Our Services

Simplifying Estate Administration in the Bay Area

Save your time and money! Managing an estate—whether through probate or trust administration—is no small task. It can take hundreds of hours, stretch over months, and require navigating legal procedures, real estate transactions, and personal asset management—all while balancing family responsibilities and emotions. If you're feeling overwhelmed, you’re not alone, and we’re here to help.

We specialize in guiding families across the Bay Area through a simplified, streamlined estate administration process, helping them move forward with confidence. With over 40 years of combined experience in estate planning, coordination, and complex real estate transactions, we’ve successfully helped countless families navigate the challenges of estate administration.

Our hands-on, results-driven approach ensures estate properties and personal belongings are managed with efficiency, transparency, and care—saving you time, money, and stress.

Here’s How We Work With You, Step By Step

Step 1

First, we secure the property to ensure it remains protected, maintained, and in compliance with city codes. Whether the home is vacant or occupied, we arrange for security measures, basic upkeep, and any urgent repairs to prevent unnecessary costs or fines.

A woman is standing in front of a brick house holding a tablet.

Step 1

A woman is standing in front of a brick house holding a tablet.

Step 1

First, we secure the property to ensure it remains protected, maintained, and in compliance with city codes. Whether the home is vacant or occupied, we arrange for security measures, basic upkeep, and any urgent repairs to prevent unnecessary costs or fines.

A man is carrying a box in a room while two women are standing behind him.

Step 2

Next, we help sort and transition personal belongings. Many families are unsure of how to handle a lifetime’s worth of possessions. We coordinate estate sales, arrange for donation pickups, and provide responsible disposal solutions. Our goal is to make this process as easy and stress-free as possible while respecting the sentimental and financial value of the estate.

Step 3

Once personal property is addressed, we assess the condition of the home and make recommendations. Some homes are best sold as-is, while others benefit from minor repairs or strategic updates to increase market value. We provide a clear, cost-effective plan tailored to the estate’s needs, including options for deferred payment on necessary improvements.

An empty room with a lot of windows and a concrete ceiling
A kitchen with white cabinets and a table and chairs
An empty room with a lot of windows and a concrete ceiling
A kitchen with white cabinets and a table and chairs

Step 3

Once personal property is addressed, we assess the condition of the home and make recommendations. Some homes are best sold as-is, while others benefit from minor repairs or strategic updates to increase market value. We provide a clear, cost-effective plan tailored to the estate’s needs, including options for deferred payment on necessary improvements.

A living room with a yellow couch , white couches , a table , and a mirror.

Step 4

When the home is ready, we develop a strategic marketing and sales plan. From professional photography and targeted marketing campaigns to buyer outreach and negotiation, we ensure the property is positioned to attract competitive offers. Whether the sale requires court confirmation or follows a trust administration process, we handle all listing details, paperwork, and transaction oversight.

Step 5

Finally, we manage the closing process and final estate wrap-up. We coordinate with title and escrow to ensure a smooth closing, assist with final property handovers, and provide a structured plan to complete any remaining estate matters.

A dog is sitting on a white couch next to a pile of cardboard boxes.
A dog is sitting on a white couch next to a pile of cardboard boxes.

Step 5

Finally, we manage the closing process and final estate wrap-up. We coordinate with title and escrow to ensure a smooth closing, assist with final property handovers, and provide a structured plan to complete any remaining estate matters.

Expert Guidance for Peace of Mind

We make the process simple, efficient, and focused on your best financial outcome—no legal jargon, no hidden surprises. If you're feeling overwhelmed, let’s create a plan that saves you time, money, and stress so you can move forward with confidence.