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Serving as a trustee or successor trustee comes with legal responsibility, tight timelines, and emotional weight—especially when a property needs to be sold. Many trustees quickly realize that selling a trust-owned home involves far more than putting a sign in the yard.
At Sonoma Estate Services, we specialize in helping trustees, fiduciaries, and estate professionals navigate the entire lifecycle of selling inherited or trust-owned property—from the moment control transfers to final distribution.
Who We Help
Our services are designed specifically for situations where clarity, compliance, and coordination matter most.
Successor Trustees
Often stepping into the role unexpectedly, successor trustees are responsible for protecting beneficiary interests while following trust instructions and California law. We provide guidance early in the process so costly mistakes are avoided.
Professional Fiduciaries
Managing multiple estates at once requires a real estate partner who understands documentation, timelines, and communication standards. We act as an extension of your team.
Estate & Probate Attorneys
We support attorneys by handling the real estate side cleanly, transparently, and professionally—reducing questions, delays, and liability concerns.
Out-of-Area Heirs & Trustees
When trustees or beneficiaries live outside Sonoma County, we provide full boots-on-the-ground property oversight.
Probate Personal Representatives
For court-supervised sales, we understand the added requirements and work closely with legal counsel to ensure compliance.
What Makes Our Trustee Listing Package Different
Our trustee listing services go far beyond traditional real estate marketing. We provide project management, vendor coordination, and estate-specific reporting—all included.
Full Property Oversight
We manage access, security, utilities, insurance coordination, and ongoing property monitoring until close of escrow.
Estate Clean-Out & Disposal Coordination
From light clean-ups to hoarder situations, we coordinate trusted clean-out crews and donation or disposal services.
Repairs, Updates & Property Preparation
We obtain bids, manage contractors, and help trustees evaluate whether selling “as-is” or completing updates best serves the beneficiaries.
Squatter & Occupancy Situations
If unauthorized occupants or tenants are present, we connect trustees with qualified landlord-tenant attorneys and help coordinate next steps.
Senior Relocation & Housing Assistance
When trustors are still living or transitioning to care, we connect families with senior home placement professionals to find appropriate housing solutions.
Clear, Legal-Friendly Communication
We provide written summaries, timelines, and decision-support documentation designed to assist trustees, fiduciaries, and attorneys.
Weekly Market & Estate Progress Reports
Every trustee receives consistent updates outlining activity, expenses, market conditions, and next steps—no guessing, no chasing information.
Buyer Vetting & Risk Analysis
We don’t just present offers—we analyze buyer strength, financing reliability, and potential red flags so trustees can make informed, defensible decisions.
Why Trustees Choose Specialized Representation
Selling trust property is not a typical sale. There are fiduciary duties, beneficiary expectations, and legal exposure involved. Working with an agent who understands estate administration helps ensure:
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Compliance with trust and probate requirements
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Protection of beneficiary interests
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Reduced stress and time commitment for trustees
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Clean communication with attorneys and professionals
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Fewer surprises during escrow
Start With a Trustee Strategy Meeting
We often meet with trustees early in the process, even before a sale is planned. These conversations help trustees understand options, timelines, and responsibilities long before decisions are forced.
If you’re serving as a trustee—or advising someone who is—we’re here to help.
Daniel Cronin | REALTOR®
Certified Probate & Trust Specialist
Relocation Specialist
W Real Estate – Cronin Team
DRE #02069254 | 707-543-6483
dannymcroninrealtor@gmail.com
SonomaEstateServices.com
