Probate Services

Scope of Work

1. Property Management & Occupant Solutions

• Coordinate and fund clean outs, repairs, maintenance, utilities, and Cash-for-Keys offers.

• Personally manage tenant issues, squatters, and eviction processes.

• Engage and coordinate with clean-up crews, cleaners, locksmiths, security installers, and other vendors.

• Secure vacant homes and coordinate with law enforcement when required.

We’re not just Realtors—we act as project managers, rehab coordinators, and eviction facilitators when the situation demands.

2. Rehab Strategy & Upfront Funding

• Help fiduciaries weigh As-Is sale vs. light rehab to maximize return.

• Recommend repairs that open the property to financed buyers, expanding the buyer pool beyond cash investors.

• Coordinate all rehab bids—fiduciary approves every cost.

• Front the costs of rehab when estates lack liquidity, reimbursed via escrow.

• No markup. No interest. No out-of-pocket fees.

This is a rare service—few agents offer it, and almost none offer it without added costs.

3. Legal Process Integration

• Guide administrators, executors, and heirs through probate complexities.

• Explain full vs. limited authority, fiduciary roles, bond requirements, and heir priority.

• File petitions, retrieve certified documents, and assist with court processes.

• Collaborate with attorneys who file probate cases with no upfront legal fees.

• Review trust and will documents to help determine if probate is required (we refer to legal counsel when necessary).

We serve as a real estate–legal liaison, helping families and fiduciaries stay informed without overstepping legal bounds.

4. Fiduciary & Attorney Collaboration

• Meet with clients in person on your behalf.

• Handle signatures, joint control, waivers, and communications with heirs.

• Personally manage sensitive logistics—tenant issues, out-of-area shipping, repairs, and more.

• Execute counteroffer strategies that filter unserious buyers and protect seller interests.

• Act as your on-call partner to reduce workload and compress timelines.

We lighten your load and protect your client’s interests throughout the transaction.

5. Full-Service Real Estate Representation

For Sellers: 

• Strategic pricing, prep guidance, and marketing campaigns to maximize value and exposure.

• Virtual tours, open houses, and buyer follow-up with a personal touch.

• Staging, repair coordination, and listing management from start to finish.

For Buyers: 

• First-look access to new listings and off-market opportunities.

• Personalized financing guidance and purchase strategy.

• Local knowledge, utility setup guidance, and move-in support.

Decades of combined experience, we deliver calm, competent, and consistent results.

Bottom Line:

We are the go-to operator for fiduciaries, attorneys, or the public who want: 

• One point of contact for full-spectrum execution

• Hands-on property and occupant solutions

• Rehab support without upfront costs

• Seamless coordination between legal, real estate, and practical steps

• A trusted partner who sees the whole picture and gets it done

Let’s Talk

We offer straight answers, full transparency, and dependable follow-through—every time.

Serving Orange County and Surrounding Southern California Markets