Compassion and Coordination throughout the Process
 
The process of selling real estate (real property) through probate or trust is a court-regulated series of steps that must be carefully monitored and managed. Deadlines are unforgiving, documentation is specialized, and the court’s oversight must be honored throughout the marketing, offers, negotiations and sale of the property.   

Executor or Administrator
In addition to the court personnel, a probate sale typically involves the Executor or Administrator of the estate, the attorney representing the estate, a real estate agent representing the seller (the estate), one or more buyers who make offers through the court, and the buyers' real estate agents. All parties must adhere to the court’s guidelines and deadlines.
Due to the involvement of the court, probate and trust sales have their own unique vocabulary and require various disclosure documents and contracts not used in standard real estate transactions.
If you are selling or buying property through a probate or trust sale, we are experienced in handling these types of transactions. We can guide you through the language, documentation, and steps involved to ensure the process runs smoothly.
"A Real Estate Planner is a licensed real estate agent who is certified and has the knowledge, training and experience to compassionately guide a real estate owner in ways to create generational wealth, minimize taxes and facilitate goals of the family."
Start a Real Estate Plan
As skilled Probate Specialists, we provide solutions to all of your questions, ensuring the best possible outcome for your family. We are with you every step of the way, guiding you through the sale of your loved one's property. This includes handling both minor and major aspects of probate property sales, such as helping you select and coordinate the right service providers—like professionals for personal property sorting, handyman tasks, estate liquidators, appraisers, and more—right through to the final closing of the sale.
If you have a home going through probate, let us help reduce your stress. It all starts with a simple strategy session focused on your family’s goals.
Collaboration with Financial Advisors, CPAs, and Trust Attorneys
We collaborate with your team of trusted advisors to ensure that the plan you choose aligns with all aspects of your financial and real estate goals. By working together, we provide a comprehensive solution that supports both your immediate needs and long-term objectives.

A Real Estate Plan begins with a simple Strategy Session to discuss your family's goals.

Would you like to take a Proactive Approach?