KGCI: Real Estate on Air - Smart Services for a Successful Probate Business
Episode Date: October 30, 2025Summary:This episode provides a tactical breakdown of how real estate agents can differentiate themselves in the probate niche by offering a range of "smart services." The host discusses how ...providing value-added resources—such as estate sale coordination, property cleanup, and legal referrals—can position you as an indispensable partner to grieving families. By simplifying a complex and emotional process for clients, agents can build a foundation of trust that leads to an exclusive listing. This episode is a blueprint for becoming a full-service professional, not just an agent, in the probate market.
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Welcome to Probate Weekly. I'm your host, Bill Gross, at Bill Gross Probate and social media.
We do this every week to talk about different practices on how to be better and serving our customers, whether a real estate agent or attorney or vendor in the space, working with real estate and secession, whether it's planned ahead with a state plan or not with probate.
Or in some cases, North Carolina one can be passed over without planning, and yet avoiding probate.
We're excited to have here today, partner in a law firm based in North Carolina.
from McGuirewood and Beset, we have Andrew Atherton.
Andrew, thank you for joining us today.
Thanks, Bill, for having me on.
And so one of the things we talked about when we started in North Carolina is that you don't
need probate to transfer property in North Carolina in many cases.
Talk a little bit about why that is.
So, yeah, North Carolina is unique in the sense that real property, so your house or land
that you may own that's in North Carolina.
The North Carolina real estate law says that when someone dies, that land or house passes automatically at the time of death to the named heirs under a will or named or if there's not a will to the intestate or the North Carolina written, state written will.
succession plan.
And so that is different than I think in a lot of states in which you've got to go through
a process in which the court authorizes the transfer of that property to the named people
in the will.
It frees us to not, particularly because the house ends up being or land ends up being
most people's largest asset, frees us to not always look at revocable trust.
is a way to provide probate avoidance because we can, you know, their biggest asset doesn't go
through the probate administration process anyway.
Though when I think about the probate cases I deal with, I can imagine you have cases where
there's fights over who is a spouse, who's not a spouse, who's a child, he's not a child,
other side agreements, last minute deeds.
So I imagine there still probably is a vigorous probate litigation.
business in North Carolina as a result of that.
Oh, absolutely.
And, you know, it doesn't mean just because it passes by to the airs under intestase
succession, it doesn't mean that it doesn't, that people shouldn't have, you know, a good
plan in place.
I would always encourage people to have, visit a lawyer and understand and know what their plan
is.
and likely everybody should document that in it minimum a will.
But in a lot of cases, it does end up being some sort of revocable trust.
So if you have land that's owned by a business like an LLC or other sort of corporate entity,
that does go through probate.
It has to require the administration process.
So we, in the vast majority of cases, use trust as a way to own that LLC prior to death so we can avoid the estate administration process.
One of the questions came up in a case I dealt with recently, I was surprised to find that an LLC owned by a trust, that they could transfer that by selling the LLC,
therefore, even though the self-property might require court approval, in this case in California,
I know the law is changed by state, that didn't require court approval because they weren't selling
the property, they're selling the LLC.
So I'm sure there's different layers of risk and different layers of opportunities and nesting
and then who gets the assets.
That's why you probably have to have a plan in place to get the result you really want
at the end rather than getting close.
Correct, right.
And it's good to, I mean, that's why, you know, we start.
planning as an estate planner by asking, sending out a client questionnaire and asking about,
you know, extensive details about what assets are out there. It's because it's not one size
fits all for folks and it takes us any sort of planner knowing really the details of what
assets you have, how they're held, whose names are on them.
in order for us to help shape kind of what kind of documents or plan you need.
One of the biggest challenges for state planners that I do in California is that often,
or not for the planners, but for the customers,
is that the plan never got funded,
meaning they met with the attorney, they signed the book,
they signed all the documents,
that all the property is going to be in this estate plan,
but they don't actually deed the property from Bob and Mary to the Bob and Mary Trust.
Is that an issue as well in North Carolina?
And how do you resolve that?
Or is that just you miss the boat?
Yeah.
So as long as you can do that funding pre-death, then you're okay.
