Probate Case Studies
Selling Multiple Properties
Guiding a Family Through Selling Six Properties After a Loss
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When a Savannah attorney referred me to a family in need, they were facing not only the loss of a beloved husband and father, but also the mother moving into assisted living in Atlanta, and the overwhelming responsibility of handling six different properties tied to the patriarch’s estate.
Suddenly a daughter - also based in Atlanta - found herself responsible for both her mother’s care and managing her father’s estate, which included:
The family home filled with 40 years of belongings
3 vacant lots
2 investment properties with tenants no longer paying rent
The daughter felt paralyzed by paperwork, grief, and the logistics of selling these properties.
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This situation presented several unique hurdles:
Some properties required probate before they could be sold.
The home had been vacant for over a year and was filled with personal belongings.
The rental properties had non-paying tenants, requiring attorney involvement.
The daughter initially considered keeping a rental, but managing it long-distance wasn’t realistic.
The mother needed to stay in Atlanta and couldn’t return to Savannah for closings.
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To reduce the stress on the family, I created a step-by-step plan:
Valuation & Strategy
I provided a comparative market analysis (CMA) for each property, showing both current values and the potential with improvements.
Together, the family decided which to sell and in what order.
Quick Wins
We listed one vacant lot first and found a buyer within 60 days, giving the family momentum.
Tenant Solutions
I connected them with an attorney to resolve the non-paying tenants. One left voluntarily; the other was legally removed.
Bundled Sale
Once vacant, the two investment properties and two lots were sold together to a single buyer for $350,000.
Preparing the Family Home
A crew cleared out the house after the daughter removed sentimental items.
A deep clean and HVAC servicing were completed, but we sold the home as-is.
Market Positioning
We listed the home on the higher side due to its neighborhood.
After 25 days with no offers, we reduced the price — and within a week, multiple offers came in.
An investor purchased the home, and we closed within 30 days.
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All 6 properties sold — 3 vacant lots, 2 investment rentals, and the family home.
The mother signed remotely from Atlanta; proceeds were wired directly.
The family avoided managing renovations, evictions, or complicated logistics from afar.
Family Outcome — What began as a stressful, overwhelming situation ended with clarity, closure, and financial peace of mind:
With the sale of all properties, the family’s Savannah chapter was now closed.
The daughter could focus on supporting her mother in Atlanta, rather than dealing with long-distance property issues.
Selling a Home with A Medical Debt Lien
Guiding an estate representative through the home sale process with a Medicare lien on the home that needed to sell quickly.
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The personal representative of the estate had a home in the estate and they were not sure if they were going to sell it.
However, several years after her mother had passed away they found out that the mother’s assisted living costs were not covered by Medicare and that the Department of Health was putting a lien on the home.
Her excellent attorneys helped negotiate the lien value down but then she had an order to sell the house within 4 months.
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This home presented two unique hurdles:
As part of a negotiated agreement between the Estate Represenative and the Deparment of Health to reduce the Medicare lien value currently on the house, the home had to be sold within 4 months.
The home sale required the Estate Representative to get an EIN for the estate and open a business bank account once the home was under contract.
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Working together, I helped the Estate Representative weigh her options between seling off-market to an investor or listing the home on the MLS.
Ultimately, we determined listing the home for sale on the open market would yield a better result for the client.
Within a month of listing the home for sale we went under contract and closed with an all cash offer.
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Estate Outcome — With the home under contract and sold within a month of listing, the Estate Representative was thankful to have a professional guiding her through the probate process and glad to get this behind her.
Client Success Stories