About EZ-Probate, your trusted partner in probate & estate planning

 

Our Mission

The death of a loved one is never easy, and the probate process today piles on additional anxiety and frustration in an already difficult time. At EZ-Probate, we empower our customers to work through the probate process quickly and with minimal cost to make the experience easier and less stressful. 

Our goal is to provide you and your family with the best information available so you can file probate court documents on your own. If you do need legal advice, you can pay specifically for that counsel only — not for the billable hours an attorney spends filling out court forms. 

Our Story

In 2012, Byron's wife’s grandmother passed away and named him 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 were tangible (home & commercial real estate) with a very modest liquid (cash) balance. He wanted to minimize the cost of probate and the times needed to go before the court, so he researched how to probate the will without an attorney.

Thankfully, Byron's years of experience as a financial planner included assisting clients in understanding attorney correspondence as they navigated probate. Add to that a stack of books as tall as Bryon on Estate Planning and Probate Procedures from the American College for Financial Planning and he was on his way to an affordable, efficient probate process. 

He was able to prepare all the necessary court documents, submit his own probate petition to the court, notify all heirs, and comply fully with all the deadlines (state and federal) to successfully probate the will.

A few years later, one of Byron's financial planning clients called and told him her mother died and the only thing that needed to go through probate was her home. Yet her mom’s attorney was asking $20,000 to probate the home! Byron helped her successfully probate the estate even though she had one of the hardest cases to probate with only a photocopy of the will. 

It was then Byron realized there were many more people who could benefit from assistance with probate. With an online portal and a team of trained experts, he could help others minimize probate costs and get access to their money faster. And EZ-Probate was born... 

Our Founder
Picture of Byron Batres, CFP®
Byron Batres, CFP®
Byron Batres is a Certified Financial Planner™ with 18 years of Financial and Estate Planning Experience.

Byron understands how grueling the probate process can be personally. He is passionate about empowering individuals and families to successfully probate the estates of their loved ones without paying exorbitant fees.

Through his experience with probate himself, as well as for a client, 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.
Our Team
Picture of Bonnie Reese
Bonnie Reese
Board Member
Picture of David Crothers
David Crothers
Board Member
Picture of Byron Batres
Byron Batres
CEO, Board Member
Picture of Meryl Schneider
Meryl Schneider
Chief Operations Officer
Picture of Brittanie Manney
Brittanie Manney
Customer Success Manager
Picture of Hannah Warren
Hannah Warren
Internal Innovation Strategist
Picture of David Thelander, Esq.
David Thelander, Esq.
Chief Legal Officer
Picture of Abby Carbonneau
Abby Carbonneau
Customer Success Specialist
Picture of Jacquie Williams
Jacquie Williams
Customer Success Manager



Our Attorney Partners
Picture of Robert Clavel, Esq.
Robert Clavel, Esq.
Attorney Partner: CA
Picture of Haley Simmoneau, Esq.
Haley Simmoneau, Esq.
Attorney Partner: TX & OK
Picture of Evangeline Williams, Esq.
Evangeline Williams, Esq.
Attorney Partner: NY