But you're exactly right in that it's not just enough to take the step of creating the documents,
have to go through the process of either funding assets in the trust or directing,
changing beneficiary designations and such so that assets pass to the trust or passed
to errors directly. That's the reason that we, again, get a lot of asset information
and a big part of what we do is help folks sort of walk through that funding process on the back end.
In fact, we've had conversations as a practice group.
Myself, we've got about 26 lawyers in our firm, and about 12 of us do planning and probate administration or state administration work.
And so a big part of our firm does that.
And we've actually talked about potentially hiring like a paralegal or someone to literally just work to help folks fund their estate plan.
Because it's so important.
That step when skipped really means a lot of the documents.
The documents still may work the way you want them to, but a lot of the goals of the documents get missed.
Right. If they have multiple siblings or children and they want to disinherit one, for example, in the trust they do that or, you know, reduce their inheritance substantially. But if they don't execute the estate, then the property is decided, at least in North Carolina, by the standard distribution. So I imagine each of the children get an equal amount. And that might not be in the attention at the time. Maybe the city gave extra money to one of the children had time and wanted to make things equal. Who knows? But unfortunately, the law is not going to anticipate all those.
those details and your good work of doing the plan goes down the drain.
So you talk about maybe getting a paralegal.
The other one is following up with the customer, right,
that you send them home with a nice book and you give them a list of things to do.
And if they don't do that, now do you handle the deeding of the property yourself,
the funding of that or is that something you signed to the customer or do you have a vendor,
you refer that?
No, we've got a, we have a real estate lawyer, actually two real estate lawyers in our firm
that do deeds for us.
And so particularly when it's real estate
will assist with preparing the deeds to make that happen.
We'll, at the moment, we'll reach out to,
if we have contact information for like their investment advisor
or banker, then we'll reach out and give them some funding instructions.
And at the moment we have left it to them,
then the client to follow up and finalize that funding instruction besides executing a deed.
We've done all that stuff and recorded it.
But we've left it to the client to do the final follow up with their advisor.
That's where we're having conversations.
Do we need to bring somebody on so that they're not paying lawyer rates to hound or,
encourage people to keep working through their funding.
That's a challenge.
At some point, you stop being an attorney,
you become kind of like somebody's mother.
Right.
You didn't feel, you just had a documentation,
get back to me, you didn't get the property deed over.
And at some point, it's, on the one hand,
you went done to get the customer, the result they wanted the client.
On the other hand, you want to make sure you wear your lure hat and not your,
your mother hat.
So that can be a challenge.
So the other one, the other issue seems to come up from time,
time is the storage of the documents.
You know, I've had numerous customers who passed where there was a trust, and we know it was
because the property was funded into a trust, but whoever, you know, at that point,
successor trustee or second successor trustee or third, can't find a copy of it, and now we're
out of luck.
So what's the law in North Carolina regarding property has been deeded into a trust, but you
don't have a copy of it in order to determine who has authority or what's supposed to be done
with it?
Yeah, so we have the uniform trust code.
And that gives us some flexibility if we have a copy or can find a copy, even an unexecuted copy can sometimes be utilized as evidence that that's what the intent was with regards to the document.
And so, you know, if there was not an executed copy that can be found, then it would require some sort of process of going.
going to the court and getting a judge to,
you know, agree or sign off that that document was,
is the document that was executed.
That can be complicated and expensive
and take a fair amount of time.
So we try to avoid that.
One of the ways that our firm has worked to avoid that
is we actually offer for clients.
We are lucky enough, we're actually in a historic building
in downtown Asheville that was formally a couple of different banks.
And so we have the both blessing and curse
of having vaults all over our building.
And so we store original documents for individuals
with that have our clients of ours and we keep those in fireproof safes and old bank vaults.
And we find that it's the best way to make sure that we can locate an original when someone
passes away.
My father was an attorney and growing up, he had a small firm and one of his partners
did wills and trusts.
And in their law office building,
they bought a small office building,
and they built basically a vault.
As a little kid I used to go in there
and see other originals.
It seemed like that was the standard practice for attorneys,
and I think reading history
about famous people who were attorneys
like Abraham Lincoln and John Adams,
that was common.
They stored documents for customers.
Of course, not as sophisticated as vaults,
but whatever they had.
