A clear selling plan
for a house held in a trust.

What to gather before we meet

• Documents your attorney and title company identify as evidence of current authority.
• Who occupies the property and how access can be arranged.
• Available invoices, permits, prior inspections, and association documents.
• Any known repair issues and existing estimates.
• A written cash offer, if one has already been received.
• Timing, preparation budget, and who should receive the written plan.

Preparation should have a clear purpose

Review the current-condition price range before committing to improvements. The question is what the work changes for the sale and whether the expected benefit justifies its cost and delay. The answer may be a limited preparation plan or a thoughtfully presented as-is listing.

Plan for the information you do not have

Incomplete property history can create questions during a buyer’s investigation. Identify missing records early and arrange appropriate professional input where useful. Avoid guessing about permits, system age, or work completed by someone else.

Coordinate access and the sale calendar

Vacancy, family occupancy, and tenancy create different practical needs for cleanout, photography, and showings. I help organize that sequence around the authorized seller’s instructions and the advice of the relevant professionals.

What your review covers

You receive a pricing discussion grounded in relevant comparisons, preparation options, likely buyer questions, and the next steps toward listing. If you have a written offer, we can compare its estimated proceeds and terms with a listing scenario.

Legal authority, fiduciary duties, and tax treatment remain with the appropriate advisors. If the property is part of a probate proceeding, the probate sale guide explains how we coordinate the real estate work with that process.

If you are an attorney, fiduciary, or CPA referring a property, start with the estate-professionals page.