Real Estate Journey for a Trustee

Greenwald & Gerke Realty Team

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March 19, 2020

As Senior Real Estate Specialists, we specialize in working with attorneys, private fiduciaries, and bank trust officers. Our services are designed to help the profession help with their clients, who are a trustee. The goal is to work with the beneficiaries to maximize the profits on the sale of a home.

We are a one-stop-shop: from beginning of the journey to the closed sale, A to Z, soup to nuts – to get this done on behalf of the trustee. Watch the video above to follow us inside and take a look at this home in San Diego, CA.

Tour of a San Diego Home

With our Senior Stay or Go TM Program, we visit the home to complete an initial assessment. During this visit, we determine whether or not there is enough personal property to warrant an estate sale, or if the home needs to be cleaned out.

We then report back to the trustee to determine which course of action they would like to take. At that time, we will also change all the locks and get all of the remotes, keys, etc. that we can find in the home so they are ready for the next potential homeowner.

One of the other assessments that needs to be done is to determine whether any repairs need to be done to the home before it is put on the market, or whether it makes sense to sell it as-is. We complete a home and pest inspection prior to selling the home, in order to put the trustee in a knowledgeable position for future negotiating purposes. Then, we will get our contractors and subcontractors into the home to provide estimates for various repairs. The trustee has all the information necessary to make the best educated decision on behalf of the trust.

In this particular situation, we have 1 trustee and 15 beneficiaries. So, we have many people that need to be satisfied at the same time.

Benefits of the Senior Stay or Go Program

Every circumstance is different: no situation is too simple or too difficult for us to handle. That’s part of the Senior Stay or Go program – to make the sale of the personal property and the home as simple as it can be for the professional, trustee, and the beneficiaries.

At Greenwald & Gerke, we specialize in full-service real estate solutions in retirement. Call us to learn more about the benefits of our Senior Stay or Go program: (844) 782-9674.

Real Estate Services & Senior Resources

We specialize in assisting aging adults and their families through the sale of a home by serving as a single point of contact for the comprehensive services.

Book Initial Consultation

Book Initial Consultation

We specialize in assisting aging adults and their families through the sale of a home by serving as a single point of contact for the comprehensive services.
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