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Probate and Trust

Welcome

Dealing with the loss of a loved one is tough enough without having to endure the process of settling the estate. Make this challenging time less painful by working with us. Together, we can make the probate process as easy and simple as possible.

We are certified probate & trust specialists

Let Us Guide You Through This Difficult Time.

Be advised that no one should ever tell you that being an executor or  personal representative can truly be stress-free because decisions will  indeed have to be made. As an experienced Real Estate Professional, we  will make sure that you are always well-informed in regard to these  decisions – especially as they pertain to real estate. We will also help  you with some of the difficult conversations you may have to have with  family members and other heirs. If you haven’t yet secured the services  of a competent probate attorney, we can help you choose one whose good  work we know and are comfortable recommending.

We’ll help you at every step along the way and do everything possible  to steer you clear of the minefields. Of course, you’ll still have to  make some interesting choices, but having us as an advisor by your side  makes the task significantly less lonely.

Do you need to dispose of the property as quickly as possible?

Here’s where we really shine. First, we will help you determine  specifically what the most critical objective or objectives are  regarding the real estate that’s involved in the probate.

If so, we 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. Our  investors can often make offers within 24 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.

Do you need to maximize the selling price to provide the greatest cash benefit to the heirs?

When maximum revenue is the focus, we’ll make certain the property is  not only listed properly but marketed aggressively and intelligently to  assure maximum exposure. We’ll make sure you know exactly what the  property is worth if you are willing to wait for the right buyer and  we’ll help you determine any possible repairs (if any) that might add  more to the final selling price than their cost – in other words, 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. This is where our experience, preparation, and  savvy marketing skills come into play.

What If You Are The Attorney?

We 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 / personal advisor. 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 advisory  capacity as well. In either case, we will at all times keep you  well-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 advisor 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 / personal advisor.

We have focused our efforts on working in this unique area of Real  Estate because we feel it allows us to not only perform a much-needed  service to people in times of great stress but also because it is a  place where we can differentiate our level of expertise from others who  are not as focused in this niche. We’ve taken the time to and made the  investment to properly prepare to assist you. We are ready to start working with you today and ease any unnecessary burdens quickly. We’re ready to help you immediately!

Work With Us

Don’t Take On Probate Alone

The process of selling your  loved one’s home is likely going to be emotionally challenging, from the  sorting of the personal belongings to the finalization of the sale at  the closing table. By surrounding yourself with professionals who are  empathetic and helpful, this process can be easier. Other than an  attorney, your greatest resources are real estate professionals who  understand the intricacies of probate property sales.

Everyone  needs time to deal with the passing of a loved one. When it’s time to  liquidate the real estate in the estate, you need to take the  appropriate steps to learn the market, educate yourself and find an  empathetic REALTOR® who can save you time, money and headaches during  the transaction. My team is ready to help in every phase of the  transaction and get the terms you and your family want and need.

     

  •  IN DEPTH - Property evaluation and marketing strategy 
  •  IMPLEMENTATION -  Staging, marketing campaign, negotiation 
  •  EXPERTISE - Probate paperwork, deadlines, procedures 
  • DILIGENCE -  Determining the market value of the estate home 
  • COMMUNICATION -  Between legal teams, buyers, multiple beneficiaries 
  • MAXIMUM -  Exposure to brokers, agents and qualified buyers 
  • ASSISTANCE -  From start to finish, A-Z, listing to closing 
  • GUIDANCE -  Navigating the complexities of the probate process 

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.

We Can Also Facilitate The Sale Of Personal Possessions

Over the course of a lifetime, people accumulate a wide variety of  possessions, objects, and belongings that reflect their lives.   Disposing of these possessions in a dignified, yet efficient, manner is  often an obstacle in bringing the estate to a final settlement. If  that’s the case, our team can help coordinate a successful estate sale  or refer you to reliable appraisers and other professionals who will  sell the belongings for top dollar.

You should also be aware that the estate can realize significant tax  advantages by donating any unclaimed assets and possessions to charity,  and we maintain strong personal relationships with numerous charities  that would welcome these donations with open arms.

Inheritance Money Tied Up In Probate?

You get your money Fast! As quickly as SAME DAY! You get your money Risk Free! No credit checks. You get your money without interest fees – unlike a loan! 

Cash Advance

The Probate Process

Our probate timeline gives you an overview of the probate process.

Timeline

FAQ

Our FAQ page provides general and helpful information on probate.

FAQ

Need to Speak with Someone?

Contact us if you have more questions or need our help now. Rest assured that your information is secure with us. There is no obligation to use our services.

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Keller Williams del mar/Carmel valley

12750 High Bluff Dr, #300, San Diego, CA 92130

(858) 442-0983

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