When someone passes away and a home is held in a trust, the responsibility of managing and potentially selling that property often falls to the successor trustee. For many people, this is a role they’ve never held before, and the process can feel overwhelming. Selling a home from a trust is more than just a […]

One of the most common—and costly—mistakes executors and successor trustees make is misunderstanding the tax implications of selling inherited real estate. In Sonoma County, where property values are often substantial, a lack of clarity around taxes can lead to unnecessary fear, poor timing decisions, or even beneficiary disputes. This article breaks down what executors, trustees, […]

Inheriting a home can feel overwhelming—especially in the first few weeks. Whether the property is going through probate or held in a trust, the actions you take immediately after inheriting a house can protect the asset, reduce liability, and preserve value for beneficiaries. If you’ve recently inherited property in Sonoma County, here are the most […]

Families often ask: “What’s the difference between probate and trust real estate sales?”Understanding this distinction can save time, money, and stress—especially in Sonoma County. Probate Real Estate Sales Probate sales typically involve: Court oversight Longer timelines Probate referee appraisals Possible court confirmation They are common when no trust exists or assets exceed state thresholds. Trust […]