A Certified Probate Expert Can Help You Through the Process

Dealing with the death of a loved one can be one of the hardest things a person has to go through.  And if you are the Executor/Executress or Personal Representative of the Estate, there are many decisions you have to make going through the probate process: Estate Planning, Protecting Assets, Cleaning Out the Property, Assessing the Value of Real Estate, Selling Real Estate, Finding Title Issues with any Real Estate, Estate Advance of Funds, Finding Social Workers, and many others.   

What You Should Know About Probate Real Estate

As a fiduciary for the estate, you want to make sure you don't make any mistakes.  But that's not easy.  It helps to have someone who can help you through the probate process.  A Certified Probate Expert (CPE) is exactly what  you're looking for in a trusted advisor to help you through it. 

Certified Probate Expert - CPE


Certified Probate Expert in North Carolina - Tony Green

One of our owners, Tony Green, Realtor, Investor, and Appraiser, has recently completed the Probate Mastery course and earned his Certified Probate Expert (CPE) designation.   

Tony Green, Certified Probate Expert (CPE) North Carolina


Tony's goal is to help Forsyth County and other North Carolina families going through the probate process from beginning to end.  You might need a little help, or you might need a lot.  Either way, Tony and his team are here to help you get what you need with as little stress as possible.  Tony is known for being kind, compassionate and empathetic.  Let him be your trusted probate advisor.


What Our Probate Team Can Help With  

North Carolina Probate Help Vendor Team Services

Asset Protection

Having the proper insurance on real property is an important step.  If there is a unforeseen problem with the home, proper insurance could be a huge money saver.  Our team of insurance professionals will help you determine what's best.  

The Proper Insurance is an Important Building Block to Asset Protection

We can also help make sure the property is being maintained.  From grass cutting to winterizing a property we make sure your property will not deteriorate even if it is vacant.

Clean Outs

Getting properties cleaned out after a loved one has passed can be very challenging, especially if the heirs do not live in the area.  We have clean out crews that can help ease the burden of removing "all of the stuff", so you can sell the property if needed. We also work with Estate Sale companies to help maximize the value in the personal property.

What's the Value of the Real Estate?

When inheriting a property in North Carolina, there could be tax implications.  We work with CPA's to determine if you need an appraisal as of the date of death of your loved one to receive a "step-up in basis".  This means you would not have to pay as high of capital gains tax when the property (if this is not your primary residence) is sold.  And having an appraisal done by a certified appraiser could save you if the IRS decides to audit you or the estate.  The larger the estate, the more likely it gets audited by the IRS.

What criteria affects property value in a real estate appraisal

Selling Assets

We can help in a variety of ways when it comes to selling your property.  Your inherited property may be nice or it may be ugly and full of unwanted stuff.  Either way, we can help you get it sold, so that you can move on and get back to normal life. 

The process of selling your loved one’s home in is likely going to be emotionally challenging, from the sorting of personal items to the completion of the sale at the closing table. Empathetic and helpful professionals who have your best interest first, can make this process easier.  Other than an estate attorney, your greatest resource is a real estate professional that understands the intricacies of probate property sales.

Inherited Property File

If your property is in average to excellent shape, you may want to do a retail listing with Green Haven Realty, so that you maximize the amount of money you can make on the property.  Green Haven Realty's marketing plan, will help you get the property sold in the shortest amount of time possible for the most money in today's market.

If the property is not in good shape or it's in poor condition, our investor arm, TKG Property Buyers , can make you a no obligation, cash, "as-is" offer.  For our cash offers, there is no commission, no showings, no repairs, and no extensive cleaning required.  And you have the flexibility to close on the date you choose.  We provide an alternative to listing your property that is dependable, honest, and transparent.

Title Issues

Various title issues may appear when selling probate real estate.  It could be a complex IRS tax lien, or it could just be a mechanics lien from work done on the property.  No matter what it is our real estate attorneys are quick to resolve any title issues.  Title must be clear before real estate can be sold.

What to Do Afterwards

Most people don't know what to do after probate.  They give you the check and never talk to you again.  However, we make sure to get you in contact with people who can help whether it be CPA's, Attorney's or Financial Advisors for retirement or college funds.

Estate Planning

It may be the first time you’ve gone through the probate process and your first experience with something like this. Our goal is to make sure its the last time as well.  We can help eliminate the need for probate in the future for your loved ones and yourself through proper estate planning.

Estate Planning in Lewisville-Clemmons, NC

Estate Advance

Some times money that is needed is tied up in probate.  We work with estate advance companies to help get quick access to the necessary funds.

Social Workers

Social Workers can help facilitate many different tasks during the probate process.  We help you find the right ones.


When You Need Help with Probate in North Carolina

In North Carolina, Probate is a little different in each county.  If we aren't familiar with a county's probate process, we can refer you to someone who is.  If you're in Forsyth, Guilford, Alamance, Alleghany, Ashe, Catawba, Davidson, Davie, Iredell, Lincoln, Mecklenburg, Randolph, Rowan, Stokes, Surry, Yadkin, Watauga, or Wilkes we can definitely help you.

We will make sure that you are always well-informed about these real estate related choices. We will help you with the difficult conversations you may have to have with family members and heirs. Please contact us if you haven’t hired the services of a knowledgeable probate attorney, we can help you choose one that is highly skilled and competent. 


Going through the Probate process in North Carolina can be hard.  Our team can help you every step of the way.  Of course, you will still have to make some important decisions, but having an experienced probate advisor by your side will make you feel significantly less alone.  Contact Tony today at 336.701.2891 to schedule your free consultation.  He will do everything possible to guide you through this challenging time.


Disclaimer - Please note Tony Green is not an attorney, lawyer or CPA.  He does work with them and can help you with a recommendation for these professionals. He is a licensed Real Estate Agent in the state of North Carolina (NC License # 116570).  He is also a North Carolina Certified General Appraiser (License # A8096) and helps heirs who hire him to provide a retrospective appraisal for estate purposes, which could help lower the tax responsibility of the heir(s) once a property is sold.