Real estate execution for probate professionals.
If you're a probate attorney, fiduciary, or administrator coordinating property sales, you already know most agents don't understand court-confirmed sales. They miss deadlines. They don't grasp overbid procedures. You end up having to manage them instead of the other way around.
I handle probate listings for professionals who need accuracy and compliance, not hand-holding. Court-confirmed sales. Conservatorships. Trust sales with oversight. I know the timelines, the documentation requirements, and how to work with counsel without stepping on toes.
You send the case. I handle the real estate. You get clean reporting and no surprises.
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Who We Work With
01
Probate & estate attorneys
02
Professional fiduciaries
03
Court-appointed administrators
04
Conservators and trust officers
The Launch
Marketing your home isn’t one-size-fits-all. Here's our step-by-step plan to create urgency and drive results.
1. Planning Phase
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Sign Listing Agreement
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Complete Disclosure Package
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Staging Consultation
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Discuss Necessary Repairs or Cosmetic Preparation
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Consider Pre-Inspections
2. Advisory Phase
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Finalize Pricing Strategy
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Finalize Marketing Plan
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Facilitate Property Improvements
3. Off-Market Preparation
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Design Marketing Collateral
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Staging Preparation
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Media Executions
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Broker Outreach
4. Listing Goes On The Market
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Property Syndication & Marketing
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Broker’s Tours & Open Houses
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Showings by Appointment
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Review Offers
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Negotiation
Our Probate Real Estate Process
A simple, structured approach to selling probate properties efficiently and smoothly.
01
Case Intake & Authority Verification
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Verify legal authority
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Review estate documentation
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Coordinate with counsel
02
Property Assessment & Pricing
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Inspect property
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Market analysis
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Court-compliant pricing strategy
03
Pre-Listing Preparation
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Disclosure compilation
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Property prep
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Marketing materials
04
Listing Launch & Marketing
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MLS listing
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Active marketing
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Showing management
05
Offer Review & Negotiation
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Offer analysis
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Presentation to fiduciary
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Contract execution
06
Court Confirmation Process
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Court filing
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Overbid management
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Hearing attendance
07
Escrow & Closing
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Escrow coordination
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Transaction management
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Final court approval
08
Post-Closing
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Distribution reporting
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Final documentation
Clear Communication. Reliable Reporting.
Professional communication standards designed to support oversight, reduce follow-up, and maintain confidence throughout the transaction.
Proactive status updates
Regular updates aligned with transaction milestones—without the need for follow-up.
Clear timelines and milestones
Defined sequencing and expectations from listing through closing.
Documentation ready for court or client review
Organized records prepared for filings, fiduciary reports, and beneficiary communication.
Direct coordination with counsel and fiduciaries
Communication routed through appropriate professional channels, with authority boundaries respected.
Immediate notification of issues or changes
Early escalation of material issues that may affect compliance, pricing, or timelines.
What You Don’t Have to Manage
Real estate execution structured to remove routine oversight, correction, and follow-up from your workload.
Explaining probate sale rules to an agent
Court procedures, confirmation requirements, and authority limits are already understood and followed.
Correcting pricing or disclosure errors
Valuation strategy and disclosures are prepared with court scrutiny and fiduciary reporting in mind.
Managing buyer confusion in court-confirmed sales
Buyers are pre-informed on overbid procedures, timelines, and contingencies to prevent disruption at confirmation.
Responding to avoidable heir or beneficiary questions
Communication is structured to reduce misunderstandings and unnecessary escalation.
Chasing deadlines, documents, or signatures
Timeline tracking and documentation control are managed proactively.
Professional Assurance
The objective is simple: fewer interventions, fewer corrections, and fewer issues requiring your time.
Discuss a Case
If you're managing a probate, conservatorship, or trust sale and need reliable real estate execution, let's talk through the specifics. I work with attorneys and fiduciaries who need court-compliant listings handled correctly the first time.
Prefer to connect directly?
Schedule a brief call to discuss process, timelines, or current referrals.