Providing Clear Financial Decisions During Divorce and Estate Settlement

When a marriage is ending, or a loved one has passed away, and their estate must be settled decisions about the family home and other owned real estate can feel overwhelming. At Whitehall Advisory, we provide independent, neutral analysis to help individuals, families, and fiduciaries make informed, confident decisions—without pressure, bias, or sales influence.

What We Do

Whitehall Advisory helps clients, attorneys, and mediators evaluate the financial implications of keeping, selling, refinancing, or transferring ownership of real and other property during divorce, separation, or probate/estate administration.

Our role is analysis and strategic guidance, not representation. We do not ā€œpushā€ any particular outcome. We provide clarity so you can move forward with confidence.

Neutral Expert Analysis You Won’t Find Elsewhere

Most professionals in divorce and probate real estate come from either a financial background or a real estate background—but rarely both. At Whitehall Advisory, we leverage more than 25 years of financial, real estate and tax strategy expertise, supported by specialized training in divorce-specific property analysis and valuation. This combination allows us to evaluate the marital home, and other owned property, with precision, neutrality, and real-world understanding of how property decisions affect long-term financial outcomes.

Our role is not to sell a home or promote a particular direction. We provide independent, fact-based analysis that helps individuals, attorneys, and mediators make informed decisions before committing to a path. The result is steadier negotiations, clearer expectations, and a more confident transition for all parties involved.

We do not provide brokerage services under this engagement. Instead, we offer neutral evaluation, scenario modeling, and financial clarity. If a sale becomes the chosen path, clients remain free to work with any licensed real estate professional.

Our purpose is simple: to create a foundation of shared facts and clear numbers that fosters practical, equitable decisions—whether in divorce or in the settlement of an estate.

Our Services

  • What We Do

    We answer the financial questions that matter most when a marriage is ending or an estate must be settled.

    What does the complete financial picture of this divorce actually look like — assets, debts, support, retirement, and taxes combined?

    What are the realistic options for the marital home or inherited property — keep it, sell it, refinance, or convert to rental?

    If the property is sold, what are the net proceeds after payoff, taxes, and sale costs?

    If one party keeps the property, is the mortgage affordable and sustainable on a single income?

    What is the true value of retirement accounts, Social Security benefits, and business interests — and how should they factor into the settlement?

    What does the post-divorce financial picture actually look like, month to month?

    For clients who want to model their own scenarios independently, DivorceIQ Personalā„¢ — our web-based financial planning tool — puts twelve calculators in your hands before you walk into any professional consultation. From asset division to spousal support to QDRO analysis, DivorceIQ Personalā„¢ gives you the financial clarity that used to require hiring an advisor first.

    For property-specific decisions, the Whitehall Property Analyzerā„¢ models five scenarios side by side — keep, sell, short-term rental, mid-term rental, and long-term rental — with full tax implications and five-year projections.

    We provide clear analysis of each applicable scenario, along with written summaries suitable for mediation, negotiation, settlement discussions, or estate administration files.

  • Who We Support

    We work with:

    Individuals and couples navigating divorce or separation

    Executors and personal representatives responsible for estate real estate

    Mediators and collaborative divorce professionals

    Family law and estate/probate attorneys

    Financial planners and accountants

    Our work is frequently used in:

    Mediation

    Settlement negotiations

    Collaborative divorce

    Attorney-guided negotiations

    Pre-listing financial decision-making

    Probate and estate administration involving real property

  • What Our Approach Delivers

    We reduce conflict and emotional strain by:

    Ensuring decisions are financially sound, not reactive

    Creating shared understanding and transparency

    Supporting attorneys, mediators and fiduciaries in reaching durable agreements

    Helping families transition from uncertainty to stability

    Advisory Services are provided on a flat fee basis, quoted in advance. No hourly billing. No surprises.

    While we do provide pre-listing and listing services via Whitehall Real Estate Group, a brand of Alison Hall, licensed REALTORĀ® with eXp Realty in the state of Georgia, there is no expectation of such engagement and any engagement of this kind would be made via a separate brokerage engagement through eXp Realty, in full compliance with Georgia licensing law.