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Probate & Estate Education Services

Support, organization, and step-by-step education.

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The Process 

  • Consult (60 min)

  • Statement of Work/Contract Signed

  • Document & Task Inventory + Action Plan

  • Coordination Begins (weekly 60-min meetings, plus email support)

  • Milestone Checkpoints (court deadlines, asset tasks, vendor coordination)

  • Wrap-Up (final checklist + next-step plan)

Packages

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