Probate and Estate

We simplify the

probate process

As a real estate company specializing in probate and inheritance property sales, it has been with great humility that we have become acquainted with the difficult circumstances surrounding the loss of a loved one.

We know first-hand that it is never easy losing someone we hold dear, and we extend our deepest sympathies during this trying time. Settling a loved one’s estate can be among life’s more difficult responsibilities, but please understand that you are not alone.

Probates can be a complicated legal matter, and it makes sense to hire a real estate agent who understands the intricacies of the process. As a Certified Probate Real Estate Specialist, we are trained and well versed in probate and inherited property sales.

By working together, we can help you navigate through the probate process and sell the probate property for top dollar to qualified buyers, allowing you and your family to move on and build better memories.

Book a free consultation to determine what options would be best for your situation.

Many estates suffer from deferred maintenance. We can offer property management, alleviating the stress of up-keeping your loved one's home.

Legal issues and negotiating with heirs are tall orders. This process is stressful enough. Yet home clean-up and preparation adds a new dimension of complexity and stress. Even further complications can arise, including eviction and squatter removal.

Take a deep breath and rest assured I can handle these thorny details for you.

I come equipped with professionals who are more than ready to help. Reliable experts, familiar with every aspect of the sales process, take the guesswork and anxiety out of the equation by making your probate property presentable and ready to sell. Help like this makes all the difference. Many people find that settling their loved one's estate is among life's most difficult challenges. If you decide to sell the property, it makes sense to work with a REALTOR® who thoroughly understands the closely regulated probate process. We are sensitive to the need for confidentiality, clear thinking, timely explanations, aggressive marketing, astute negotiations, and, in many cases, quick sales. Contact us for peace of mind.

Glossary Of Probate Terms

Beneficiary: A person who inherits when there is a will.

Conservator: A person who has the court-appointed fiduciary responsibility for the care of another adult.

Conservatee: The person whose care is provided for under a conservatorship.

Conservatorship: A court proceeding wherein a judge appoints a responsible person (conservator) to care for another person (conservatee) who cannot care for him/her self or his/her finances.

Custodian of the Will: The person in possession of the will when the person who wrote the will dies.

Decedent: The person who died.

Executor: A person named in a will and appointed by the Court to carry out the decedent’s wishes. This person is usually named as the seller of the real property.

Heir: A person who inherits. 

Intestate: When someone dies without leaving a will. When there is no will, the sale of the decedent’s real property often requires court confirmation.

Intestate succession: The order of who inherits the property when the decedent does not have a will.

Legatees, or Devisees: People who are named in a will.

Personal Representative (Administrator or Executor): The person responsible for overseeing the distribution of the estate.

Probate: The process of deciding where, how and to whom to distribute the decedent’s estate, such as the real property.

Probate real estate sale: The transfer of legal title (ownership) of real property from the estate of the person who has died to his or her beneficiaries or to a buyer under the supervision of the Court.

Probate referee: Before real property can be sold through probate, it must be appraised. This is done by a probate referee. In California, probate referees are appointed by the State Controller and assigned to a particular case by the court clerk. They are paid for this service directly by the estate, usually a percentage of the appraised value.

Real Property: The term used to refer to real estate (land and buildings) in probate and trust sales.

Testate: When someone dies leaving a will.

Trust: When a person (trustee) holds property at another person’s (Settlor’s) requests for the benefit of someone else (Beneficiary).

Will: A legal document that lists a person’s wishes about what will happen to his/her personal and real property after death.

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