Have You Recently Received an Inheritance? Wondering What to do Next?

Older woman with her heirs

If you have recently received an inheritance, you are probably wondering what to do next. Depending on what you inherited, there may be many questions swirling in your head. Figuring out how to properly manage your inheritance so that you honor your loved one’s wishes and make the right decisions for your future can be difficult. It is a lot of responsibility and pressure, especially while you are mourning the loss of a loved one. Whether you have inherited property, a business, retirement accounts, stocks, bonds, or other personal items, we can help.

Our first suggestion is to stop. Don’t do anything with the inheritance yet.

You are at the right place to learn more about your next steps. We can also assist you in making the best decisions possible. Probate Executors provides heirs with answers to tough questions. We can help connect you with the professionals you need on your team.

We can Help You Make the Most of Your Inheritance!

Many heirs feel pressured to learn how to properly invest their inheritance, sell real estate, or run a business to ensure their loved one’s resources are invested in a manner that would make him/her proud. After all, it takes a lifetime to build wealth. You have been given the privilege of carrying on that legacy.

Probate Executors can help. We offer:

  • Concierge Services developed to address the needs of Inheritors (and Executors).
  • Our Probate Marketplace connects you to a variety of services and solutions.
  • A Team of financial advisors and other professionals can help you manage your inherited property and resources.

Our Services for Heirs Include…

Assistance with Inherited Properties

If you inherited property, whether you inherited residential property, commercial property, a farm or ranch, or a business, you will need help determining what to do with that property.

What do you do with inherited properties?

Here are some questions to consider:

  • Do you want to sell the property?
  • Do you want to keep the property?
  • Will you include the property in your portfolio?
  • If you decide to keep the property, how will you ensure it is properly managed?

Whether you inherited residential property, commercial property, farm or ranch land, or a business, there are several issues to consider. Probate Executors can connect you to the right people who can assist you with answering those questions.

Whether you need help analyzing the property to decide what to do, or if you know you want to sell the property, we can connect you to the right experts.

Maybe you have decided you want to keep the property and rent it out or you have inherited a rental property that you will continue renting. We can help you with that too.

Inherited a Business or Commercial Property?

If you have inherited a business, and you need help deciding whether to keep it or sell it, we can help too. We offer advising for running the business. We can also assist in the process of selling the business, if you go that route.

If you have inherited commercial property and are unsure of what to do with it, we can help. Our commercial property advisor can help if you are interested in selling the property or developing the property. We can conduct a market analysis and advise on appraisal value. Our team can offer development and brokerage services for land or building to sale or lease. We can also help you sell the property. Our commercial management team has experience throughout the United States and can work with any commercial property type.

Inherited a Farm or Ranch?

Have you inherited a farm or ranch? An estate including a family-farm or ranch can be exceptionally stressful. There is a lot to take on when running a farm or a ranch. We are here to assist in creating a plan for the land. Our team can connect you with investors who can lease the property if you don’t want to run the farm or ranch yourself. We are also able to analyze and oversee improvements and maintenance and secure appraisals. Our team can also help you sell or lease the land.

Regardless of the type of property you have inherited, Probate Executors can help you.

Did You Inherit Cash, Stocks, Bonds, or Retirement Accounts?

When you receive an inheritance, we strongly recommend that you met with a register investment advisor who can assist you in making smart decisions for your inheritance. We work with financial advisors who are fiduciaries and who specialize in estate planning. It is smart to work now with someone who specializes in estate planning to help you think about your future. You will want to consider what your loved one would you to do with your inheritance and how to best meet your goals for the future. Let us help you find the right financial planner for you. Regardless of the type of financial advice you need, our partners are ready to help.

You Found Us for a Reason

Probate Executors is where heirs go for guidance. Having the right team in place is key. Let us connect you to highly-qualified professionals who can provide you with up-to-date advice and information you need to make smart decisions.

Probate Executors has teamed up with professionals in financial planning, residential, farm & ranch, and commercial real estate, and business management. These are professional who you can turn to for advice to make the most of your inheritance.

Call us at 888-758-3185 to learn more or visit our website.

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