Resources
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Professional Guidance
Finding Professional Help
You do not necessarily need a team of professionals to administer an
estate or trust. When a legal, tax, title, valuation, financial, or
real estate question does arise, understanding the different
professional roles can help you decide where to turn.
Start Here
Start With the Question, Not the Professional
Different professionals solve different problems. An attorney can
address legal questions, an accountant can help with tax and
financial reporting, an appraiser can provide an independent
opinion of value, and a title professional can help identify and
address title requirements.
Real estate and financial professionals may also become useful when
property, investments, or other assets require decisions during
estate or trust administration.
The Executor Companion explains these roles in more detail so you
can understand what each professional does before deciding whether
you need assistance.
Understand Professional Roles →
Trusted Professionals
People & Organizations We Trust
Estate & Trusts NJ maintains a small, curated network of
professionals who may be helpful to executors, trustees, and
families. These are professionals we know, have worked with, or
have confidence referring families to when their services may be
appropriate.
You are always free to choose your own professional. These
recommendations are provided as a starting point and are not a
requirement to use any particular person or company.
Title & Settlement Services
Title Professionals
Title professionals can assist with title searches, title insurance,
closing and settlement services, and identifying title requirements
that may affect the transfer or sale of estate or trust property.
Real Estate Guidance
Estate & Trust Real Estate
The real estate guidance within Estate & Trusts NJ is provided
by Dennis Fotopoulos,
Broker Associate with Heritage House Sotheby's International Realty.
When a home or other real estate is part of an estate or trust,
real estate guidance may be useful before a decision to sell has
even been made. Understanding market value, property condition,
preparation options, timing, and the sale process can help the
responsible parties make informed decisions.
Understand the Role of a REALTOR® →
Other Professional Roles
Legal, Tax, Valuation & Financial Guidance
Depending on the estate or trust, other professional assistance may
be useful. The Executor Companion includes guidance about estate and
probate attorneys, CPAs and accountants, real estate appraisers, and
financial advisors.
Additional Trusted Professionals can be added here as the
Estate & Trusts NJ professional network develops.
Explore Professional Guidance →
