In January 2024, we consulted with the Successor Trustee of their Mother’s Living Trust. The successor of trustee had vetted Kathleen Daniels before the consultation and was ready to move to the next step. After interviewing three real estate agents, and talking with Kathleen on the phone, they said, “I already know I want to hire you.” We met at the San Jose home that was to be sold. While visiting the home, we discussed in detail the steps Need Probate Help takes to prepare a home for sale.  The Successor Trustee resides in California yet is out of the area. Most out-of-state and out-of ..read more

Probate sale activity in Santa Clara County Q-4 2023.  This probate in real estate sales activity report is published by Kathleen Daniels, an Independent Real Estate Broker and Certified Probate Real Estate Specialist (CPRES) specializing in probate real estate. Kathleen monitors and tracks the probate sale activity. This enables Kathleen to keep her fingers on the pulse of the probate real estate market. The data shared here is collected from the local Multiple Listing Service (“MLS”). Probate and Conservatorship matters fall under the jurisdiction of the Santa Clara County Superior Cou ..read more

Probate Homes sales activity in Santa Clara County Q-3 2023. This sales activity report is published by Kathleen Daniels, Certified Probate Real Estate Specialist (“CPRES”) who specializes in listing probate real estate. She monitors and tracks the sales of probate homes every month. This enables Kathleen to keep her fingers on the pulse of the market. The data shared is collected from the local Multiple Listing Service (“MLS”). Probate and Conservatorship matters fall under the jurisdiction of the Santa Clara County Superior Court, probate division.  There is a legal process that must b ..read more

Probate Homes sales activity in Santa Clara County Q-2 2023. This sales activity report is published by Kathleen Daniels, Certified Probate Real Estate Specialist (“CPRES”) who specializes in probate real estate listings. She monitors and tracks the sales of probate homes every month. This enables Kathleen to keep her fingers on the pulse of the market The data share is collected from the local Multiple Listing Service (“MLS”). Probate and Conservatorship matters fall under the jurisdiction of the Santa Clara County Superior Court, probate division.  There is a legal process that must be ..read more

As a Santa Clara County CPRES, Certified Probate Real Estate Specialist, Kathleen Daniels receives calls from people in various counties across the State of California and some from states other than California. The help that people seek ranges from wanting to hire Kathleen to list a probate home in Santa Clara County to legal help which Kathleen cannot directly provide because she is not licensed to practice law. She can however as a CPRES refer people to local real estate and/or probate attorneys to get the help they need. A common thread with most callers is that they lack the funds to hire ..read more

Kathleen Daniels, Probate Real Estate Agent in Santa Clara County receives frequent calls from an executor, administrator, and/or successor trustee, also referred to as an estate representative or representative of an estate, who do not understand the importance of hiring a trained and experienced Probate Real Estate Agent. What Questions to Ask a Probate Real Estate Agent? In probate and trust estates, most people don’t know what questions to ask. This is not an issue if they hire an experienced Probate Real Estate Agent, also referred to as a Certified Probate Real Estate Specialist, or CPRE ..read more

Can an Executor or Administrator of an estate with Full Authority under the Independent Administration of Estates Act (“IAEA”) Sell a Probate Home without a Realtor or represent the estate without hiring an attorney? In general, the short answer is, yes. When a party to a probate court action represents themselves, in the example illustrated in this post, it would be the executor of the estate, in Pro Se which is Latin for “in one’s own behalf.” If people are fighting or disputing over the estate, an estate representative acting Pro Se may not work. It is likely that someone will object, and t ..read more

Certified Probate Real Estate Specialist Kathleen Daniels explains why it is important for an executor, administrator, and/or successor trustee, also referred to as an estate representative or personal representative of an estate to exercise prudence in who they hire to sell a home. What Questions to Ask a Certified Probate Real Estate Specialist? From the many calls we receive each week, estate representatives do not understand the importance of hiring a trained and experienced Probate Real Estate Specialist. In probate and trust estates, most people don’t know what questions to ask. This is ..read more

Certified Probate Real Estate Specialist Kathleen Daniels explains why it is important for an executor, administrator, and/or successor trustee, also referred to as an estate representative or personal representative of an estate to exercise prudence in who they hire to sell a home. What Questions to Ask a Certified Probate Real Estate Specialist? From the many calls we receive each week, estate representatives do not understand the importance of hiring a trained and experienced Probate Real Estate Specialist. In probate and trust estates, most people don’t know what questions to ask. This is ..read more

Can an Executor or Administrator of an estate with Full Authority under the Independent Administration of Estates Act (“IAEA”) Sell a Probate Home without a Realtor or represent the estate without hiring an attorney? In general, the short answer is, yes. When a party to a probate court action represents themselves, in the example illustrated in this post, it would be the executor of the estate, in Pro Se which is Latin for “in one’s own behalf.” If people are fighting or disputing over the estate, an estate representative acting Pro Se may not work. It is likely that someone will object, and t ..read more