Category: News and Updates
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Why Late Spring Is One of the Best Times to Sell a Trust or Estate Property
If you’re considering selling a home held in a trust, timing can play a major role in your overall success. While properties sell year-round,…
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Preparing a Trust Property for Sale: Year-End Checklist for Trustees
As the year winds down, preparing a trust property for sale becomes a priority for many trustees. The rush of the fall real estate…
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California FAIR Plan Seeks a 35.8% Rate Hike – What It Means for Homeowners
Is Your Home Insurance at Risk? California FAIR Plan Proposes a 35.8% Rate Hike Homeowners’ insurance is supposed to be boring. You pay your…
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Trust Property Sales: How to Keep Beneficiaries on the Same Page
Keeping Beneficiaries Aligned During Fall Trust Property Sales As the fall real estate market gains momentum, many families are preparing to sell inherited homes…
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5 Proven Steps for Selling a Trust Home This Fall
Preparing a trust or estate home for the fall market in San Diego requires careful planning, smart updates, and the right timing. From decluttering…
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How to Sell a California Probate or Trust Home Online
Out-of-Area Trustee Guide to Remote Probate & Trust Sales Being named a trustee comes with a long list of responsibilities. When you live far…
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Fix It or Sell As-Is? How to Decide What’s Best for the Family Home
Before You List the Family Home, Weigh the Costs of Selling As-Is vs. Updating When families prepare to sell a home through probate or…
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What Trustees Should Know Before Selling a Home in a Trust
Selling a home held in a trust? Trustees have unique responsibilities, from understanding fiduciary duties to following proper legal steps. This visual breaks down…
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Listing Homes in a Trust: Why One Size Doesn’t Fit All
Listing Homes in a Trust: Why One Size Doesn’t Fit All When it comes to selling real estate held in a trust, there’s no…