But it seemed like that stopped happening
as the course of business, at least in California, maybe there was liability issues or they
couldn't find them. And so it seemed like it changed at one point to a period of where attorneys
didn't want to keep the forms. And then now it seems like with online, there's other ones
who keep originals and or keep online copies of it. Do you as well, now, I'm really impressed
to hear you guys keep the original. I think that's fantastic as a service to the customer because
the original is always better than a copy.
Do you also offer digital services?
And how do you integrate that into your practice?
Yeah, I mean, all of our scans are all of our documents that are executed with
through us, we scan into our cloud portal.
And we store those for individuals.
And we keep a copy, you know, in our system.
Um, the, you know, the ability we, we do, I can say that our litigation attorney is, um, that does our trust and state litigation work.
Every time we discuss vault storage, um, she tells us how, um, terrible of a decision from a liability standpoint that is.
So, um, she doesn't love the fact that we store those documents, but, um,
just from a from a perspective of of lawyers,
but we just think it's such a good client service to do that.
I know, you know, it's a struggle.
I think we do, we are set up in a sense that because we have,
you know, a number of lawyers and have been around our firm
just celebrated its 130th anniversary this last year.
Wow.
And have been around so long that we feel like we're aligned to be able to store documents on the continuing basis.
I've seen private, I mean, definitely, I think if I was a private practitioner,
I'm not sure I would want to necessarily store documents.
The law requires us to, if we're shutting down our office or have retired or pass away,
those documents have to find its way back to a home.
And that can be an arduous task if it's an individual practice, for sure.
Yeah.
One of the real advantages of a larger firm,
you have the leverage that it offered an additional service,
I think, that your customers can.
To me, it seems valuable to have it.
It's funny that your attorney tells you about the liability.
As a real estate agent, I would say, you know,
the attorneys will always tell you why not to do something.
And if you take all their advice, she'll never do anything.
You'll send it home in a fetal position because that's the best way to avoid any liability.
But the question is where is there a fair risk return?
And I think keeping the original documents for your customer, at least you're making the effort to try to serve them.
I think that's always, to me, the North Star, what serves as a customer?
And you do your best you can in that area.
So you probably along the way also see customers who come to you or clients who come to you.
who come to you with problems from estate plans done by other firms.
Do you guys handle administration and or litigation of plans that are developed outside?
And so I guess that's the first question.
Do you handle those kinds of plans?
Yeah, we do.
And just notice, for those watching, just notice the frustration in his voice there.
Because he's really saying, I don't want to, but we have to because it wouldn't be good service.
But I could feel that, the pain.
We do have a trust and a state litigation attorney.
And she does a lot of advice regarding rights under prior documents.
I say that in that I hope that our litigation attorney is working on things that we haven't drafted as planners.
That's always the scary, you know, the worry as a planner is that you've done something.
But she, we do, you know, in North Carolina, because having, because we do have the uniform trust code, we've got a lot of flexibility on adjusting estate plans.
And the way, the way I describe it is that we can almost do estate planning for people after they've passed away in the sense that if the document,
or the plan doesn't necessarily match up to what we can clearly tell because the deceased person's wishes.
Our law provides an extraordinary amount of flexibility to work to try to adjust a plan on that.
It uses, you know, we can do things like decanting trust, which is essentially taking an old trust that has,
some maybe language in it that was built maybe the 1930s even or 1940s and 1950s and and
creating a trust that has language that's more modern and refreshed and has a better outlook as to
the way our law works today and there's there's a big amount of flexibility in doing that and she
does a fair amount of that work we do a fair
out of work and sort of helping families find a way through disagreements and arguments about how
things were set up. You know, I say it that way and that, you know, everybody thinks of the
litigation attorney is the one that goes in with guns blazing, but honestly, a good litigation
attorney is going to try to get people to the point in which they can come to an agreement as
to make things work out in the way of which, you know, the deceased wanted things to happen.
Well, or another way to put it, I think is a great anything, litigation attorney or anything,
gets the customer what they want as best as they can.
Right.
Right.
And oftentimes you can't get the customer in litigation because it's not to anybody but the judge at the end of the day,
but you do the best you can to get them what they want.
And sometimes the best way to do that is by,
resolving matters, negotiating matters,
medying matters, and sometimes it's going to blazing.
And I'm sure you also see customers.
