Clear Steps During Difficult Times
Probate And Trust Guidance
Selling a home through probate or an estate can require careful coordination among executors, administrators, trustees, attorneys, family members, contractors, and other professionals.
I provide experienced real-estate guidance with property valuation, preparation, marketing, disclosures, negotiations, inspections, escrow, and closing
Protect More of the Estate with a 1% Full-Service Listing
Every dollar unnecessarily spent on the sale reduces what remains for the estate and its beneficiaries.
I provide complete professional listing representation for a 1% listing fee, subject to a $7,500 minimum. Buyer-agent compensation, if offered, is separate and negotiable
See What the Estate Could Save
Compare my 1% full-service listing fee with common traditional listing fees and see how much more of the sale proceeds could remain with the estate.
| Commission Fee | Ours | Traditional | ||
|---|---|---|---|---|
| Listing Rate | 1% | 2% | 2.5% | 3% |
| Sales Price enter sales price |
$
|
|||
| Seller Commission | $15,000 | $30,000 | $37,500 | $45,000 |
| Minimum | $7,500 | |||
| Savings | $15,000 | $22,500 | $30,000 | |
Savings reflect the difference between each traditional rate and our listing fee.
Practical Support for the Property and Sale
Probate and estate properties may need cleaning, repairs, maintenance, personal-property removal, inspections, contractor coordination, or an as-is sale.
I will evaluate the property, explain which preparation may improve the result, identify work that may not be worthwhile, and help coordinate the real-estate sale process.
I do not provide legal or tax advice. I work with the estate’s attorney, tax advisor, fiduciary, executor, administrator, or trustee as appropriate.
Selling an Inherited Home
Inheriting a home or estate can bring a mix of emotions and challenges. How do you decide the best path forward? What are your options when multiple family members are involved?
This comprehensive guide offers the answers you need. Learn how to make informed decisions, handle sensitive family dynamics, and maximize the value of the property you’ve inherited.
Discover expert advice that makes this process less overwhelming and more rewarding.
Experienced Representation Without Traditional Brokerage Overhead
I am an independent real-estate broker with more than 30 years of experience and a background as a real-estate appraiser. I have helped more than 3,000 families complete real-estate transactions.
My business does not carry the franchise fees, large office expenses, agent splits, and lead-purchasing costs built into many traditional brokerage models. That lower overhead allows me to provide complete professional representation while charging a 1% listing fee.
The Probate Process, Simplified
This is a checklist of the most common steps required when working through a probate case.
While you should always consult an attorney to verify California laws and local proceedings, this guide is an incredible resource to keep on hand.
As you can see, it can be quite complex. Many of these items are tasks that I can assist you with by taking them off your plate. I would be happy to do so!
In the meantime, download my checklist and keep up with your probate paperwork.
Trust & Probate Articles
From Clean Out To Closing
Unfortunately, many estate properties suffer from deferred maintenance, either because the late homeowner was ill or simply could not maintain it properly for other reasons. You can alleviate the anxiety of repairing and/or maintaining the probate property by leaving the details to my team of carefully vetted reliable home professionals to bring the home up to a marketable condition in order to be sold in a competitive market.
Let Me Guide You Through This Difficult Time.
Handling probate is never easy, and important decisions are part of the process. I’m here to make those choices clearer. With decades of experience, I’ll keep you informed about every real estate step, help you navigate difficult conversations with heirs, and connect you with trusted probate attorneys if needed. You don’t have to manage this alone — I’ll guide you through each stage and help you avoid the common pitfalls families face.
Here’s where I really shine. First, I will help you determine specifically what the most critical objective or objectives are regarding the real estate that’s involved in the probate.
If needed, I can provide immediate cash buyers from our list of qualified investors. Often, this is vital to allow a surviving spouse to move into a more suitable location, handle medical or other bills or simply get asset funds into the hands of the heirs quickly.
My local investors can often make offers within 48 hours on almost any property and can close really quickly. Sometimes, funds can even be advanced prior to closing.
Of course, timelines are frequently subject to the courts and filing timelines which are beyond our control, but our efforts minimize these delays whenever possible.
When maximum net revenue is the focus, I’ll make certain the property is not only listed properly but marketed aggressively and intelligently to assure maximum exposure.
I’ll make sure you know exactly what the property is worth if you are willing to wait for the right buyer and I’ll help you determine any possible repairs (if any) that might add more to the final selling price than their cost.
I’ll show how to the greatest bang for the buck. Be aware that all too often, ill-informed sellers spend far too much on repairs that do not even cover their cost in the final sale price. In probate holding costs are often higher that a regular sale. This is where our experience, preparation, and probate knowledge come into play.
I work especially well in these situations. Typically the attorney of record has one of two roles. They are either appointed to the task by the court or selected by the family or executor.
If you’ve been court-appointed, then your role is usually focused strictly on the legal issues regarding any transactions and dispersal of assets.
However, if you are retained by the family or the executor / personal representative, your role usually extends to include a more comprehensive advisory capacity as well.
In either case, I personally keep you informed about any aspect of the process in which we are involved – especially when it comes to fielding offers on the real estate.
In some cases, the family or executor / personal representative will want all aspects of the probate to be handled completely by the attorney. In these cases, we’ll work with you as “the client” regarding the real estate, just as we would with the executor / feduciary.
I have focused my efforts on working in this challenging area of Real Estate because I feel it allows me to perform a much-needed service to people in times of great stress. It also a specialty where I can differentiate my level of expertise from others who are not as focused in this niche.
I’ve taken the time to and made the investment to properly prepare to assist you. If you’d like some general information, please review my list of Frequently Asked Probate Questions. I’m ready to start working with you today and ease any unnecessary burdens quickly.
I’m ready to help you immediately!
