The death of a loved one is never easy, but the probate process doesn’t have to add anxiety and frustration to an already difficult time. At EZ-Probate, we empower our clients to work through the probate process quickly and with minimal cost.
Our goal is to provide you with the best resources and instruction so you can file probate court documents on your own. If you do need actual legal advice, you can pay specifically for that counsel — not for hours an attorney spends filling out court forms.
Why I started EZ-Probate
In 2012 my Wife’s Grandmother passed away and she named me 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 where tangible (home & commercial real estate) with a very modest liquid (cash) balance. I wanted to minimize the cost to probate and minimize the times that needed to go before the court, so I set out and researched how to probate the will without an attorney. Fortunately for me I had years of experience helping clients understand correspondence from their attorneys as they navigated probate, and a stack of books as tall as I am on Estate Planning and Probate Procedures from the American College for Financial Planning.
I was able to prepare all the necessary court documents, submit my probate petition to the court, notify all the heirs, and comply fully with all the deadlines (state and federal) to successfully probate the will.
The summer of 2015 one my financial planning clients called and told me that her mother died, and the only thing that needed to go through probate was her home. She was telling me her mom’s attorney was asking for $20,000 to probate the home! I told her to walk out and never speak to that attorney again. I helped her successfully probate the estate. Even though she had one of the hardest cases to probate, as she only had a photocopy of the will, we were able to successfully probate the will and change the ownership of the home all without an attorney.
That is when this idea hit me, why not see if I (with the help of my wonderful programers) could develop an online do it yourself (DIY) probate process to help people minimize the cost of probate for a loved one’s estate
Byron understands how grueling the probate process can be. He is passionate about empowering individuals and families to successfully probate the estates of their loved ones without paying exorbitant fees to attorneys.
In 2012, Byron became the Executor and Trustee of his wife’s grandmother’s estate when she passed away. Because of the financial constraints of the estate and the outrageous fee the probate attorney wanted to charge, Byron had to probate the estate without an attorney. Byron drew on years of experience as a Certified Financial Planner™, petitioning the court, notifying all heirs, and fully complying with state and federal deadlines to successfully probate the will — all without an attorney.
A few years later, one of Byron’s financial planning clients told him that she was beginning the probate process after her mother’s death. A probate attorney was asking $20,000 to probate her mother’s home. Byron was horrified. He told the client to walk out of the attorney’s office and never look back. Then he helped her successfully probate her mother’s house even though she only had a photocopy of the will.
Through that experience, Byron realized the great need for affordable, knowledgeable assistance through the probate process. After years of helping his financial planning clients avoid probate by establishing specific tools such as trusts, joint accounts, and transfer of death, Byron began EZ-Probate so that every person charged with settling the affairs of a loved one has the easiest and least costly job possible.
After law school, Vincent was an attorney on the U.S. Commercial Contracting Team for General Electric. After leaving General Electric, Vincent focused on estate planning and elder law, where probate was a significant part of his practice. Vincent was also articles editor and board member for the National Academy of Elder Law Attorneys (NAELA) Journal. Vincent has completed dozens of probates. He also holds an MBA.
Vincent co-founded EZ-Probate to solve the problem of high attorney fees, lack of technology in the probate space, and slow delivery of services. Vincent’s enthusiasm for technology customer service led him to believe many of the problems associated with lawyers and law firms could be solved with great technology and a dependable, customer-focused staff.