We Partner with Estate Planning Attorneys
Empowering Your Client Relationships
We Assist You in Serving Your Customers
One of the more challenging aspects of settling an estate is the dissolution of real property. Having the property sold promptly for the best possible price can be even more complicated for older clients or probate estates. For the past ten years, we have assisted several estate attorneys with many clients in resolving the numerous issues that arise during this process for their clients.
A Comprehensive Overview for Your Client
Conduct a Thorough Property Evaluation:
We start by conducting a thorough assessment of the estate's properties. This involves determining whether the properties have liens, mortgages, or other encumbrances. We also assess the value of the properties and choose the best strategy to get the maximum value for each property.
Prepare for Sale:
THIS IS WHERE WE CAN BRING REAL VALUE: We provide a range of services to help your clients prepare their properties for sale above and beyond the typical broker. This can include our team making suggestions and overseeing minor updates that could enhance the properties with changes in the flooring. paint, minor kitchen or bathroom refreshes. We have a list of vendors and contractors to help with all of these tasks that we will manage. This generally includes organizing, decluttering, staging, hiring movers, and hiring a deep clean team. Our proven system can help your client obtain the most value for their real estate. All of this is included with our standard listing fee.
Coordinate with Appraisers and Inspectors:
We work with appraisers and inspectors to provide a thorough evaluation of the condition and market value of the properties. This data will be used to determine where the return on investment.
Manage the Sales Process:
We oversee the entire sales process. Listing the properties, coordinating with prospective buyers, negotiating offers, and handling the closing process. We will make this seamless as possible for you and your clients in even the most challenging client scenarios.
A Plan for Your Client
Assess the Client's Real Estate Assets:
We begin by performing a comprehensive evaluation of the estate's properties. This involves determining whether the properties have any liens, mortgages, or other encumbrances. We can assess the value of the properties to determine when is the best time to sell.
Evaluate the Client's Goals:
We collaborate with you and the client and to assess the client's estate settlement goals. Determine whether the client wants to optimize the value of the properties, sell them fast, or if they need help getting the properties ready for sale.
Create a Customized Plan:
We create a customized plan for the estate settlement process based on an evaluation of the real estate assets and the client's goals. This strategy may include advice on selling or or investing in other real estate opportunities. We also offer comprehensive and customizable plans for moving, sorting, decluttering, and staging to accommodate the unique needs of each client.
We Execute the Plan for Your Client
In real estate, executing the plan usually entails a variety of tasks and responsibilities, depending on the particular goals outlined in the plan. Some of these responsibilities may include managing property sales and helping with real estate investments.
Managing the Sale of a Property:
We handle a variety of tasks, such as marketing the property, negotiating with prospective buyers, coordinating property inspections, and managing the closing process. The aim is to sell the property for the highest possible price in a reasonable amount of time.
Assisting with Real Estate Investments:
We analyze possible investment opportunities, perform due diligence on properties, and provide investment advice and guidance. We may also be in charge of managing the investment portfolio, monitoring performance, and making necessary adjustments to guarantee a solid return on investment.
Regardless of the specific tasks involved, carrying out a real estate plan necessitates a keen eye for detail, strong organizational skills, and the ability to handle complex projects and transactions. Effective communication and cooperation with clients, investors, and other stakeholders are also required to ensure that everyone is working toward a shared goal.