There's some who just, if I can just, you know,
shoot guns nonstop and spend every dollar I have,
I hate my brother's sister, whatever, so much.
I don't care.
And there are attorneys who will do that,
their attorneys who won't do that.
So that's giving the customer with it won, unfortunately,
I think in some cases.
Yeah.
And, you know, I mean, we try to avoid, you know,
good lawyers are going to make sure that their client has reasonable expectations as to what happens
because you can spend tens of thousands of dollars when you end up in a courtroom.
And so trying to avoid that is at all costs.
So what would you say are one or two of the most common mistakes you see in estate plans
that end up getting litigated?
Like one or one or two may be preventable things?
or errors made that could be caught, but warrant that for at least the litigation.
So I do a lot of special needs planning.
I do a lot of helping folks understand and work out plans to take care of disabled adults.
And we do a fair amount of modification, and maybe it's not even necessarily.
necessarily disputes, but we do a fair amount of modification of documents or trust after someone's
died because things are going outright to an individual that may be receiving a whole litany
of government benefits that would be affected by receiving an inheritance. And, you know, this isn't
like folks receiving $10 million and all of a sudden they're off Medicaid. That's maybe not as
big of a deal as someone that's receiving, you know, $200,000 and all the sudden they're off Medicaid.
If if healthcare becomes something they have to pay for privately, that money will go extremely fast.
And so we do, you know, we see a fair number of folks that haven't thought that through.
either one because they've done planning on their own,
either by pulling forms online or whatnot,
or they've gone to a lawyer that may not do this as a full-time job.
They may go to a lawyer that does have their real estate closing attorney do their will,
which may or may not, you know,
lead to the result in which they're asking all the questions and the lawyer's not necessarily
asking all the questions to get the documents correct.
I would say it's not a problem with the choice a problem.
And I think that, you know, a bad, at least in California, a bad estate plan that at least
gets the property out of probate is better than none, 90% of the time.
But then that 10%, if you're in the 10%, it's bad.
So it all depends on your circumstances.
I think the more particularly circumstances,
the more you need to be thinking about these things ahead of time.
And obviously children and even adults, special needs, medical situations.
These are all things that require care.
Otherwise, you end up blowing through $100,000 that you didn't need to for some reason.
So that's a common.
So if I would say to you, and if you were, you know,
I'm sure you too modest to answer the question on a life podcast,
but if it was just me and you on the phone,
I said, I'm just curious.
Why would you think that you guys stand out as an estate planning service compared to the competition?
I know I tracked you online a little bit and saw you and I was impressed.
But if you were saying, one of the two things that maybe you feel like you distinguish as a firm as an offering to a client or prospective client over the competition or do you aspire to, what would you say that is?
So, I mean, I think, you know, the lawyers in our firm, we have all committed to,
focusing on our specific practice area,
whether that's a state planning,
you know, elder law work, corporate real estate,
even to the extent of probate.
We have a couple of lawyers that do most of our administration type work.
And because we have committed to focusing our practice
and working together as teams and
and getting other lawyers involved,
if there's a corporate interest involved,
then we have really learned our craft well
and have a in-depth knowledge of, you know,
trust and estate planning.
And don't feel like that I'm,
I don't feel like I have to be everything to a client.
I have to know where concerns may,
may jump out.
And by being able to focus our craft,
I think that helps in being a subject matter expert.
I mean, we want our lawyers to be those subject matter experts.
And then I think I do a lot of, I mean, I'll say I and then the rest of our lawyers do a lot of work
with our state bar association on,
in working with attorneys across the state, in doing things like drafting legislation and other
items that keep us on the edge of what's happening in the legal realm.
Now, I know you're in Western North Carolina. Do you practice throughout the state?
Is it the kind of practice that you can do statewide, or is it very limited to certain jurisdictions?
Primarily, it's limited to Western North Carolina.
Western North Carolina Square footage is a pretty large area.
And because large part of our side of North Carolina is cool, we do a lot of work.
I mean, Asheville is the biggest city in probably a couple hundred mile radius.
And so, well, you know, west of Charlotte, then we do a fair amount of work for folks all across the western part of the state.
I have random clients across other parts of the state, but mostly because we've connected with their connection through Western.
