You inherited a house. What you need now is a plan, not pressure.
A discreet, documented process for estate and inherited property — coordinated with your attorney and accountant.
Confidential. No obligation. On the estate’s timeline, not ours.
- Documented valuations for the estate file
- Coordinated with attorneys and CPAs
- Discreet, at every step
Every estate is different. The questions are the same.
Is the property going through probate, and what does that timeline allow? Are there several heirs, in several places, who all need the same information at the same time? Is the home still full — or still occupied?
These are logistics questions, and they have orderly answers. What makes them hard is that they usually arrive all at once, at a difficult time, with a deadline attached that nobody chose.
The goal isn’t a fast sale. It’s a documented, defensible one — on the estate’s timeline.
Our job is to put the process in order: valuation, preparation, communication, sale. Each step documented, so every decision can be explained later — to the court, to the accountant, to each other.
In order, in writing.
Estate valuation, documented.
A written valuation analysis for the estate file, built on comparable sales we select and review personally. Dated, documented, and ready to be shown to anyone who needs to see it.
Preparation, coordinated.
Clear-out, repairs, and contractors — coordinated and scheduled around the estate’s constraints, with decisions recorded as they’re made. You approve; we manage.
Communication, on a cadence.
Every party to the estate receives the same information at the same time, in writing. No side conversations, no surprises, nothing resting on memory.
Start where you are.
Four common starting points. Choose the one closest to yours for a plain outline of what typically happens next. Content is general information, not legal advice — your attorney’s guidance governs.
Sole heir
- Confirm authority to sell with your attorney — executor, trustee, or new deed holder.
- Get a documented valuation for the estate file before any decisions.
- Decide what the home needs: clear-out, repairs, or nothing — with costs and effort mapped first.
- Set the timeline around your situation — the valuation includes a market-timing read, presented for your decision, on your schedule.
Multiple heirs
- Establish who has authority to sign, and how decisions will be made.
- Put one documented valuation in front of everyone at the same time.
- Agree on a communication cadence — same information, same moment, in writing.
- Record each decision as it’s made, so nothing gets re-litigated later.
Probate underway
- Confirm with your attorney what the court’s timeline allows and requires.
- Order the documented valuation early — it’s often needed for the file regardless.
- Prepare the property in parallel where permitted, so no time is lost waiting.
- Coordinate listing and sale milestones with counsel before committing to dates.
Home occupied
- Clarify the occupancy situation with your attorney before anything else.
- Document the property’s condition and get the valuation on record.
- Plan the transition respectfully and on a defined schedule, in writing.
- Sequence preparation and listing around the agreed move-out — not before.
Whichever card is yours, the first step is the same: a private conversation and a documented valuation.
Professional Partners
For attorneys and CPAs.
When a client’s estate includes real property, you need three things from the agent: a documented valuation the file can rely on, timelines that hold, and a paper trail that’s clean when someone asks. That’s the service.
- Written valuation analyses for the estate file — dated, documented comparative analyses, not licensed appraisals; where the file needs more, verify with an MLS-based CMA or licensed appraisal
- Responsive, predictable timelines — court dates and filing deadlines respected
- Every decision and communication recorded; one point of contact
Start with a conversation, not a commitment.
One private consultation. A documented plan for the property, coordinated with your attorney and accountant — and a process that moves at the estate’s pace.
Confidential · No obligation · A personal reply, usually within 1-2 business days