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Updating Your Trust: Why You Need a Fair Market Valuation Losing a spouse is one of life’s most challenging experiences. Amidst the emotional turmoil, there are practical matters that must be addressed, including updating your revocable living trust. One critical step in this process is obtaining a fair market valuation or a date of death appraisal for your real estate assets. Understanding why...

5 Steps To Getting Your Home Sold Step 1: Assess the Situation Property Condition: Evaluate the current state of your property. Note any repairs or upgrades needed to make it more appealing to buyers.Financial Assessment: Determine how much money is available for repairs or upgrades. This helps in planning cost-effective improvements.Time-frame: Establish a...

Estate Liquidation Guide: Essential Tasks for Trustees When a trustee is tasked with liquidating an estate, they need to follow a structured process to ensure that the estate is managed and distributed according to the trust’s terms and legal requirements. Here are key steps a trustee should take: Understand the Trust...

Top 10 Concerns Home Sellers Face Pricing the Home Correctly Sellers want to set a price that attracts buyers but also reflects the true value of the property, ensuring they don’t leave money on the table. Attracting Qualified...

Navigating a Sibling Buyout: How to Fairly Purchase a Parent’s Home in a Trust When it comes to dealing with a property in a trust after a parent’s passing, things can get complicated, especially when multiple siblings are involved. One common scenario is when one sibling wants to keep the family home while others prefer to sell their share. As a real estate agent with extensive...

Behind the Sale: 18 St. James Ct, Orinda A Probate Real Estate Story of Simplicity, Service, and Speed Not every home sale begins with excitement or fresh plans for the future. Some start quietly, with a phone call from an attorney. That was the case with 18 St. James Court in Orinda—a home that had seen better days and now sat in disrepair, untouched and filled with the belongings of a...