Probate & Trust Home Sales

When a parent’s house becomes your responsibility.

Maybe you’ve been named executor, or you’re the successor trustee on your mom’s or dad’s trust. Maybe you live three states away and you’re trying to figure out what happens to the house while you grieve and hold down a job. You don’t have to work it all out alone.

I handle the real estate side of probate and trust sales in Fair Oaks and the greater Sacramento region, working alongside your estate attorney, CPA, and financial advisor.

Talk through your situation For attorneys & advisors

Who I help

Most of the people who call me are handling a house they never planned to be responsible for.

Executors and administrators

Selling a home through probate, with or without full authority.

Successor trustees

Selling a home held in a living trust, on behalf of the beneficiaries.

Families and beneficiaries

Who want to understand their options before anyone decides anything.

Out-of-area families

Who need someone they can trust on the ground here in Sacramento.

My role

What I do, and what I don’t.

I’m a REALTOR®, not an attorney, CPA, or financial advisor. My job is the house.

I handle
  • A walk-through of the property, with an honest read on what it needs and what it doesn’t
  • A market analysis and pricing strategy
  • Introductions to trusted local pros for cleanouts, estate sales, repairs, and securing the home
  • Showings, offers, and escrow, following the steps your attorney has laid out
  • Regular updates, especially when you’re managing from out of town
I don’t give
Legal advice
Tax advice
Financial advice

When your situation calls for one of those answers, I’ll tell you so, and introduce you to a professional I know and trust.

How it works

Probate and trust sales follow different paths.

Through the court

Probate sales

Depending on the authority the court grants the executor or administrator, the sale may need court confirmation, which can include an overbid process in the courtroom. That adds time and specific steps, and I know how to plan for them.

Usually outside the court

Trust sales

The successor trustee can usually sell the home directly, which is often faster. There are still documents, notices, and responsibilities to the beneficiaries to get right.

Your attorney guides the legal process. I make sure the real estate side fits into it cleanly.

Why families work with me

Trained for this, and rooted here.

Certified in probate and trust real estate

Certified through the California Association of REALTORS® in a course taught by California probate attorney Paul Horn.

Seniors Real Estate Specialist (SRES®)

Additional training in the transitions that often come with an estate sale.

About 36 years in Fair Oaks

Deep local connections to the people who get things done, raised in a real estate family, with experience across mortgage, title, and real estate.

A small practice, on purpose

I take about a dozen clients a year, so each family works with me directly, start to finish.

For attorneys, CPAs & financial advisors

A real estate partner who stays in her lane.

If you have a client who needs to sell real property in probate or trust in the Sacramento region, I’d be glad to partner with you on the real estate side. I respect your role, keep you informed, and follow the process you’ve set. Your client stays your client.

How I partner with professionals
About my referrals

No fees for my introductions.

When I introduce you to an estate attorney, CPA, or financial advisor, it’s because I know them personally and trust their work. I don’t receive any referral fees or compensation for these introductions. We refer business back and forth because we serve clients well together.

Talk through your situation

Every estate is different. Let’s talk about yours.

Pick a time that works for you and we’ll talk it through, by phone or video. Tell me what you’re dealing with, and I’ll help you figure out the next step, even if that step is talking to your attorney or CPA first.

Schedule a conversation

Choose a day and time on my calendar. You’ll get a confirmation with everything you need.

Book a time to talk
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