Trust Sale
How do I prepare the home to sell?
How do I prepare the home to sell? Ask Phyllis: a blog series of frequently asked real estate questions. Email us here Dear Phyllis, I am the trustee of my aunt’s estate. She has a home on Balboa Island. I am a faithful reader of your ...
Lot line confusion
Ask Phyllis: a blog series of frequently asked real estate questions. Email us here Lot line confusion Dear Phyllis, I am the trustee of my father’s estate. This home has been in our family since it was built in the 1940’...
Title removed from living trust
Title removed from living trust Ask Phyllis: a blog series of frequently asked real estate questions. Email us here Title removed from living trust Dear Phyllis: After years of reading your real estate questions and answers, I have a ...
Professional fiduciary
What is a professional fiduciary? Ask Phyllis: a blog series of frequently asked real estate questions. Email us here Dear Phyllis, For the last five years, I have been taking care of my father with little help from my brother (who liv...
Trustee Duties: Where to begin?
Trustee Duties: Where to begin? Ask Phyllis: a blog series of frequently asked real estate questions. Dear Phyllis, My mother just passed. She had a living trust, and I am her trustee. She has so much stuff, and I don’t kn...
Probate Court and Overbids
Ask Phyllis: a blog series of frequently asked real estate questions. Email us here Probate Court and Overbids Dear Phyllis, After months of searching for homes and submitting numerous offers, we finally had an offer accepted on a prob...
Trustee selling off market
Ask Phyllis: a blog series of frequently asked real estate questions. Email us here Trustee selling off-market Dear Phyllis, My mother recently died, and I am the sole trustee of her estate. My three siblings and I are the beneficiarie...
How to handle paperwork when selling by owner?
Recently, I was contacted by a trustee who was selling an inherited home to his nephew. As a real estate agent with trust sale experience, the trustee wanted to know if I would handle the paperwork and escrow process for a reduced commission. ...
