Service Description

Managing the sale or transfer of real estate on behalf of an estate or trust can be emotional, technical, and overwhelming. In this private session, we’ll walk you through what to expect and how to plan effectively — whether you're a trustee, conservator, or executor. From court timelines and legal nuances to property valuation and family communication, we’ll cover what needs to happen, when, and how — while avoiding costly missteps. We’ll help you protect yourself, the beneficiaries, and the value of the asset. This session is especially helpful if you’re preparing to list the property or trying to decide how best to handle real estate in a complex estate. We also cover working with attorneys, court orders, and realtors. You don’t have to figure it out alone — we’re here to guide you with experience, care, and clarity.