TRUST & PROBATE REAL ESTATE SALES CASE STUDIES
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I represented the trustee on the sale of this lovely townhome in the gated community of Windemere in La Jolla. The owner had passed away and the trustee for the trust need to sell the property for the heirs. There were several steps I coordinated and assisted with to facilitate the sale of the property including: distribution of furniture and contents to heirs, donation of contents, staging and prepping the house for sale and final emptying of the property prior to the new owner taking possession. The home sold for 97% of list price.
I represented the trustee on the sale of this ocean view property in La Jolla, CA. The parents were elderly and needed to move to a senior assisted living location out of state. The property was sited on a premium lot in La Jolla Country Club but was dated and needed to be renovated. so that they would receive the highest market value possible based on the condition of the home. The results were success- ful, the home sold for the price the family wanted after receiving multiple offers. I consulted with the family to correctly price the home which resulted in an offer within 30 days of coming on the market allowing the parents to move quickly and the family was pleased that the home sold at 95% of list price. The family hired me to represent them in the sale of a Homer Delawie designed mid-century modern home in La Jolla Shores. The property was classic 1960’s and had a lot of deferred maintenance. I worked with the family for 3 months prior to bringing the house on the market to ensure that the home was ready
I represented the family on the sale of this 3BR/2.5BA town- home in the UTC area of San Diego. Working with the fam- ily, my group coordinated the donation and sale of items in the house, as well as prepping and staging the house for sale. The marketing of the home and strategic pricing brought multiple offers within a week of being in the MLS and the house sold for $62,000 over the list price.
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