Probate and Trust Sales
Real estate transactions often arise unexpectedly due to changing circumstances such as unforeseen losses in the family. In such challenging times, having an experienced real estate agent by your side becomes crucial to navigate through the complexities of the process.
My expertise as a Certified Probate and Trust Specialist extends beyond facilitating your real estate sale; I will serve as a valuable connection to reputable CPAs, financial planners, and legal advisors. This comprehensive support ensures that you receive the necessary assistance in all aspects of your transition.
I serve all of Sonoma and Marin County as well as the greater Bay Area.
Date of Death Appraisal
A date of death property appraisal is an essential step in managing the estate of a deceased person, particularly when real estate is involved. Whether you're an executor, administrator, or successor trustee, knowing about this type of appraisal can help you navigate the complexities of estate management.
Can you sell a house in a trust?
Selling a home can be a daunting task, especially when it is held within a trust. Trusts are legal entities designed to hold assets for the benefit of beneficiaries, and navigating the sale of a home within a trust requires careful planning and understanding of California's laws and regulations. Whether you're a trustee or a beneficiary, this guide will walk you through the process of selling a home in a trust in California.