Trust / Probate Sales

Serving All of San Diego County

Whether the property is in a trust, or needs to go through probate, we have the expertise to help get it sold.

TRUST SALES

Choosing a realtor who understands the differences between a Living Trust and an Irrevocable Trust is imperative. Our job is to guide you through the trust sale while protecting your families wealth and equity in a property. We will work closely with the Successor Trustee, Beneficiaries, and your Attorney to insure a seamless transaction that benefits the Beneficiaries with the most profit the market will bear.

PROBATE SALES

Probate sales are more complex than trust sales since more legal action is required. Read below to learn about our probate sales process where we help you from start to finish.

Brian Lewis is the Official Contractor for Public Administrator County of San Diego.

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Plan of Action Strategy | Probate Sales Process

San Diego Probate Real Estate Sales Process

The process of selling real estate through probate or trust is a series of court-regulated steps that must be carefully monitored and managed. Deadlines are unforgiving, documentation is specialized, and the court’s oversight must be honored throughout the marketing, offers, negotiations and sale of the property.
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Gathering Legal Docs

We help manage the probate process from start to end. It begins with It begins with finding a realtor and legal representation you trust, then filing petition for probate. A thorough understanding of probate is a must. We will guide you through the process to help bring you peace of mind.

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Tax Savings + Appraisal

We will work with a Probate Referee to determine if the appraisal value is correct. This, along with a thorough knowledge of Prop 58 & Prop 193, helps ensure there is a correct step-up in cost basis for tax purposes. If limited authority was granted to the Executor, an accepted offer must be 90% or more of the Probate Referee’s appraised value.
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Prep + Market Property

After making recommendations for prepping the home for sale, we aggressively market the property in San Diego, as well as to national and international buyers across the globe. Backed by a proven process, Compass listings spend 19 fewer days on market than the industry average. A swifter sale means a more seamless seller experience and greater value for you.
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Escrow + Closing

Once the property has an accepted offer, a Notice of Proposed Action is mailed to all heirs, simply stating the terms of the proposed sale. The heirs have 15 days to review the notice and pose any objections. If there are no objections, the sale may proceed without a court hearing. We work closely with escrow and attorneys managing timelines to ensure a stress free, on time closing.