Trust us with your sale.
We are Certified
Probate & Trust Specialists
As Certified Probate Realtors, we are a specialized type of real estate professional, trained and knowledgeable in the legal processes involved in handling the sale of real estate in probate cases.
Our clients find us to be an invaluable resource when it comes to selling a property that is part of an estate in probate. We provide expertise, guidance, and the support you need to navigate the complexities of the probate process and ensure a successful sale.
We offer Compass Concierge, an interest-free loan program to conduct inspections, repairs and improve the property, to ensure the home sells quickly and for the highest selling price. This program is particularly useful for the beneficiaries who may not be in a position or choose to front the cost that will maximize the proceeds for the sale. With this program, the costs will be reimbursed from the proceeds of the sale at the close of escrow.
As Certified Probate Realtors, here are some of the ways we will assist you with your real estate needs:
Understand Probate Laws: We have a deep understanding of probate laws and regulations in California, which can help you navigate the complex legal process of selling a property that is part of an estate in probate.
Property Appraisal: We help you determine the value of the property, based on various factors like the condition of the property, the local real estate market, and the location of the property. This information will help us determine an accurate listing price for the property.
Maximize the Proceeds of the Sale: We offer an interest-free loan program called Compass Concierge. We work directly with our service providers needed for the property, such as contractors, handymen, estate liquidators, stagers and professional clearing and cleaning services, to prepare the property for sale. Prior to the sale, we manage the property clearing, inspections, repairs and improvements. Payment is reimbursed upon the sale of the property, so there is no money out of pocket for the beneficiaries.
Market the Property: We market the property effectively with a comprehensive plan, using a combination of traditional print and digital marketing methods to reach potential buyers. We showcase the property in a way that highlights its unique features and appeal.
Negotiate the Sale: We negotiate the terms of the sale with potential buyers, ensuring that you get the best possible price and terms for the property. We will review offer terms and advise you on the best course of action.
Manage the Transaction: We will handle the administrative tasks involved in the sale of a property, including coordinating with attorneys, title companies, and other professionals involved in the transaction. We will ensure that all necessary documentation is completed and submitted on time.
682 Glenside Drive, Lafayette
“Christine and Amy were a delight and made the process of selling the home easy. They know the local market and offer great advice.”
“We were grateful for their knowledge and direction and would recommend them to anyone who needs to sell their home.”
-Administrator, 682 Glenside Drive
Case Study:
682 Glenside Drive, Lafayette
Listed: $795,000
Sold: $1,075,000
Pending in six days
As Certified Probate Real Estate Agents, we were contacted by the Family Administrator, whose estranged cousin had passed away unexpectedly, without a next of kin or will. We were introduced to the Probate Attorney and contacted a Title Company to confirm ownership and ensure property salability. Once we had the needed information, we drafted a Probate Listing Agreement for the Administrator to sign which allowed us to proceed with listing the property for sale.
Once the agreement was signed, we created a project management plan which included preparing the home for sale, bids for work needed, a comprehensive marketing plan and pricing strategy. The project plan was presented to the Administrator for review and an opportunity to have questions answered. Due to our years of experience and vetted service providers, we were able to assist the family with efficient and on-budget clearing of the home, scheduling the inspections, and determining repairs were needed or included as disclosure items. The cost of the inspections, repairs and clearing of the home were covered by the Compass Concierge program. This program offers sellers an interest-free loan for pre-market costs and is paid back at the close of escrow, so that the monies do not need to come out of the estate or have beneficiaries front the money.
A detailed robust marketing plan was implemented with print advertising in the local community paper, postcard mailings, email blasts, social media campaign, Multiple Listing Service, syndicated real estate websites and agent network communications. A pricing strategy was developed to create the most interest and lead to multiple offers. As part of the selling process we prepared a disclosure packet with state required documentation and reports for interested parties.
We distributed approximately 60 disclosure packets. After launching the marketing plan and the property on the Multiple Listing Service, within six days we received 7 offers for the Administrator to review! With our professional guidance, we advised the client on the strongest offer based on price and terms and an offer was selected. Escrow was opened, a Notice of Performed Action was mailed to the beneficiaries and we assisted the Administrator and the Estate Attorney with the necessary documents to complete the sale and close escrow.
The Administrator and Beneficiaries were appreciative of our service and thrilled with the results.
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