Estate and trust sales
Selling a family home after a death or during a trust administration requires care, patience and precise paperwork.
Overview
Trustees and executors carry legal duties, and families often carry grief and complicated feelings about a home. We work closely with attorneys and fiduciaries to handle the sale correctly, while treating the family with kindness.
We can coordinate estate sales, clean-outs, repairs and court confirmation requirements when a probate sale is involved, and keep every beneficiary informed with clear written updates.
What is included
- Coordination with attorneys, trustees and CPAs
- Date-of-death and current market valuations
- Estate sale, clean-out and storage coordination
- Repairs and preparation managed on your behalf
- Probate and court confirmation guidance
- Written updates for all beneficiaries
How it works
Initial meeting
We meet the trustee or executor, and the family if desired, to understand the situation.
Valuation
A written valuation suitable for fiduciary records.
Preparation
Belongings, repairs and presentation handled with minimal burden on the family.
Sale and closing
Marketing, negotiation and closing, with documentation for the file.
Why clients choose this service
Fiduciary-ready records
Documentation that supports your duties as trustee or executor.
Less burden
We handle the logistics so the family can focus on each other.
Fair value
Proper exposure to the market protects every beneficiary.
Discretion
Private handling of sensitive family matters.
Fees, terms and timing
Everything is agreed in writing before work begins. No surprises at closing.
- Court confirmation
- Some probate sales require court approval, which adds four to eight weeks.
- Property condition
- Many trust sales are sold as-is. We advise on which small improvements are worth making.
- Beneficiary alignment
- We help keep all parties informed, which reduces delays.
Frequently asked
All questionsYes. We prepare a broker opinion of value for the date of death, and can refer you to a certified appraiser if your attorney requires one.
Not always. We will advise whether to sell furnished, partly staged or empty, and coordinate estate sale companies if needed.
Typically three to six months from listing, depending on whether court confirmation is required.
Related services
- New construction and landGuidance on buildable lots, permits and building teams for clients creating a home from the ground up.
- Seller representationA pricing strategy grounded in data, preparation that pays for itself, and a launch that reaches the right buyers worldwide.
- Buyer representationExclusive representation that finds the right home, including ones that never reach the market, and negotiates it well.