FOR PROFESSIONAL FIDUCIARIES AND ATTORNEYS · LOS ANGELES

Los Angeles real estate for professional fiduciaries. A sale you can document and defend.

You may never have lived in the house, and you answer to beneficiaries, counsel and sometimes the court. We handle the sale and keep a complete record, so every decision has the market evidence behind it.

WHAT YOU RECEIVE

A file you can hand to the court or the beneficiaries

  • A valuation letter with the market data behind it
  • Weekly marketing and activity reports
  • Side-by-side offer summaries with our recommendation
  • One organized file for the court or beneficiaries

HOW WE WORK

What you receive, from intake to closing.

01

Authority and title, before anything else.

We start with the letters and case number, and we order the preliminary title report before listing. Old loans that were never cleared, recording errors and liens surface early, not in escrow.

02

A valuation you can keep in the file.

A broker price opinion with neighborhood statistics and selected comparable sales, each explained. We separate our opinion of value from the list price strategy, so the record shows why the property was priced the way it was.

03

Preparation approved in writing.

You receive the scope and the quote before any work begins. Clean-out and cleaning can often be paid through escrow at closing. How paying at closing works

04

Disclosures before offers.

Buyers receive the title report, hazard disclosures, city report and our visual inspection before they submit an offer. They sign for what they received, so there are no surprises in escrow.

05

Reports you don't have to track.

Each week: showings, inquiries, open-house visitors, online views, advertising reach and buyer feedback. You can forward the reports straight to beneficiaries.

06

Offers compared side by side.

Price, deposit, financing, contingencies and proof of funds, in one summary with our recommendation and the reasoning.

FIDUCIARY CASES

Sales we have handled for fiduciaries, trustees and counsel.

A contested trust, a court-supervised sale, a strict HOA and a title problem with no attorney involved. Each one was documented from the first valuation to the close.

Exterior of the Encino trust property

Encino · Contested trust · Closed

Court-appointed trustee. Zero objections.

After litigation removed the original trustee, we sold for a professional fiduciary with every decision documented. Multiple offers lifted the price from early bids near $1.4M to $1.8M, all cash and as-is. Beneficiaries received notice and none objected.

Virtually staged living room of the Glendale trust property

Virtually staged

Glendale · Court-supervised trust

Called in before the trustee was appointed.

An attorney reached out to us before a successor trustee had been appointed, and the heir lived out of town. We facilitated the occupant's relocation, cleared the property, and kept wary beneficiaries informed. Eight offers came in, and the accepted one was $135K over asking. When the court asked how the property was marketed, we provided a declaration documenting every step taken to secure the best offer.

Virtually staged living room of the Encino condo

Virtually staged

Encino · Condo · Fiduciary sale

An HOA dispute solved without the fiduciary.

A professional fiduciary called several agents before reaching us. After the tenant moved out, we cleared and cleaned the unit and worked within strict HOA rules. Six offers came in, and the accepted one was over asking, with no contingencies, repairs or credits. When an HOA dispute threatened escrow, we resolved it directly with the HOA and the buyer's agent, without involving the fiduciary.

Exterior of the Camarillo trust property

Camarillo · Title issue · Trustee without an attorney

An old loan that was never cleared from title.

The successor trustee was handling the trust without an attorney. Title turned up an old deed of trust that had never been reconveyed, and the original note was lost. We worked with the trustee, title and escrow to gather the documents needed to clear it, and escrow closed on time. We also handled the clearing and cleaning, and the trustee made no repairs.

See all case studies →

WORKING WITH COUNSEL

We work as counsel's partner, not around them.

Your level of involvement

Some attorneys want every update, others only the milestones. We match the level you want, and we request the documents we need for the file, such as the letters, publication and notices, so nothing is missed before an offer is accepted.

Issues flagged early

We flag title and legal issues as soon as they surface and route legal questions to you. We also review the petition details we can verify against title, such as the legal description and vesting.

Ready when the court asks

When the court asks how the property was marketed, we document every step. For court-confirmed sales, we prepare a bidder package for potential overbidders and attend the hearing.

WHAT A WEEKLY REPORT LOOKS LIKE

You don't have to keep track. We do.

Every report shows the activity, the buyer feedback and our read on what it means, so you always know where the sale stands.

From a recent estate listing · First week on the market

10Private showings
23Direct inquiries
63Open-house visitors
2,899Online views
48%Returning visitors

Identifying details removed.

OUR PRINCIPLE

People can handle bad news. What causes problems are surprises.

That's why we check title before listing, give buyers the disclosures before they submit an offer, and put everything in writing. That reduces surprises for the estate, and for you.

From The Probate Realtor Show

Selling real estate as a fiduciary, start to finish.

A two-part guide for professional fiduciaries, successor trustees, executors, conservators, and the attorneys who advise them. The goal in every file is the same: lower the risk and protect the value.

Part 1: Before the listing.

With Matias Baker Masucci · 8:55

The pre-listing work that keeps a fiduciary sale from stalling in escrow.

  • Reviewing the chain of title
  • Confirming how the property is vested
  • Key decisions once the property is empty

Part 2: Going to market.

With Matias Baker Masucci · 9:21

How to weigh terms, not just price, when you answer to beneficiaries or the court.

  • Whether to require offers without buyer contingencies
  • What changes once the property is on the market
  • Choosing the offer you can defend

Quick takes

When to consider a professional fiduciary.

With Omid John Afati, estate planning attorney · 0:32

Why successor trustees need professional help.

With Debbie Babb, estate planning attorney · 0:37

Navigating emotions in fiduciary work.

With Andrew Kienle, trust litigation attorney · 0:25

Educational information. Consult an attorney about your specific situation.

FREQUENT QUESTIONS

What fiduciaries and attorneys ask us.

Do you handle both full and limited authority?

Yes. With limited authority, we plan for court confirmation and possible overbids. With full authority, we build the timeline around required notices, such as a Notice of Proposed Action, so buyers know what to expect from the start.

What do we receive during the sale?

A valuation letter before listing, weekly activity reports, an offer summary with our recommendation, and an organized file at the end.

Does the estate need cash to prepare the property?

Often no. Clean-out and cleaning can usually be paid through escrow at closing, with your written approval first.

Do you also represent the buyer?

No. Matias represents the seller only, never both sides.

How do you protect the estate from buyers who renegotiate?

Buyers review the disclosures before they submit an offer, so they make their offer knowing the property. Deposit terms are set with your attorney, if one is involved, and backup buyers stay engaged until the deposit is in escrow.

Will you attend the confirmation hearing?

Yes. We attend the hearing and bring the bidder package.

START WITH THE PROPERTY

Bring us the next file.

Tell us about the property and the estate, and we'll start with a valuation and a clear plan.

Discuss the Property

Prefer to talk? Call (310) 776-5145

Real estate information and services only. Not legal or tax advice.