Trust Real Estate Services in Sonoma County

When a property is held in a trust, the sale process can be more streamlined than probate—but it still requires specialized knowledge to do it correctly. Trustees are tasked with managing the estate responsibly, often while balancing family needs and legal requirements. That’s where we come in.

As Certified Probate & Trust Specialists, we partner with trustees to simplify the entire real estate process. From property preparation to closing, we manage the details so you can focus on fulfilling your responsibilities with confidence.

Our Trust Real Estate Process

Initial Meeting – We review the trust instructions, your role as trustee, and your goals.
Tailored Game Plan – Together, we decide whether selling as-is or preparing the home for maximum value makes the most sense.
Property Preparation – If updates or repairs are needed, we’ll coordinate everything with our trusted contractors and service providers.
Project Management – From clean-outs and landscaping to staging and marketing, we handle the heavy lifting.
Sale & Negotiation – We market the property strategically to attract qualified buyers and secure the strongest terms.
Post-Sale Guidance – Our network of financial planners, CPAs, and senior living specialists can help you and your family with next steps.

Our Trusted Network

Trust administration often calls for more than just selling a property. Our vetted referral partners include:

Estate and trust attorneys
CPAs and financial planners
Clean-out crews, junk removal, and estate sale companies
Contractors, painters, and handymen
Senior care and assisted living locators
Locksmiths, movers, and relocation specialists

With the right team in place, we make the process efficient and stress-free.

Why Choose Us?

Since 2018, our team has worked hand-in-hand with trustees across Sonoma County. We understand the unique responsibilities that come with trust administration and are dedicated to making sure every decision protects both you and the beneficiaries. With our experience, project management skills, and trusted network, you’ll never have to navigate the process alone.