Remote Signatures, Filings, and Payments
Modern tools for a traditional process
When allowed, we use remote notarization, courier services, and secure portals to exchange documents and funds. We also explain where
in-person steps are still required, then schedule efficiently to minimize trips.
Real Estate and Personal Property
Managing homes and heirlooms from a distance
From a Highlands bungalow to a Prospect condo, we organize maintenance, valuations, and sales. For items with family meaning, we create a distribution plan and document hand-offs so memories-and records-are preserved.
Creditors, Taxes, and Reporting
Stay compliant without being in town
We track notices, pay valid claims, and prepare summaries for heirs and advisors. Clean accounting and reporting supports the estate's tax filings and speeds closing, even when everyone lives hundreds of miles away.
When Trusts and Beneficiaries Are Involved
Probate isn't the only path to transfer assets
Life insurance, retirement accounts, and trust assets often bypass probate. We coordinate trust administration with court steps so out-of-state heirs receive a single timeline and clear instructions.
Answers for Out-of-State Heirs
Five practical answers for long-distance estates
Do I have to travel to Louisville for court?
Sometimes, but not always. We'll confirm what can be handled remotely and consolidate any required appearances.
How do we manage the house if no one is nearby?
We arrange inspections, insurance reviews, maintenance, and realtor coordination. Proceeds from any sale go to the estate account with full documentation.
Can I serve as executor if I live in another state?
Often yes. We help secure appointment, set up an estate account, and provide a step-by-step plan so distance isn't a barrier.
What if there's also a trust?
We align probate with trust administration, coordinate beneficiary designations, and make sure distributions don't conflict.
How do we keep everyone informed?
Regular email updates, shared document portals, and scheduled check-ins keep heirs aligned. We also provide a concise status summary to reduce duplicate questions.

