirs. If you live out of state, I can handle everything locally so you don’t have to travel. Virtual communication? No problem.

  
  

📌 Quick Primer: What You Might Be Dealing With

You might encounter terms and steps like:

• Decedent – the person who passed away.

• Testate vs. Intestate – whether the decedent had a will or not.

• Executor/Administrator – the person legally responsible for managing the estate.

• Letters Testamentary – the court document that authorizes you to act on behalf of the estate.

• Notice to Creditors – the process of alerting creditors and beneficiaries of the probate proceeding.

• Asset Inventory & Appraisal – valuing all estate property, including real estate.

• Final Distribution – transferring ownership once all debts and taxes are settled.

  
  

Yes, it’s a lot. But you don’t have to go it alone.

⚖️ What You Always Need to Know

While I provide hands-on help with the real estate side of probate, I always recommend that you also consult:

• An attorney – to ensure full legal compliance

• An accountant – to manage potential tax liabilities and deadlines

  
  

Together, we form your support team.

🏡 The Importance of Compassionate Guidance

Navigating the probate process can be overwhelming. Emotions run high, and decisions must be made quickly. This is where compassionate guidance becomes essential. I understand that every family is unique, and I tailor my approach to meet your specific needs.

Understanding Your Emotional Journey

The journey through probate is not just about paperwork and legalities. It involves processing grief and loss. I strive to create an environment where you feel supported and understood. My goal is to help you honor your loved one's legacy while facilitating a smooth transition.

The Role of Communication

Effective communication is vital during this process. I keep you informed at every stage, ensuring you understand what to expect. Whether it’s a phone call, email, or video chat, I’m here to answer your questions and provide updates.

💬 Final Thoughts from Sharon

This isn’t just about selling a house. It’s about honoring someone’s legacy while helping you move forward with dignity and as little stress as possible. I understand the emotional toll this process can take—and I’m here to be your partner through it.

If you’ve been appointed to manage a probate estate and need to sell property, let’s connect. I’ll help you navigate the maze and reach a successful sale, with heart and professionalism every step of the way.