SAN DIEGO COUNTY · SOUTHWEST RIVERSIDE COUNTY · TRUST, PROBATE & ESTATE SALES
Selling a Trust or Probate Home Requires More Than a Realtor.
Settling a trust or handling probate is difficult enough. Selling the home shouldn't add to the burden. Legacy Trusts & Probate guides trustees, executors, and families through every step with clear communication, thoughtful strategy, and decades of combined experience.
Trusted by attorneys, trustees, executors, and families.
Guidance Before the Big Decisions
Whether you're a trustee, executor, or family member navigating the sale of a loved one's property, our team walks beside you — handling the details with care so you can focus on what matters. We've built our reputation on expert guidance and heartfelt support during one of life's most difficult transitions.
COMMON SITUATIONS
Sound Familiar?
However you arrived here, chances are we've already guided a family through something close to it.
01
You're the successor trustee and don't know where to begin.
04
The house is full of belongings.
02
Multiple siblings inherited the home.
05
You're managing the estate from another state.
03
The property needs repairs.
06
You're unsure whether probate is required.
WHO YOU’LL WORK WITH
Three Specialists. One Coordinated Strategy.
Every trust and probate sale is different. Some require careful pricing, while others require extensive preparation, coordination with attorneys, or navigating multiple decision-makers.
By working as a team, each client benefits from specialized expertise while having one clear point of contact from beginning to end.
Jessica Adams
San Diego Realtor ® · DRE #01986731
Jennifer Burroughs
San Diego Realtor ® · DRE #01400503
Susi Vickery
San Diego & Southwest Riverside Realtor® · DRE #0171051150+
YEARS COMBINED EXPERIENCE
$300M +
TEAM SALES VOLUME
300 +
TRANSACTIONS CLOSED
HOW WE HELP
A guided path, not a checklist
01
Valuation & strategy
We start with a clear picture of the home's value and a plan that accounts for probate or trust timelines, so you know what to expect before a single decision is made.
02
We coordinate everything
Repairs, cleanout, staging, cleaning, landscaping — one coordinated team of trusted vendors, so you're not making a dozen phone calls during a hard time.
03
Protecting your estate
A strategic, compassionate approach to listing and negotiating — protecting the estate's value while keeping every party informed at every step.
PLANNING AHEAD
Why Trust & Probate Sales Are Different
A trust can help your estate avoid probate by allowing property to transfer more efficiently, privately, and according to your wishes. While every family's situation is different, both trust and probate sales involve responsibilities that go far beyond a typical real estate transaction.
You're often balancing legal timelines, family dynamics, financial responsibilities, and emotional decisions—all while trying to protect the value of the estate. Questions about repairs, pricing, timelines, and multiple decision-makers can quickly become overwhelming.
That's why trust and probate sales require more than marketing. They require thoughtful guidance, sound judgment, and a team that understands how to navigate the process with clarity and care.
If you're just getting started, we're happy to connect you with a trusted local estate planning attorney. Our role is to guide you through the sale of the home, coordinate the many moving pieces, and help you make confident decisions every step of the way.
CLIENT TESTIMONIALS
What it’s like to work with us
“Going into probate court was intimidating, but Susi was well prepared. She took care of our needs carefully and professionally. Our family will always be grateful.”
- LIZ M. “Susi, Jessica and Jennifer are the utmost professionals. Guiding their clients through difficult transactions and always serving at the highest level. Their knowledge and expertise shine through in every transaction.”
- ALIX K.. TITLE REPRESENTATIVE"The sale was complicated — multiple parties, trusts, private sales. Jennifer handled everyone involved with knowledge, professionalism, and grace."
- MICHELLE B.LET’S TALK
Confidential guidance, whenever you’re ready
If you're facing the responsibility of selling an inherited home, trust, or probate property, we're here. One conversation can bring clarity to a process that feels overwhelming.