And so from a business point of view, I would imagine that you must get.
business referred by attorneys, just like you say that you're going to handle Western North Carolina,
attorneys in Durham or Rainsborough or even Charlotte would think that are familiar with the particular
practices of your jurisdictions.
I know in California, the laws are statewide, but each county has their own rules and procedures.
And I think also style and feeling and they're completely different.
So is that good chunk of your business is coming from attorneys in other parts of the state?
A huge portion of our business comes from attorney referrals, but attorney referrals across the state.
Honestly, I think attorney fair amount of attorney referrals locally.
I think colleague referrals is like the best form of flattery.
And it's why it's important to us to be a part of like these statewide groups, even though it's maybe a
you know, four hour drive to Raleigh to work with the legislature.
We do it because it's important connection-wise and important sort of to stay involved
and provide good client service.
I know having grown up watching me, Brer FD, driving to Raleigh is a big deal.
It is, it is, driving to Raleigh.
Bill, from Western North Carolina, it feels like that time.
And so I bet that this is the only thing is taken off to.
So a lot of people on my platform are real estate agents, and at least in California,
and one of the things I try to also evangelize is that real estate agents should be involved in
because we see how people take property or hold title of property, whether they have a
plan in place or not.
We see that.
Good time to get one.
If you're buying a property, good time if you're selling a property to evaluate those
questions.
Do you work with real estate agents as much?
So how does that, what's that look like in your practice?
Yeah, we have a, I mean, I have a huge connection to real estate.
They're great support services, both, you know, we do a fair amount of trust in the state
administration ourselves.
So that involves buying and selling real estate at times with us being the sellers or buyers.
And so we work with real estate agents in that way.
And I think just having good connections and bouncing ideas off of each other and what's going on in the real estate market is really important.
I'm personally involved with the strategic planning group that we get together once a month.
And about three real estate agents, an individual that does reverse this mortgage broker that does a lot of reverse mortgages for senior.
and a couple of different folks that provide like both financial advising services and senior type caregiving or transition type services.
A couple of EXP brokers too.
How about that?
Those are the good ones.
Just that point out of way.
So, you know, one of the challenges of real estate agencies is they, when they want to get the project business, they think,
I should just call every attorney and ask them for referrals,
it's not understanding that the business that they're asking to defer is what finances your fees
and also is critical to your customers.
It's just a very intimate relationship, I think, that's not most commonly going to be secured
by just a cold call.
And I also know that many realtors present themselves as experts in probate and really
have done the work.
You know, it's easier to buy a certificate and put up a fancy website would actually do the work.
So what do you look for?
You know, you must get phone calls from realtors your customers want to work with or that, you know, have a property.
You know, they need a real estate agent to sell.
And obviously, you know, the customer has a say, you know, you have a say,
what do you look for in a real estate agent to determine whether or not an agent you want to work with,
both in terms of just on the customer you have in front of you and or maybe even future referral business?
You know, I think ones that are, you know, willing to ask questions and get that they don't necessarily, you know, know, know, know,
everything.
I'd rather, I'd rather a real estate agent be willing to say, hey, I'm not, I'm seeing this on a deed and I'm not totally understanding what this means.
Can you help me make sure that I'm writing the contract correct correctly?
more than if someone just tries to quickly put a contract together and hopes that it's all right.
And then we have to go back and fix it or make, you know, changes to it.
I'd rather somebody ask the question up front and, you know, be willing to issue spot capable of saying,
hey, I think there's a problem here and be willing to ask the question.
I think that's helpful.
We do a lot of in our working, I mean, we hold ourselves out with real estate agents and financial advisors,
accountants, we offer, look, if you've got a problem, even if it doesn't end up with a referral to us,
I mean, we're happy to answer one-off questions for you if you just ran up with an issue.
In California, we have really two tracts of real estate sales and probate.
9% I would call standard.
There's maybe a no proposed action gets filed to the court publicly,
but basically otherwise it looks like a regular transaction with a form that protects the estate.
And then about 10% need court approval where you literally are there's a process.
You have to advertise a certain way.
Bring it to court.
Court reviews it in detail.
And they require a lot more sophistication.
And in California, we're really blessed.
We have, I think, very great forms that cover all those circumstances that I can attach to a listing order of purchase that protect me as the agent, protect my client.
