The ProbateNexus™ Workflow System for Attorneys
A repeatable, documented, and defensible system for managing every probate real estate transaction. Stop project-managing your agent.
1. Case Opened
Our system activates the moment your case is filed. We immediately integrate legal deadlines and property details to build the operational plan.
2. ProbateNexus™ Risk Audit
We conduct a 360-degree audit to identify and neutralize procedural, financial, and title-related risks before they can become liabilities.
3. Property Preparation
All vendor management, from securing the property to managing repairs, is handled and documented with a clear financial ledger for your accounting.
5. Escrow & Final Accounting
We liaise with escrow and provide your team with a final, itemized property ledger to simplify and expedite your court accounting.
4. Strategic Marketing & Offer Mgt.
Professional marketing to attract qualified buyers. All offers are presented to your firm in a standardized, easy-to-compare format.
6. Case Closed
A final, defensible package containing all communication logs, invoices, and reports is delivered to your firm for its permanent records.
The biggest drain on a probate attorney’s time is not the law; it’s the non-billable project management of the estate’s real property. You are forced to chase agents for updates, field calls from anxious heirs, and manually track down financial data.
The ProbateNexus™ System is our proprietary solution. It is a documented operational workflow that gives you back your time and provides a defensible audit trail for every action taken.
How ProbateNexus™ Protects Your Practice
Our system translates complex real estate tasks into simple, professional reports for your firm.
Feature: Centralized Task Management
Your Benefit: Eliminate Your Admin Burden. You don’t have to track deadlines or wonder what’s next. You get one consolidated report, on your schedule, detailing all completed and upcoming tasks.
Feature: Consolidated Communication Hub
Your Benefit: A Defensible Audit Trail. When an heir disputes a decision, you have a complete, time-stamped record of every conversation, vendor bid, and decision, shielding you from “he said, she said” arguments.
Feature: Vendor & Financial Ledger
Your Benefit: Flawless Court Accounting. Your paralegal saves hours. Our system provides a clean, simple report of all property-related expenses, ready to be dropped directly into your final accounting.
A Predictable Process, Every Time
Our workflow is designed to integrate seamlessly with your legal practice:
Case Opened ➔
ProbateNexus™ Risk Audit (Property condition, title, and compliance check) ➔
Property Preparation (Securing, repairs, and vendor management) ➔
Strategic Marketing & Offer Mgt. (All offers presented in a clear, standardized format) ➔
Escrow & Final Accounting (All financial data delivered to your firm) ➔
Case Closed
This is the new standard for probate real estate.