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EZ-Probate Snapshot
The death of a loved one is never easy, and the probate process today piles on additional anxiety and frustration in an already difficult time. At EZ-Probate, we empower our customers to work through the probate process quickly and with minimal cost to make the experience easier and less stressful.
Our goal is to provide you and your family with the best information available so you can file probate court documents on your own. If you do need legal advice, you can pay specifically for that counsel only — not for the billable hours an attorney spends filling out court forms.
Our goal is to provide you and your family with the best information available so you can file probate court documents on your own. If you do need legal advice, you can pay specifically for that counsel only — not for the billable hours an attorney spends filling out court forms.
In 2012, Byron's wife’s grandmother passed away and named him executor and trustee of her affairs. She lived a full and successful life and left a wonderful legacy and inheritance to her family. Most of her assets were tangible (home & commercial real estate) with a very modest liquid (cash) balance. He wanted to minimize the cost of probate and the times needed to go before the court, so he researched how to probate the will without an attorney.
Thankfully, Byron's years of experience as a financial planner included assisting clients in understanding attorney correspondence as they navigated probate. Add to that a stack of books as tall as Bryon on Estate Planning and Probate Procedures from the American College for Financial Planning and he was on his way to an affordable, efficient probate process.
He was able to prepare all the necessary court documents, submit his own probate petition to the court, notify all heirs, and comply fully with all the deadlines (state and federal) to successfully probate the will.
A few years later, one of Byron's financial planning clients called and told him her mother died and the only thing that needed to go through probate was her home. Yet her mom’s attorney was asking $20,000 to probate the home! Byron helped her successfully probate the estate even though she had one of the hardest cases to probate with only a photocopy of the will.
It was then Byron realized there were many more people who could benefit from assistance with probate. With an online portal and a team of trained experts, he could help others minimize probate costs and get access to their money faster. And EZ-Probate was born...
Thankfully, Byron's years of experience as a financial planner included assisting clients in understanding attorney correspondence as they navigated probate. Add to that a stack of books as tall as Bryon on Estate Planning and Probate Procedures from the American College for Financial Planning and he was on his way to an affordable, efficient probate process.
He was able to prepare all the necessary court documents, submit his own probate petition to the court, notify all heirs, and comply fully with all the deadlines (state and federal) to successfully probate the will.
A few years later, one of Byron's financial planning clients called and told him her mother died and the only thing that needed to go through probate was her home. Yet her mom’s attorney was asking $20,000 to probate the home! Byron helped her successfully probate the estate even though she had one of the hardest cases to probate with only a photocopy of the will.
It was then Byron realized there were many more people who could benefit from assistance with probate. With an online portal and a team of trained experts, he could help others minimize probate costs and get access to their money faster. And EZ-Probate was born...
