This service is designed for trustees, court-appointed executors, professional fiduciaries, and legal professionals administering residential real estate as part of a probate or trust matter in El Dorado County, California.
The focus is not speed or volume.
The focus is accuracy, documentation, and risk mitigation throughout the real estate portion of the administration process.
Residential real estate often represents the largest asset in a probate or trust estate. When not handled correctly, it can introduce unnecessary delays, pricing disputes, compliance issues, and post-closing exposure.
My role is to manage the real estate process in a manner that aligns with court requirements and fiduciary obligations. This includes defensible pricing, thorough disclosures, clear timelines, and consistent communication that supports the broader legal process.
The objective is simple.
Real estate should never become the problem.
In probate and trust administration, real estate issues most often arise from:
Inaccurate or unsupported pricing
Incomplete or inconsistent disclosures
Unclear possession or occupancy status
Misalignment between legal timelines and marketing activity
Poor communication between parties
Agents unfamiliar with court or fiduciary standards
These issues can delay closing, increase liability, and create unnecessary stress for fiduciaries and beneficiaries alike.
My involvement is structured to support trustees, executors, and attorneys by providing:
Pricing defensibility
Market-supported valuation appropriate for court review or fiduciary oversight.
Disclosure accuracy
A disciplined approach to required disclosures to reduce post-sale risk.
Timeline coordination
Alignment with probate or trust administration milestones.
Neutral communication
Clear, factual updates without emotional or speculative language.
Process control
Showings and access managed through established systems and team support to reduce disruption.
Each step is handled with the understanding that fiduciaries are accountable for outcomes, not just transactions.
Licensed California real estate professional with 16 years of experience
SRES – Senior Real Estate Specialist
Probate and Trust Certified
Focused practice in El Dorado County, with additional service in surrounding counties as appropriate
This specialization allows for a consistent, predictable approach when residential real estate is involved in fiduciary matters.
I am most often engaged:
At the direction of a trustee or executor
In coordination with legal counsel
Once authority to sell has been established or anticipated
Communication is structured to respect legal oversight, with regular status updates provided as needed. Property access and showings are handled by trained team members under my direction, allowing fiduciaries to remain focused on administration responsibilities.
Attorneys, fiduciaries, trustees, and executors may contact me directly to discuss process alignment or specific residential real estate considerations related to probate or trust administration in El Dorado County.
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