Probate and Trust | San Jose Real Estate

We Can Absolutely Help Make This Tough Task Far Less Stressful!

Be aware 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.

Probate Real Estate Services

My team and I specialize in Probate Real Estate Sales and assisting the Executor and Heirs with preparing and selling the home. When you list your home with us, we take care of absolutely everything, so you don’t have to. It is a “done for you” experience which is second to none. Using our exclusive Concierge Real Estate Services, selling your inherited home has never been easier.

Here’s how it works: We bring in an entire team. Working with the best stagers, inspectors, contractors and landscapers. We determine and review what needs to be done. You’ll receive a detailed list of recommendations. You pick what you want to have done, and we make sure it happens.

Probate Services Offered

You’ll be assigned a Team Project Manager

Home Inspections

Landscape & Yard Clean-up

Professional Housekeeping

2 Months of free rental of on-site POD storage

Organize Moving & Packing Company

Donation and Haul Away Service
Estate Liquidation Sales

Repairs for Painting, Flooring & Plumbing

Staging by Interior Designer & Certified Stager

Social Media Marketing Campaign

Professional Photos, Virtual Staging, Video & Drone Flyover Video

Click here for virtual staging
Before & After Photo
Drone & Video

Communicate with you throughout the entire process.
Most Importantly - We Take Care Of Everything!

Additional Benefits

Real Estate & Asset Buyout Analysis

Comparative Market Reports
Asset Protection
Investment Planning
Retirement Income Planning
Tax Diversification Strategies
Estate Protection

Mortgage Services

Evaluation of Financing Buyout Options and Ability to Finance
Conventional Financing Options
HELOC Options
Reverse Mortgage

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.

Executor, Personal Representatives, or Trustees

Handling Inherited Property Is Always Challenging!

Whether you are a newly appointed executor or personal representative or an attorney that has been retained by the estate or appointed by the court, it’s an absolute certainty that there will be difficult moments ahead.

First, there are usually the obvious emotional aspects of the situation. Often, the person chosen as the executor or personal representative to deal with the deceased person’s probate issues is also someone who is still grieving over the loss of that loved one or friend. Then, that same person is faced with the added challenge of having to make many decisions in areas in which they have no previous experience.

These decisions must also be made with the added pressure of knowing that whatever the results of these decisions are, they will likely be very closely scrutinized and (all too frequently) second-guessed by family and/or friends. Couple this with the legitimate concern that everything must be handled “legally and properly” as well as all the horror stories about probates that have gone badly and the pressure and stress really begins to multiply.

Even if there is no real estate in the matters to be disposed of by the personal representative or executor, this is a big undertaking and when Real Estate is involved, the load is compounded.

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

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.

What's Your Home Worth

Understanding Probate Guide - FAQ

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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 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.

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Work With Us

At our company, we believe that buying and selling real estate is more than just a transaction - it's an investment in your future, and we are committed to helping you make the most of it. Our team of experienced professionals bring a wealth of knowledge and expertise to every deal we work on, drawing on years of experience in the industry to provide unparalleled service and support. Whether you are buying your first home, looking to upgrade to a larger property, or seeking to sell your current residence, we are here to help. We understand that every client is unique, and we take the time to get to know you, your preferences, and your goals in order to tailor our services to meet your individual needs. From listing your property to negotiating offers, we have the skills and resources to help you achieve your real estate objectives. Contact us today to learn more about how we can help you get the most out of your property purchase or sale.

Probate & Trust

We Can Absolutely Help Make This Tough Task Far Less Stressful!

Probate Real Estate Services

Probate Services Offered