Trust and probate real estate

Protecting families’ and professional fiduciaries’ equity

Thoughtful guidance for selling properties in estates, trusts, and conservatorships

Jennifer helps families, professional fiduciaries, and attorneys sell residential and commercial fiduciary real estate. With more than 23 years of experience, she brings a compassionate approach to the preparation, decisions, and complexities involved in these transactions.

Jennifer provides property marketing while maintaining a process centered on fiduciary responsibility, compliance, and intentional decision-making.

Support Jennifer provides to her clients

• Personalized analysis and market strategy for professional and family fiduciaries, and their attorneys.
• Personal assistance coordinating personal property distribution and estate liquidation under the authorized fiduciary’s instructions.
• Cost and time-effective property preparation executed by licensed and insured tradespeople.
• Meticulous property preparation project management. Market preparation yields top dollar for the estate.
• Coordination of title review, research, and any required corrections with title professionals and legal counsel.
• Collaborative attorney and court sales process liaison to ensure adherence to State and local statutes.
• Expert marketing and strategic negotiations to maximize interest, offers, and sales price of the residential/commercial property.
• Detailed documentation for the entire process should someone question a fiduciary’s actions during and after the sale.

Call today for the most experienced fiduciary real estate broker in Sonoma County

A clear process from assessment to closing

1. Assessment: Review property condition, local market value, the fiduciary’s objectives, and the instructions and timing provided by the authorized decision-maker and counsel.
2. Preparation or as-is: Compare selling in its present condition with selected cleanup, repairs, and staging. Review vendor estimates, likely market impact, costs, and timing before the fiduciary approves a plan.
3. Coordination: Organize approved vendors, access, and schedules. Keep the fiduciary, attorney, escrow, and title professionals informed of property-related needs and outstanding questions.
4. Marketing and negotiation: Prepare the listing presentation, launch the marketing plan, and review offers and terms with the authorized fiduciary, coordinating with counsel where required.
5. Reporting through closing: Provide updates on preparation, marketing response, offers, deadlines, and outstanding items. Maintain transaction records and a record of client approvals so the fiduciary can follow the decisions and work completed.

Clear responsibilities for personal property and title

Personal property: The authorized fiduciary directs which belongings are retained, distributed, sold, donated, or removed. Jennifer helps arrange access for appropriate estate-sale, moving, or cleanout providers within the approved scope. The client and providers coordinate scheduling and progress directly. Distribution decisions and authorization to release items remain with the fiduciary, with counsel’s guidance as needed.

Title-related work: Jennifer helps obtain available title information, flag questions, and coordinate follow-up. The title company and legal counsel investigate ownership and title issues, determine the required corrections or legal documents, and handle that work within their respective roles. Jennifer tracks the related transaction steps and communicates outstanding items.

Client experiences

“She was extraordinary in every single way: timely, clear and responsive communication and documentation and so much more.”

Linda Bornstein · Rincon Valley neighborhood of Santa Rosa

“She is extremely professional, easy to work with, and has many creative ways of solving problems.”

Arlin · Larkfield-Wikiup neighborhood of Santa Rosa

From Arlin’s review of Jennifer’s help with a trust and another property.

Read Jennifer’s Zillow reviews

Working with attorneys and fiduciaries

Jennifer specializes in working closely with attorneys and fiduciaries to list and sell properties involved in trust or probate cases. She helps prepare these properties for the market, coordinating essential cleanups and trash-outs.

Jennifer oversees the process from initial assessment to final staging according to the client’s approved scope and budget. This collaborative approach allows attorneys and fiduciaries to concentrate on their clients’ legal and financial needs while she manages the real estate transaction.