Selling a Home in a Trust

How can we afford to give our loved ones
the best senior living care they deserve?

Where do we start?

These type of life decisions are some of the hardest most stressful emotional decisions you will ever have to make.
You don’t have to do it alone!
I will help you. Give me a call right away and let’s give you some options and peace of mind.


When a loved one passes away, it is normal to feel overwhelmed by the high volume of pragmatic matters that must be addressed. Remember that your loved one chose you as their Successor Trustee because they trusted you to carry out their wishes. You can do this!

Because of the many responsibilities you have as a Successor Trustee, it can be helpful to usea checklist to ensure that all tasks are completed. Everything does not need to be done at once! This step-by-step checklist will help you track common tasks that often must be done after a Settlor dies.

Note: This list does NOT include the detailed steps of administering a Trust. That information can be obtained when you retain an experienced Estate Planning attorney. This information is intended solely for the purpose of education and should not be construed in any way to represent an attorney-client relationship between Richard T. Woods, Attorney atLaw, and the reader.

Notify the following people/entities of the death:

Trusts and Wills Definitions

Estate Sales
Frequently Asked Questions

No. The term "estate sale" does have a fancy ring to it, but they are not just for the extremely wealthy. All types of items are sold at "estate sales" from jewelry, cars, clothing to an old wrench. Estate companies sell everything, but the house. I will help you sell the house.

No, most companies charge a commission for their service with no confusing formulas or employee fees. Some companies will take the first $2,000 -$3,000 of the sale proceeds to cover their employee costs. In other words, the company gets 100% commission for their specific agreed upon monetary portion of your sale.

As far as preparations a good idea would be to select the items you want to keep and this will allow the company to view all items and evaluate what we can sell during the sale.

Well, they should be! If not move on to another company. This provides you with the additional peace of mind that comes along with dealing with an insured and bonded company.

This is a good question to ask each company you talk with. All companies are different.

Most companies offer online auctions. Often a traditional estate sale (in home) is not the right fit for a variety of reasons such as HOA regulations, lack of parking, client privacy concerns, etc. When these situations arise, online auctions are a great alternative.

Estate Sales Companies

Contact: Carol Novack-Owner
Free Consultation

Contact: Yahnn Kraveichvil
Free Consultation

Gary or Blanca - Owner
Free Consultation

What others are saying about Blake...

Blake has worked with me for over 5 years with my indecision to sell my home or rent it. He provided current value, options and strategies and even helped me deal with the County Zoning for development options. Finally after much patience I decided to sell. It was so smooth and quick. I could not believe the amount of work with the documents and disclosures, title and escrow. He even helped me communicate with my attorney about my trust. I would recommend Blake to anyone! He has become a good friend.

Gisella Fox

Blake helped us sell our condo in San Diego and then find our forever home in Hemet ! Blake patiently helped us find the perfect layout, with enough room for everyone and then win the bid during an unprecedented competitive market. He even haggled with my lender to get a better interest rate! What can I say - I would never buy a home without Blake’s saged advice and hand holding. He is always excited to see what changes we have made and provides us with an update of value every year! Blake made us very proud homeowners - living the dream!!

Melodie and Gary Ford

Blake was extremely knowledgeable and helpful to us as first time home buyers? He was very prompt in answering all of our questions and showing us properties. He helped us get our offer accepted in a multiple offer situation and negotiated over 15k in repair credits. He also helped us with renovation options after the sale! We would highly recommend Blake to anyone!

Alisha and Tyler Holmes

Blake helped me purchase my dream condo downtown. He coordinated all aspects of the sale including inspection’s and walkthroughs remotely with my son and I as we were both living out of the state. He even assisted me with getting my power of attorney set up.
After the sale he went the extra mile in getting the condo cleaned as well as met the movers to oversee the process. He is the best. Highly recommended

Florence Bronson

Files to download

Giving Our Loved Ones The Best Senior Care

Successor Trustee Checklist


A Guide to Selling Home To Afford Assisted Living

Estate Sale Companies To Check Out

Estate Sale Questions You Might Have

Trust and Will Definitions (A Complete List)

Blake's Testimonials From Past Clients

Tax Info On Selling A Home In California