Being an executor is
like having a second job.
Serving as a personal representative (executor) of an estate can be overwhelming, especially during emotionally charged times. Managing the complexities of collecting and distributing assets is often confusing and time-consuming, sometimes taking months or even years. While many choose an adult child or family member for this role, this may not always be the best choice (if it’s even one at all).
Regardless of your situation, please know that you have another option. Our team at Scout Advocacy can serve as your personal representative. Or, if you’ve already been named as a personal representative, we can step in and take over from here.
We handle every detail to make sure wishes are honored, whether they’re yours or a loved one’s.
Services can include:
probate administration
asset management & distribution
inventory appraisal
addressing legal issues
debt settlement and tax filing
communication with beneficiaries
What brings you here today?
No matter where you are in your journey, we’d be honored to help.
I am in need of a personal representative for myself.
If you don’t want to burden your family with the responsibility of managing your affairs, we’re here to ensure your wishes are carried out smoothly with care.
I have been named a personal representative.
Being named as a personal representative can be daunting. If you are looking for a trusted professional to take over this role, we are here to help.
I have a client who needs a personal representative.
When your clients need a personal representative, you can count on us to step in and handle their estate with equal parts professionalism and empathy.
Let’s make the hard things easier.
Here’s how we’ll start.
01
Schedule a consultation.
We begin with a straightforward consultation to understand your needs, whether you’re hiring a personal representative for yourself or have been named one. We’ll discuss the details, answer your questions, and outline how we can assist you.
02
Hand off the busy work.
If you choose to move forward, we will take over the responsibilities as soon as we’re needed, handling all paperwork, asset management, and family dynamics with care. You’ll receive regular updates, of course, ensuring the process is not only smooth but also transparent.
03
Move forward with assurance.
When everything is in order, we wrap up the estate with clear final steps and then provide a summary of the completed tasks to your family. Our work isn’t done until you and your loved ones are certain everything has been handled as it should have been.
We’d love to know you.
You might still be wondering…
How much do your personal representative services cost?
How can I trust that you'll do what my loved one or I would want?
We are proud of our 70 years of experience in this business and the hundreds of satisfied families we serve. We are committed to understanding your wishes when we are named as personal representative, and we will check in by phone or in person annually to see if any circumstances have changed.
How do you handle input from family members?
In the emotional time surrounding the death of a loved one, it’s not unusual to have some struggles with family members. One advantage to naming Scout as personal representative is that we are able to navigate these conflicts with empathy and neutrality.
What if this is a very complicated estate?
The more complicated the estate, the more you need a professional personal representative! We have a staff who has worked through nearly every scenario you can imagine, and that knowledge is invaluable when faced with complicated estates. We are often able to save money and time by checking assets and other details that might be overlooked.
Do you go as far as to clean out homes and properties?
We can! If an estate requires a property to be cleaned out prior to sale, we work with a network of businesses who can provide that service.
What if Scout Advocacy changes before I die?
It is important to us that Scout Advocacy outlives our three founding partners, and we are continuously raising up leaders within our business who will maintain the same dedication to our clients that we have.
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This invaluable tool will help you manage your finances and help others locate important information in the event of a crisis.