HOW IT WORKS
A clear path from here to closing
Selling a home through probate or a trust involves more steps than a typical sale — but you shouldn't have to figure out what those steps are on your own. Here's exactly what working with us looks like, start to finish.
Before anything else, you need a clear, honest picture of where things stand — financially and in terms of timeline. This is where we start every relationship.
01 Valuation & Strategy
Home valuation & market analysis
A detailed report using current market data and comparable sales, so you know what the home is realistically worth before any decisions are made.
Timeline planning
Every trust and every probate case moves at its own pace. We map out what's ahead so there are no surprises along the way.
A plan built around your situation
Multiple heirs, out-of-state family, a house full of belongings — every family's circumstances are different, and so is the plan we build with you.
02 We coordinate everything
This is usually the part families dread most. Our job is to make sure you're not the one making a dozen phone calls to contractors and haul-away companies during an already hard time.
Property preparation & staging
We help highlight the home's best features, using existing furnishings or professional stagers where it makes sense.
Repairs, through our trusted contractors
From minor touch-ups to essential repairs, we coordinate a vetted network so nothing falls on you to manage.
Deep cleaning
Windows, carpets, cabinets, appliances — a professional clean that gives the home a well-maintained feel.
Haul-away services
A lifetime of belongings can accumulate in a home. We coordinate trusted haul-away services to clear it quickly.
Charity & estate sales
We connect you with trusted estate sale companies and charitable organizations — often with meaningful tax benefits.
Yard & pool upkeep
Trusted landscapers and pool professionals keep the exterior welcoming while the home is on the market.
Once the home is ready, we take a strategic and compassionate approach to getting it sold — managing every detail so the outcome reflects the true value of what's being sold.
03 Protecting your estate
Strategic marketing & listing
Professional photography, targeted marketing, and pricing strategy designed to maximize the estate's return.
Offers & negotiation
We review every offer with you and negotiate on your behalf, keeping the estate's interests front and center.
Coordinating with escrow — and probate court, when required
We keep escrow, all heirs, and (when applicable) the court process moving together, so nothing stalls the sale.
Final walkthrough & closing
We're with you through the last details, so closing day feels like relief, not one more thing to manage.
QUESTIONS FAMILIES ASK US
Common questions
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Not necessarily. Many families reach out to us first to understand what selling the home will look like, then bring in an estate attorney if the trust or probate side needs it. If you don't already have one, we're happy to point you toward a trusted local attorney — but our focus stays on guiding you through the sale itself.
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It depends on whether the property is held in a trust or is going through probate court, and on the specifics of your case. We'll walk you through a realistic timeline for your situation during your first conversation with us.
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This comes up often, and it's something we're experienced in navigating. We communicate clearly with everyone involved (early in the process) and help find a path forward that keeps the process moving.
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No. Part of our job in the valuation and strategy phase is helping you decide which repairs and updates are actually worth making — and which aren't.
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We offer flexible pricing based on project type and complexity. After an initial conversation, we’ll provide a transparent quote with no hidden costs.
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You have options — keep what matters to your family, donate to charity, have items hauled away, or sell through an estate sale. We help coordinate whichever path makes sense for you.
READY WHEN YOU ARE
Let's talk through your situation
Every family's circumstances are different. A short, confidential conversation is the best way to understand what your path forward looks like.