Real estate services built for estates and fiduciaries
Every estate is different. We tailor our approach to the legal role you hold, the condition of the property, and the needs of the family.
Selling a home through probate
When a property passes through probate, the sale must follow specific court procedures, timelines, and documentation. As the executor or administrator, you're responsible for getting it right, and we make sure you do.
- Date-of-death valuations and broker price opinions
- Coordination with your probate attorney on notices and filings
- Experience with court confirmation and overbid procedures
- Securing, maintaining, and insuring a vacant property
- Personal property clean-out, estate sale, and donation coordination
- Marketing and negotiation to maximize value for the estate
Managing or selling trust-owned property
Successor trustees have a fiduciary duty to beneficiaries. Trust sales usually avoid probate court, but they still demand careful valuation, clear documentation, and fair treatment of every beneficiary.
- Step-up-in-basis valuations to support tax reporting
- Options analysis: sell, rent, or distribute in kind
- Transparent updates beneficiaries can trust
- Preparation, repairs, and staging management
- Documentation ready for your trust attorney and CPA
- Help with buyouts when one beneficiary wants to keep the home
Selling a home on behalf of a loved one
When a parent or family member moves to assisted living, memory care, or needs funds for their care, an agent under power of attorney may need to sell their home. We handle these transitions with dignity and care.
- Review with your attorney to confirm the POA authorizes a real estate sale
- Coordinated timing with the move to senior living or care
- Downsizing, moving, and senior-transition resources
- Sensitive handling of lifelong belongings and memories
- Sale proceeds documented for the principal's benefit
- Patient communication with the whole family
A reliable real estate partner for your clients
Estate planning and probate attorneys, CPAs, fiduciaries, and financial advisors trust us to handle the property side of their clients' matters professionally and on schedule.
- Prompt valuations and property condition reports
- Court-ready documentation and timely status updates
- Vetted vendors for clean-out, repairs, and maintenance
- Discreet, professional communication with families
Not sure which situation fits yours?
That's okay. Call us and we'll help you sort out the next step, at no cost.
Book a Free 15-Minute Call