And I'm amazing to find out that Northern State has anything like that.
So I guess my question is you must account in North Carolina have occasionally properties that you list that don't aren't standard but need a court process.
And so what do you do to protect your client?
Do you have a template that you give your clients, or is there a certain wording you put in that's sufficient?
Or is there just California so much more litigists?
And in North Carolina, you're all friendly people, nobody sues each other?
What do you invite your clients?
Definitely litigation.
I would think your litigation attorney, so I would think.
So we oftentimes court approvals required for cases in which there's an incapacitated adult or an individual.
Yeah, or minors associated with that.
And so that requires a court approval process,
and we actually don't have forms for the court approval process.
A lot of the reason is that it most of the time really needs a lawyer to help shepherd that approval through the court system.
And so, you know, what we typically advise,
is either getting that lawyer involved prior to putting the house on the market for sale if possible.
I mean, that's the preferential treatment.
Or sometimes realtors come forward and have gotten an offer.
Hopefully haven't signed the contract yet because, you know, if we've got an offer,
then we can put some language on the standard offer forms that the realtors use to state that it's going to require court approval in the process and subject the essentially subject the the contract to sell on court approval and and we've we've done that in the past we have run into
situations in which the offer to the contract was already signed and then it was later determined
that there was court approval required. In fact, I was recently purchased a house as trustee
of a trust that we're administering. And the seller had was selling on behalf of an incompetent
adult and I had suspicion that it was happening like that but the contract wasn't
written to indicate that and so I went on and agreed to the contract as a buyer to
later find out that they didn't have authority to sell until the court approved it
knowing the process that they had to go through and be and not and then I was willing to
kind of wait because I wanted the house for
for my beneficiary, but you could certainly run up to a scenario in which the buyer is not so
happy about the situation.
And so then as a real estate agent, I might contact you and say, hey, I'm representing,
working with their client, you're your client as well, we'll list the property,
and I imagine a certain verbiage, so we'll just list it, we'll mention the court may be required,
and then when we get an offer, I'll come to you, and you'll provide some sort of a template
or some sort of a form that you want attached to.
Right, walk through the process of getting the court approval for the sale.
And so what fascinates me, you can imagine.
I mean, I can say, in California, we have standard listing form for probates
and standard offer form for probate as well.
And as a listing agent, when I list the property,
I can copy some of that verbiage and put it in my MLS.
But really, every else in the country, it's just one attorney writing.
a memo or an email or a form at a time.
I just find that fascinating.
Is it just because it's just not common enough to standardize?
It seems like an advantage to you that if you've already done it,
you know what to do.
And over time, you learn this verbiage works,
this rubbish doesn't work.
So you amend it over time, I imagine that this is part of what people pay for you
as an expert.
As an expert.
And, you know, I don't know.
are we have we have a agency or part of an agency called administrative offices of the court
in north carolina and they write a whole lot of probate forms as like standard probate forms in order
for someone to work to minister administer an estate on their own if they want to
And but it's that's never been a document.
Yeah.
That they've created as a form process.
There's there may be,
they may feel like there's too many quirks or too many differences
between one situation in which you're asking for a court approval to sell or not.
But remember the the vast.
majority of our real estate after someone dies does not require court oversight for sale anyway.
At all.
Yeah.
That's a big difference.
It's a big difference.
And so if you have a smaller amount, at some point, of course, California is a huge state.
And so, you know, everything that's small becomes big at scale.
But as far as I know, anybody who's listening to this podcast, I believe California is the only state where realtors have.
pre-set forms for probate, conservationships, garnetships, and mostly it has that set form.
But I think what Andrew's laid out here is this is a great way to show your interest in new
business is called the attorney and say, hey, this is where it's probably headed in degree.
And if you do, what's your process?
You provide some verbiage for the contract.
And so that way it's not a surprise, but something you plan on ahead.
And also be a good dialogue starter to do some business with you.
It would be a good starter.
And it shows that the real estate, you know, agent is focused on helping troubleshoot and make sure that the sale goes smoothly instead of just, you know, trying to move on to the next, you know, the next client or the next contract.
And it really sort of makes you stand out as like doing your due diligence.
One of the, again, because I do business at scale, there's things that come up that are probably more rare for some practitioners.
