Trust & Estate Real Estate Services

Navigating inherited properties, probate, or property held in a trust can feel overwhelming—especially during times of loss or transition. That’s where we come in.

 

At Utah’s Real Estate Advocates, our dedicated Trust & Estate team specializes in guiding families through complex real estate transactions with empathy, clarity, and legal awareness. Whether you’re selling an inherited home, managing real estate held in a trust, or navigating probate court, we provide step-by-step support to make the process as smooth and stress-free as possible.

 

We coordinate with attorneys, financial advisors, and fiduciaries to ensure your decisions are legally sound and financially smart. Our goal is to help you preserve family harmony, protect assets, and close with confidence—no matter how complicated the situation.

 

 

Trust & Estate Real Estate Services

Our Trust & Estate Real Estate Services team specializes in providing expert guidance and support to clients dealing with managing a trust or a probate estate. We are committed to providing personalized, compassionate service experience.

Person holding a small model house symbolizing inherited property transfer

Selling an Inherited Property with Confidence

Inheriting a home from a loved one can be both a blessing and a burden. The emotional weight, combined with legal and financial complexities, can make the process overwhelming.
 

At Utah’s Real Estate Advocates, we specialize in helping families sell inherited homes with clarity, care, and confidence. From determining the fair market value to navigating probate or trust requirements, we handle the details so you don’t have to.

We coordinate repairs, renovations, and paperwork—maximizing your property’s value while ensuring a smooth, respectful transition. Whether you’re local or managing the estate from out of state, our trusted team is here to protect your interests every step of the way.

Professional handshake over trust agreement documents

Management of Properties 
in Trust

Managing a property held in trust comes with unique legal and financial responsibilities. Our team works directly with trustees, attorneys, and beneficiaries to ensure everything is handled correctly. We coordinate repairs, tenant matters, tax and insurance issues, and ensure the property is maintained and protected throughout the trust administration process. Whether you’re local or managing the trust from out of state, we simplify every step and protect the value of the estate.

Estate planning team meeting and reviewing legal documents together

Education & Advice

As a Trustee or Executor of an Estate, you carry a fiduciary duty to both the Trustor (or Decedent) and the beneficiaries. Our team provides expert guidance and compassionate support throughout the probate process. We understand how complex and overwhelming this responsibility can be, and we’re here to make it easier. From determining estate property value to navigating court requirements and coordinating with attorneys, we ensure you’re never alone during this critical time.

Person moving boxes with a dolly in a home interior setting

Relocation Services

When a surviving spouse or beneficiary needs to move or sell an inherited property, our team is here to help with every detail. We coordinate trusted movers, cleaners, and service providers to ease the transition. Whether you’re relocating locally or from out of state, we ensure that all documentation, timelines, and logistics are handled with care—so you can focus on what matters most.

Paper cutout figures holding hands symbolizing support and unity

Emotional & Administrative Support

Navigating the sale of a loved one’s home can be emotionally overwhelming. Our experienced team is trained to support families with compassion and clarity. We help manage the expectations of beneficiaries, avoid miscommunications, and provide consistent updates throughout the entire process. From timelines to legal requirements, we keep everyone informed and aligned. We also offer tips for communicating effectively with family members—setting realistic expectations and resolving concerns with empathy and professionalism.

Hand holding a glass globe symbolizing global and professional connections

Access to Our Extensive Network

We bring decades of relationships with a trusted network of estate professionals—attorneys, financial advisors, appraisers, contractors, and estate liquidation experts. Whether your estate spans cities, states, or countries, we can coordinate sales with our local partners to ensure each property is managed with care. This network gives our clients peace of mind knowing every detail is handled by experienced professionals who specialize in trust and estate property transitions.

Certified Probate Real Estate Specialist

Nathan Holt is a REALTOR® and a Certified Probate Real Estate Specialist (CPRES) with a deep understanding of the probate process and the legal and financial aspects of probate real estate transactions. With his specialized training and expertise, Nathan and his team are able to navigate the complexities involved in selling property that is part of an estate and to provide compassionate support to his clients during a difficult time. He works closely with executors, administrators, attorneys, and other professionals involved in the probate process to ensure that the sale of the property is handled smoothly and efficiently. Our team is committed to providing personalized and expert guidance to our clients making the probate real estate transaction process as stress-free as possible.

Portrait of Nathan Holt, Certified Probate Real Estate Specialist (CPRES) with Treasured Properties

Contact Our Trust & Estate Team

Are you Trustee
Are you Executor
Are you Beneficiary
Family Member
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