We specialize in helping Successor Trustees, Executors and Personal Representatives market and sell properties with the best results possible, providing clear documentation every step of the way. We are proud to serve as trusted advisors to our clients!
Trustees have a fiduciary responsibility to the beneficiaries of the trust, and in many cases minimizing risk and liability is the priority. In these cases, an As-Is sale with little to no home preparation is the preferred route. We have an excellent track record of achieving great results and multiple offers in this situation, even if the home is in disrepair. Through our extensive network of investors and contractor-buyers we can facilitate showings and multiple offers for the seller to consider.
In some cases, families are eager to undergo a few pre-sale home preparations in order to maximize the profit for the estate. We are here to make sure these are done strategically, cost effectively, and with vetted and licensed professionals. You remain in control of who gets hired; we are just here to take all the administrative work off your plate.
Clear documentation of any home improvement costs, detailed seller disclosures, and thorough records of marketing efforts are very important aspects of liability management for a Trustee. We provide you with the records you need and help you every step of the way.
Our track record of achieving record sales prices, despite the condition of the home, gives our clients, whether they are Attorneys, Professional Trustees, or Successor Trustees, the confidence to hire us again and again.
Get assistance in determining current property value, crafting a competitive offer, writing and negotiating a contract, and much more. Contact her today to discuss all your real estate needs!
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135 W Napa Str., Suite 200
Sonoma, CA 95476
