FOR ATTORNEYS, CPAs & TRUST OFFICERS
A referral partner your clients can trust
Discreet, technically precise handling of trust and probate sales across the foothill corridor — so you can introduce your high-net-worth clients with confidence.
Start a referral conversation Explore Trust & Estate
How the referral relationship works
— The relationship is built to protect your standing with your client. You make the introduction; we handle the transaction with the discretion and technical precision the matter requires, and you stay informed throughout.
One — Introduction. You introduce your client, or send their details through the secure intake form below. We acknowledge promptly, confirm the scope, and clarify timing, court deadlines, and any fiduciary considerations before anything moves.
Two — Coordination. We manage valuation, preparation, marketing, and negotiation directly with the parties you designate — executor, trustee, conservator, or counsel — so the sale proceeds quietly and on schedule.
Three — Reporting back. You receive clear, periodic updates suited to a fiduciary file, and a final accounting at close. Your client is cared for, and your referral reflects well on you.
Transactions handled
— Most of our work begins with a fiduciary, a court timeline, or a sensitive family situation. These are the transaction types we handle most often, each detailed on our Trust & Estate page.
Trust Sales
Selling real property held in a trust, coordinated with the trustee and, where needed, counsel — with attention to beneficiary interests and clean documentation.
Probate Real Estate
Court-supervised and independent administration sales, handled to the timeline the estate requires and with the reporting a fiduciary file expects.
Prop 13/19 Transfers
Sales tied to a change in ownership where property-tax basis transfer matters — coordinated so the client understands the implications before listing.
Divorce Sales
Discreet handling of marital-dissolution property sales, with neutral, even-handed communication to both parties and their counsel.
Resources for your clients
— Plain-language guides you can share with a client, co-branded with your firm where appropriate. Each is delivered by email so your client receives it directly, with no obligation.
Selling a home held in a trust
A short orientation for trustees and beneficiaries on what to expect when trust-held real property is sold — timing, documentation, and the decisions that come up.
The probate sale timeline
A simple walkthrough of how a probate or administration sale typically proceeds, written so an executor can follow it without legal background.
Prop 13 and 19, in plain terms
What a change in ownership can mean for a client’s property-tax basis, framed as questions to raise with their tax or legal advisor before listing.
The Quarterly Foothill Estate Report
— A quarterly note for referring advisors: trust and probate market conditions across the foothill corridor, notable changes in Prop 13/19 practice, and the occasional case study. Four issues a year, no selling.
Request a lunch-and-learn
— For firms that would like a short, CE-style session: we can walk your team through the mechanics of trust, probate, and Prop 13/19 sales, at your office and on your schedule. No pitch — just the practical details your colleagues ask about.
Common questions from referring advisors
How do you handle a referral so it reflects well on me?
— We treat your client as your client. Communication is discreet, you are kept informed at a level appropriate to a fiduciary relationship, and nothing about the engagement is used for marketing without your knowledge.
Are there any RESPA or fee-sharing arrangements?
— No. We do not pay referral fees or enter fee-sharing arrangements that would raise RESPA concerns. The relationship is built on competence and trust, not compensation. [Confirm exact compliance language with counsel before publishing.]
What materials do you provide for my clients?
— Plain-language guides on trust sales, the probate timeline, and Prop 13/19, co-branded with your firm where appropriate, plus a clear point of contact your client can reach directly.
What areas and property types do you cover?
— The foothill corridor — Pasadena, San Marino, La Canada Flintridge, Arcadia, Sierra Madre, and Altadena — with a focus on trust, probate, conservatorship, and dissolution sales of residential property.