Estate Planning Resource for Realtors
Help your clients spot planning issues before they become transaction problems.
Schedule a complimentary 15-minute consultation for yourself or request help with a client situation involving estate planning, probate, inherited property, title concerns, or incapacity.
Review your current estate plan or identify what is missing
Inventory key assets and decision-makers
Spot gaps in title, beneficiaries, and incapacity planning
Create next steps for your family
Learn how to better recognize client red flags
Make a Referral
Red Flags Realtors Can Spot
A client may need estate planning guidance if you hear or see:
Property still in a deceased person’s name
Inherited property with siblings or out-of-state heirs
Seller may be incapacitated or unable to sign
Adult child is trying to sell a parent’s home
Client is widowed, divorced, or remarried
Client has minor children and no clear plan
Property titled in a trust or in a way the client does not understand
Family disagrees about whether to sell
No clear person with authority
No estate plan or no review since a major life event
What Happens After You Make and Introduction
Warm introduction — You introduce me to the client or send them this page.
15-minute consultation — I learn what is going on and whether I can help.
Planning session or next step — If planning is needed, we schedule the Life & Legacy Planning Session.
Clear guidance — The client gets direction, and you stay focused on the real estate relationship.