At one point when I explained to the sales guy the type of interoperability I needed between a CRM and a texting and RVM platform, he admitted that LM wasn't really the solution I was looking for. 

By the way, these are the choices I have:(OAPR) PROBATE/GUARDIANSHIP ORDER APPOINTING PR/GDN(OAW) PROBATE ORDER ADMITTING WILL(ODPR) PROBATE/GUARDIANSHIP ORDER DISCH PR/GDN(PBO) PROBATE/GUARDIANSHIP MISC ORDER(PTPR) PROBATE/GUARDIANSHIP PETITION DISCH PR/GDNThese are some "trust" categories:(TRNOT) NOTICE OF APPLICATION(TR) TRUST

Perhaps the plaintiff stated how they (allegedly) served you/your attorney with the change of address form.

I am admittedly struggling with this too - I think I need to go on one trip to simply scope out, even to see what I consider A/B/C!

They admitted it, but that didn't solve my problem. 

(Agreement with your client that grants you the authority to collect on this alleged debt.)

I must admit I did second guess myself for a moment there, but I have gone over every possible financing scenario that I could think of (that I know of) and this is the best one for me now. 

I admittedly don't know what is best.

You'll have to admit no it wasn't, and there goes your value.

He was never even a good salesperson (pushy sales tactics are often taught by gurus but simply don't work for most personalities, Jordan Belfort of all people called him out on this during an interview that was very revealing), and his real estate syndication funds are now rumored to be total scams (he allegedly buys the properties separately beforehand then marks them up millions before selling them to his fund using his investor's money, like a wholesaler basically but taking $50M fees from investors without disclosing it.