"As a planner, we typically come up with a strategy, and we use attorneys to actually draft the documents. In 2012, my wife's grandmother passed away, and I was nominated as the executor. And as anybody that's been in that role can attest, it's one of the worst things that can happen to you. When you are the administrator, trustee, you're never asked your opinion when the document is being drafted."
"Long story short, I had a really bad experience with the attorney, so I probated that estate on my own and managed the entire process without an attorney. I would say I was an expert in the field, so it was very easy for me to do. Along the way, I had people who were my clients and they would die."
Byron Batres founded Scrivnr to reduce foreclosures across forward and reverse mortgage spectrums and to produce better outcomes for borrowers and mortgage companies. Batres is a certified financial planner who provided estate planning for high-net-worth clients and later served as executor after his wife’s grandmother died in 2012. A difficult probate experience led him to probate an estate independently and help grieving families navigate post-death affairs. His prior company, EZ-Probate, helped over 5,000 families save more than $45 million in legal fees and was acquired by Trust & Will in 2022. He encountered foreclosures due to death and pursued emergency petition approaches to seek temporary relief.
Read at www.housingwire.com
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