When an estate includes real estate, I work with the personal representative, family, attorney, and financial adviser to build a practical sale plan.
That can include a property assessment, preparation options, vendor coordination, pricing, marketing, and regular transaction updates. Legal and tax decisions remain with the client’s advisers.
What we look at together
- An on-site property assessment
- Preparation options, from as-is to fully updated
- Coordination of clean-out, repair and other vendors
- Pricing based on condition and comparable sales
- A marketing plan suited to the property
- Regular updates for the personal representative, family and advisers