Closing Transactions When Probate Is Involved: What Every Agent Should Know

This class will give you the tools and confidence to better assist your clients when probate and trust issues arise in real estate transactions.

Key Topics Covered:

Understanding the Probate Process:

• What probate is and when it’s required.
• Timeline of a typical probate case and how it impacts real estate sales.
• Differences between formal probate, informal probate, and small estate procedures.

Transferring Title Through Probate:

• How title to real estate passes after an owner’s death.
• Authority of personal representatives (executors) to list and sell property.
• Importance of Letters Testamentary or Letters of Administration.

Deeds and Legal Documents:

• Overview of deeds commonly used in probate transactions (Personal Representative’s Deed, Quitclaim Deed, etc.).
• Key legal documents agents may encounter in a probate sale.

Court Approval and Sale Requirements:

• When court approval is needed for a sale and how to tell.
• Marketing and selling strategies for probate properties.

Best Practices for Real Estate Agents:

• How to work with attorneys, personal representatives, and heirs.
• Avoiding common pitfalls that delay closing.
• How to explain the probate process clearly to buyers and sellers.

Additional Details:

• Instructor: Whitney A. Hey, Attorney at Hammond Law Group, PC
• Credit: Earn 1 CE Credit
• Course Title: [Insert final title here — e.g., Navigating Real Estate Sales Through Probate and Trusts]
• Audience: Real estate agents, brokers, and industry professionals
• Goal: Boost your confidence in handling client interactions involving probate and trust properties.

About the Instructor:
Whitney A. Hey is an attorney with Hammond Law Group, PC, specializing in estate planning and probate law. She has extensive experience guiding clients through the complexities of probate and trust administration. Whitney is dedicated to educating real estate professionals on effectively handling transactions involving probate and trust properties.

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