But one thing is commonly is there's a property that's going to be transferred or being litigated, but there's no liquid assets.
And the inheritor, the beneficiary needs money for hiring attorney, paying for fees and so on.
And so I'm really involved in two different procedures.
One is advances to errors, which is expensive money, kind of like a factoring, where they're not going to see the money until the end of the probate, but they get a portion of it ahead of time.
Or loans to administrators, which are more like a business loan, expensive, but not, you know, like a factor.
Are you involved as your firm get involved with either of those services or do you help customers who come to do that money up front,
or do you need somebody to write a check and be able to finance the process?
So, you know, there's, there's, we don't, typically, we have not in the past utilize those services or offered sort of advanced loans or any of those things as part of a piece.
Typically, we're looking for folks, especially if we're dealing with an estate in which the only assets, real estate and we think we're going to have to get court approval on a sale.
We may ask for money up front in order to make sure that we're covered fee-wise in order to help someone walk through that.
Unfortunately, it can just be a time-consuming process, and we've at times been burned on trying to wait on that to happen.
For sure.
So you're in West North Carolina.
The only thing that I've heard of late of West North Carolina is the devastation from the hurricanes last year.
How has that happened in your area, particularly Asheville, and how has that affected your business?
So downtown Asheville was, you know, did fairly, you know, didn't have huge problems with Helene.
We, you know, all of our county suffered significant issue and damage to our water supply system, which,
meant that for downtown we had little water for weeks, about four weeks. And once the system was restored,
the water was brown and undrinkable for another three or four weeks. So we went from like
September 27th when Helene hit to right around Thanksgiving until our water system was in which you could actually drink the water.
And so that's been pretty devastating.
We've got a huge, you know, we're fairly large tourist town.
and so downtown restaurants, businesses, those sort of folks got hit pretty hard.
Some of the other things that hit us really pretty difficult was the fact that we are a tourist town
and the hurricane hit right at the top of our busy season, which is sort of a leaf season,
fall, leaves turning, and it becomes a beautiful hues of.
of orange and yellow and red all around us in the mountains.
But, you know, there are a lot of us that are kind of our blessings that we've come across
and fared fairly well because there are big swaths of our particularly sort of eastern side
of the county and areas around us that got hit really hard.
The mountains kind of that had always been our refuge served as sort of a funnel for all of the water.
We had about two days worth of rain before the hurricane hit.
And the mountains just funneled all of the water into the valleys where people lived.
And so those outlying areas just got flooded.
and the little creek in your backyard turned into a raging river.
And, you know, it hit those, but hit a lot of folks around us really hard.
Downtown didn't get the destruction damage, but it is still struggling.
We need people coming back and enjoy our area because our small businesses are still
tatering a little bit.
Well, one way
to solve that is to do business with
the law firm that specializes in estate
planning in Asheville.
Andrew, I really appreciate your time today.
I know a couple of things. I'm kind of coming up
on the time here. So,
and you're hourly rate. I can't keep extra.
I'm just saying. Oh, no. You're fine.
I do appreciate so much.
Our guest is Andrew
Affltonianianian attorney in Asheville, North Carolina,
which is western North Carolina.
And you can get his contact information
on the screen and we'll have it in our description notes as well.
And he's an attorney with McGuire Wood and Besat in Ashman, North Carolina, and they do business
and can help throughout that western North Carolina area.
Thank you so much for your time today.
I'm just really a pleasure meeting you and look forward to continuing to work with you.
Absolutely.
It was great to meet you too, Bill, and I love what you're doing and getting information out there.
Thanks, thanks so much.
And for the rest of you, this is probably weekly.
We get together every week and talk about.
probate information, how we can better serve our clients,
whether an attorney, realtor in the space or vendor.
And you can continue the conversation with a Facebook group,
probate weekly as well, go there with questions or to referrals.
You're looking for referrals, have referrals.
I love to have you do that, whether a realtor, state agent or attorney or vendor.
I'm Bill Gross at Bill Gross Probate on social media,
and contact information below.
Do you like this episode?
Let me know.
If you don't, let me know what you like to talk about,
what you should talk about.
If I can help anyway, please reach out.
and as always, make today your best day ever.
Thanks so much.
