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Honoring Legacy: Selling a Family Home in a Trust

Some properties carry more than square footage and market value—they hold generations of memories.

One of our recent sales involved a home that had been in the same family for over sixty years. After their grandmother passed away, the family faced the emotional and practical challenges of finalizing the trust, preparing for an estate sale, and moving forward after the death of a loved one. As the executor of the trust, they needed clear guidance to make the right decisions.

We worked closely with their trust attorney to facilitate the sale, ensuring the title company had all of the necessary documents—including the trust and death certificate—so the property could be properly transferred. We also guided the family in evaluating the best CPA to advise them and identifying the ideal banks for establishing a trust account to manage the estate.

When it came time to sell, we connected the family with a cash investor buyer—maximizing profits while keeping the transaction smooth and stress-free. This comprehensive approach allowed them to settle the estate with confidence, knowing both the financial and legal details were handled correctly.

Selling a home after the death of a family member is an emotional process, but with the right guidance, it doesn’t have to be overwhelming. Whether you’re an executor managing an estate sale, working with attorneys on the documentation, or simply looking for the best realtor for selling a home in a trust, we’re here to help you honor your loved one’s legacy while moving forward with peace of mind.

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