Posts filed under Probate


Probate 101 - A Guide for Personal Representatives - South Carolina

Fri, Sep 30th 2022 9:00 am by Alan Donald Probate

Have you been appointed as the Personal Representative for an estate in probate in Charleston, South Carolina?

Are you finding it difficult to navigate the paperwork? Need any help or guidance in dealing with the real estate? 

As Certified probate Experts (CPE), we have built a network of local professionals and service providers to help Personal Representatives in their functions.

In the video below, we invited attorney Morgan Insley of Blanco Tackabery, to talk with us about how to handle an estate in probate, and how to avoid it by planning ahead. 

Her contact information is below. 


Morgan Insley, Blanco Tackabery [email protected] (336) 293-9006

Alan Donald, Broker Associate...



Estate Planning 101 - An Interview With Morgan Insley of Blanco Tackabery

Wed, Sep 14th 2022 8:00 am by Alan Donald Probate

ESTATE PLANNING 101

We invited attorney Morgan Insley of Blanco Tackabery, to talk with us about estate planning, a topic that is important for seniors, children of seniors and even for young families. 

Her contact information is below. 


Morgan Insley, Blanco Tackabery
[email protected] (336) 293-9006

Alan Donald, [email protected]



Learning About Probate

Thu, May 12th 2022 3:26 pm by Alan Donald Probate

Food for Thought: "Everything You Wanted to Know About Probate But Never Dared to Ask"

This week we had the privilege of sponsoring a "lunch and learn" hosted by the Mount Pleasant Chamber of Commerce on the ins and outs of probate.

Our guest speaker, Judge Irvin Condon, CPA, Esq. was very entertaining and informative. 

As Certified Probate Experts (CPE), our main goal is to help Personal Representatives by providing "connections" to professionals and service providers who may be able to help them with their probate duties.  Click the picture below to view some of the service providers we can connect them with.  Read more here.

If the estate wants to sell any real estate (in any state...



Introducing the Charleston Probate Real Estate Team

Mon, Aug 17th 2020 4:54 pm by Alan Donald Probate

Charleston Probate Real Estate

PROBATE IS NEVER EASY!

Regardless of whether you are Probate Attorney, a Personal Representative or an Executor/Executrix, we can help!
If a loved one or a friend passes away and you were designated as the Personal Representative (or Executor) for the estate, it is very probable that you may feel overwhelmed with the amount of work this generates.  We know that handling a probate is never easy and you will most certainly face some difficult and perhaps emotional decisions. 

We have built a team of experienced professionals to assist Personal Representatives in performing their functions. It includes probate attorneys, financial advisors specialized in es...



Probate & Real Estate - Personal Representatives, Realtors and Probate Attorneys

Thu, Nov 14th 2019 2:00 pm by Alan Donald Probate

Our real estate services fully complement the Probate Attorney's. In this 2nd of 3-episode series Probate and Elder Law Attorney Michael Sgobbo talks about remuneration for Personal Representatives and the functions that a real estate can perform for an estate that are outside of the functions for a probate attorney. 

Our team helps Personal Representatives or Executors determine the best property disposal strategies and offer a team of "allied resources" - service providers relating to real estate or complementary services that a Personal Representative may need to help perform their functions.

Whether they choose to have a quick, cash sale, and "as-is" sale or wish to clean and impr...




Probate and Real Estate

Fri, Sep 13th 2019 2:19 pm by Alan Donald Probate

Probate & Real Estate

Our real estate services fully complement the Probate Attorney's. In this 3-episode series sheds some light into the probate process and the different functions that a Personal Representative of an estate must perform in South Carolina, as it relates to real estate. This introductory video features Probate Attorney Michael Sgobbo, Esq., who answers some of the basic questions about probate in SC.

We help the Personal Representative or Executor determine the best property disposal strategy and offer a team of service providers (relating to the disposal of the real estate in the estate) to help them achieve their objectives. Whether they choose to have a quick,...




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