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10 Things the Realtor Should Provide to the Trustee or Executor

As a fiduciary (trustee, executor, administrator, personal representative, power of attorney or attorney in fact) you should have a professional Realtor working for you.  While the Realtor should do many things here are a list of 10 to keep in mind.

10 THINGS YOUR REALTOR SHOULD PROVIDE TO THE FIDUCIARY

1) Market Analysis Report in writing
2) Use probate Listing Agreement (C.A.R. Form)
3) Written marketing Plan
4) Keep detailed log of all marketing efforts and offers
5) Use of Probate Sales form (C.A.R. Form)
6) Fax/email agreement to attorney once fully signed
7) Title company information to attorney when escrow opened
8) At least 20 (or 45 – trust) days for escrow unless discussed beforehand
9) Final closing statement to attorney
10) Plus, everything they would do for a non-probate client!

Let’s talk about your case.  -John

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10.0John Bernard Palley
Wealth Counsel Member
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