Trusts

Expertise: We have extensive experience in trust and understand the unique nuances and legal requirements associated with these transactions. Trust sales can be complex, involving multiple beneficiaries, legal obligations, and estate planning considerations. Our expertise ensures a smooth and legally compliant process from beginning to end.

Knowledge of Estate Planning: Trust sales often intersect with estate planning strategies. We know many estate planning attorneys and understand the types of various estate planning scenarios, which allows us to provide valuable insights to both trustees and beneficiaries. Our knowledge optimizes the sale and maximizes the benefits for all parties, including the estate planning attorney.

Understanding of Beneficiary Needs: We know these transactions' sensitive nature. Beneficiaries may be dealing with losing a loved one and need compassion and patience. We are cool, calm, collected under duress, and navigate these emotional aspects with care and empathy.

Real Estate Market Mastery: We have sold a plethora of real estate assets in L.A., etc. Our knowledge and underwriting prowess are invaluable when determining a realistic value and pricing strategy coupled with a unique marketing approach for each trust property, ensuring we attract the right buyers within a reasonable timeframe.

Professional Network: Our long career in trust sales has allowed us to build a robust network of professionals, including estate planning attorneys, appraisers, title companies, and escrow companies. This network can be tapped into to provide clients with reliable and trustworthy referrals for various services needed during the sale process.

Negotiation Skills: Trust sales often involve negotiations between beneficiaries or potential buyers. We are experienced negotiators, which allows us to facilitate agreements that satisfy all parties involved.

Legal Compliance: Trust sales must adhere to legal and fiduciary responsibilities. Our expansive knowledge of the legal framework surrounding trust sales ensures that transactions are conducted in full compliance with applicable laws and regulations. There is a reason that Attorneys refer us to their clients.

Problem-Solvers: In real estate, unforeseen challenges can arise. With your wealth of experience, you're well-prepared to tackle any obstacles during the trust sale process, finding efficient solutions to keep the transaction on track.

Proven Track Record: Your 25 years of successful trust sales transactions testify to your expertise and reliability. Clients and attorneys alike can have confidence in your ability to handle these complex transactions effectively.