Trustees, executors, and family offices carry a duty of care that ordinary property owners don't. I provide the documentation, market analysis, and defensible process that fiduciary decision-making requires, whether for probate, trust administration, or family office portfolios.
Discuss a Trust or Estate PropertyA trustee or executor answers to beneficiaries, courts, or co-trustees for every material decision about estate or trust property. That means pricing, marketing, and disposition decisions need a paper trail, not just good instincts.
I document opinions of value, marketing activity, and offers received in a form that holds up to scrutiny, whether that scrutiny comes from a beneficiary who disagrees, a court overseeing probate, or a co-trustee who wasn't in the room for a decision.
That same rigor serves family offices managing property across multiple owners or generations, where the same standard of documented, arms-length process protects everyone involved.
A written valuation showing the comparables, the adjustments and the reasoning, in a form you can file and share with beneficiaries or counsel.
Listed across CoStar and LoopNet, Crexi, AIR CRE, RealNex and CRMLS, with platform activity reports showing views, inquiries, tours and offers by date.
Trusts and estates rarely should spend principal on improvements. I market and price in as-is condition, target the buyer pool that wants it, and handle disclosures properly.
Counsel, CPA, appraiser, property manager and the family. One point of contact keeping everyone on the same version of the facts.
Written activity updates showing what happened each period, with counts, comps and verbatim feedback. See a sample report.
Where the trust permits continued ownership, exchange planning, replacement property search and coordination with your qualified intermediary.
A written, documented estimate of value suitable for court or beneficiary review.
Records of outreach, showings, and offers received, dated and retained.
A recommended approach to sale or lease with the reasoning behind it in writing.
Regular written updates so every party with a stake in the property stays informed.
Trust or court documents, title, leases and any prior appraisals. Constraints first, because they decide what is actually possible.
Site visit, then a written opinion of value with comparables and stated methodology.
Sell, lease, hold or exchange, with the reasoning documented before anything goes to market.
Full platform exposure, direct outreach to the likely buyer pool, and periodic written activity reports.
Offer analysis, negotiation, escrow management, and a closing file that shows the process that produced the result.
No. I am a broker, not a licensed appraiser. What I provide is a broker's opinion of value that shows its comparables and reasoning. Where the situation calls for a formal appraisal, I will tell you so and coordinate with an appraiser.
I can give every party the same set of facts: what the property is worth, what it would rent for, what it costs to hold and what the market is likely to do with it. Most disagreements about strategy are really disagreements about assumptions. The decision stays yours.
Usually not. Most trusts and estates should not spend principal on improvements. I price and market as-is, aim at the buyer pool that wants that condition, and document why that was the right call.
Preparation and listing typically take two to three weeks depending on the file. After that, timing depends on the asset and the market. I will tell you what is realistic before you commit to a date with the court or the beneficiaries.
Yes. I take assignments across California, currently including Sacramento, Stockton and the East Bay, and coordinate out-of-state transactions through vetted local brokers when a trust holds property elsewhere.
Sale and lease assignments are commission based and paid at closing, so there is no cost to have the conversation or to get an initial read on value. Where a trust needs a standalone valuation with no listing attached, that is quoted separately.
The earlier a fiduciary advisor is involved, the more defensible the eventual decision. Reach out before you need answers, not after.
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