For probate attorneys
What happens after you refer
A referral should be predictable. Here is the exact sequence, the communication goals attached to each stage, and what lands in your file.
- 01
You send the referral
Hour 0Name and contact for the personal representative, the property address if you have it, and anything unusual. Missing details are gathered directly from the client — the referral form takes about ninety seconds.
- 02
Acknowledgment to your office
Goal: 24 hoursA written acknowledgment confirming receipt, the assigned point of contact and what happens next. Your paralegal gets the same email so nothing sits in one inbox.
- 03
Client contact
Goal: 48 hoursLuke Getz contacts the personal representative personally, explains the property sequence, and schedules the property visit. No call center, no team handoff.
- 04
Estate Property Decision Report
Goal: 72 hours after accessA written comparison of selling as-is, a targeted refresh or full market preparation, with estimated cost, timeline and net proceeds for each. Copy sent to your office for the estate file.
- 05
Property status update
WeeklyOne page: what is complete, what is scheduled, current step of the six-step process, blockers, and any attorney action needed. Delivered on the same day every week.
- 06
Attorney-ready closeout file
At closingValuation information, vendor proposals and invoices, before-and-after photographs, listing and contract documents, seller net sheet and closing statement when available, and a property activity timeline.
Response times are communication goals, not guarantees of outcome. Maricopa Probate Solutions does not provide legal advice and does not act as an estate fiduciary. All work proceeds at the direction of the authorized estate representative under A.R.S. Title 14.
What your office does not have to do
- Chase cleanout, landscaping or repair vendors
- Field heir questions about who is emptying the garage
- Reconstruct property spending at the end of the matter
- Explain as-is versus repair economics to a grieving client
See a sample weekly status update, review the Estate Property Decision Report, or book a lunch and learn for your team.
Refer an estate
Send what you have. Anything missing can be gathered from the personal representative.
Want the one-page overview first?
The Attorney Property Resolution Overview covers the process, the service standard and the closeout file.
Prefer to talk now? (480) 568-1010