Selling properties held in trust or going through probate requires some extra steps to minimize liability and get the maximum profit for the estate. I have years of experience working with attorneys, professional fiduciaries, administrators, executors, and successor trustees in San Diego. My goal is to provide you with an actionable plan to sell San Diego Real Estate quickly, with minimal costs for the most net profit.
"Sasha is top notch. I have enjoyed working with her and her team for more than one year and she always helped out with challenging tasks, did excellent preparation for a significant sale, was available, amicable, and professional. I trust Sasha Rumpel now and will in the future. Honestly you can go wrong with her at your side selling or buying. Thank you Sasha!"
-Trustee and Seller of 2654 Ellentown Road
Whether you just inherited a home as a successor trustee, or are a professional fiduciary, executor, or estate administrator, making good decisions requires a thoughtful plan, and partnering with a seasoned professional in Real Estate can help. First and foremost, it’s essential to understand the legal and financial responsibilities involved. When you are acting as a fiduciary, you have to have the goals of the estate in mind. Often the proceeds will be part of a Trust distribution that can go to many different people. Your job is to make sure that they all feel that you did the best thing for the estate with all the decisions of selling the property.
Preparing a property for sale requires different strategies based on who lives there. Whether the property is vacant, tenant-occupied, owner-occupied, or has limited access, we tailor our approach to maximize exposure and convenience for potential buyers.
Selling a vacant home offers flexibility for showings, easier presentation as you can stage the property, and availability for hosting open houses and private showings as needed. Often vacant homes can easily allow a secure lockbox and well placed For Sale sign to attract more buyers.
For tenant-occupied homes, coordinating with tenants to minimize disruptions is essential. Schedule limited group showings and private viewings during agreed-upon times. Providing tenants with my contact so that I can help them understand the process as well.
Homes with strict HOA rules or uncooperative occupants require private showings by appointment only. Avoid open houses and focus on serious, pre-qualified buyers. Limited group showings or showings only with an accepted offer may be necessary.
On rare occasions, gaining access to the property may not be possible due to uncooperative occupants. We can discuss options for assisting with eviction, or, selling the home with the occupants in it for the next owner to manage.
Many attorneys have advised to sell a property in a probate or trust "as is". This is for the reasons of minimizing liability of the fiduciary as they aren't making construction decisions on behalf of an estate asset that could be questioned. Also, the trustee can get the home on the market much quicker when the home is sold "as is".
Just because a home is sold without updates or repairs, doesn't mean you must put it on the market in disrepair. My team works with the Client to assess a plan often with an estate sale to clean out the house, organize donating items that cannot be sold, painting, cleaning and any other repairs to get the most money for the home without breaking the bank.
Organizing and managing estate sales to help liquidate personal property and thoughtfully donate what cannot be sold.
Access to experienced repair contractors from small repairs to any health and safety items that need to be repaired prior to going to market.
Professional staging and design services to enhance the property’s appeal. Our staging matches the already existing era and appeal of the property.
High-quality photography and videography to market the property effectively.
We ensure that every aspect of the property preparation is handled with expertise, helping to achieve the best possible outcome for the sale.
"Sasha is the utmost professional and is a joy to work with. I’ve never met an agent who can lead in so many different ways. She deeply understands the market and will do anything she can do to make your property look and sell it’s best. Highest of recommendations."
-Aaron McDaniel, Owner in La Mesa
Referring Trust and Estate Attorneys trust me to guide their clients through the property sale process. I believe in honoring the memories of the family home, and doing a sale gracefully and professionally to provide closure and to the estate and its beneficiaries.
Sasha Loves Helping People Navigate the Ever Changing Real Estate Market in San Diego. She Prides Herself on Providing the Kind of Professional Personal Service With Attention to Detail That You Expect.
Address
10085 Carroll Canyon Road, Suite 200 San Diego, CA, 92131
