Private Client Services
Real Estate for Trusts, Probate & Conservatorships
Some real estate transactions require more than traditional marketing and negotiation. Trust, Probate and Conservatorship sales may involve Fiduciaries, Beneficiaries, Attorneys, Court procedures, legal documents and important financial considerations.
We provide specialized real estate representation for Clients throughout Greater Los Angeles who are managing property in these circumstances. Our approach combines experienced brokerage, strategic property marketing and an understanding of the legal and procedural issues that can arise in complex transactions.
With Vahn’s background as both a licensed California Attorney and Real Estate Broker, together with Lisa’s experience in media production, marketing and property presentation, we bring a distinctive combination of skills to transactions that require careful coordination, discretion and attention to detail.
Whether the property is a condominium, family residence, investment property or substantial estate, our objective is the same: develop the right strategy for the property, manage the transaction carefully and help our Clients achieve the strongest possible result.
Trust Real Estate
Trust property sales can involve Trustees, Beneficiaries, Attorneys and other advisors, along with documentation establishing who has authority to act and how the property may be managed or sold.
We work with Trustees, families and their Counsel throughout Greater Los Angeles to help prepare, position, market and sell Trust property while keeping the real estate transaction organized and moving forward.
Learn more about our Trust Real Estate services.
Probate Real Estate
Probate property sales can involve Executors, Administrators, Beneficiaries, Attorneys and, depending upon the circumstances, Court procedures and statutory requirements.
As Certified Probate Real Estate Specialists, we assist Estates with the real estate side of the process, including property preparation, valuation, marketing, negotiations and escrow coordination.
Learn more about our Probate Real Estate services.
Probate Real Estate FAQ
Probate sales often raise questions about authority to sell, Court confirmation, disclosure requirements, timelines and the responsibilities of the Personal Representative.
Our Probate Real Estate FAQ page provides straightforward information about many of the issues Executors, Administrators, Beneficiaries and families may encounter when real property is part of an Estate.
Visit our Probate Real Estate FAQ page.
Conservatorship Real Estate
When real property is owned by someone under a Conservatorship, additional Court oversight and procedural requirements may apply.
We assist Conservators, families and their Attorneys with the real estate aspects of these transactions, from property valuation and preparation through marketing, negotiations and closing.
Learn more about Conservatorship Real Estate.
Trust & Probate Glossary
Trust, Probate and Conservatorship transactions involve terminology that may be unfamiliar to people dealing with an Estate or Fiduciary matter for the first time. Our Trust & Probate Glossary explains many of the commonly used terms encountered in these transactions.
View our Trust & Probate Glossary.
Experienced Guidance. Individual Attention.
No two Trust, Probate or Conservatorship matters are exactly alike. Property condition, ownership, family circumstances, Court involvement and timing can all affect the appropriate strategy.
We take the time to understand the property and the circumstances surrounding the transaction before recommending a course of action. Our Clients receive direct communication, thoughtful guidance and a marketing strategy tailored to the property rather than a one-size-fits-all approach.
If you are a Trustee, Executor, Administrator, Conservator, Beneficiary, Attorney or family member dealing with real estate in Greater Los Angeles, we would be happy to discuss the property and your next steps.
