Trust & Estate Real Estate Services

Our Trust & Estate Real Estate team are experienced and compassionate real estate agents who specialize in helping families and individuals navigate the complexities of trust and estate real estate transactions. Our services include assisting with the sale of inherited properties, managing properties in trust, and providing guidance and support throughout the probate process. We understand that these transactions can be emotional and challenging, and we are here to provide personalized and expert guidance every step of the way. Our team has extensive knowledge and expertise in the unique legal and financial considerations involved in trust and estate services, and we work closely with attorneys, financial advisors, and other professionals to ensure that our clients' needs are met. At Utah's Real Estate Advocates, we are committed to making your trust and estate experience as smooth and stress-free as possible.



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.

Sale of Inherited Properties

We assist clients in selling a property that has been inherited from a loved one. We understand that this can be an emotional and challenging process, and we are here to provide expert guidance and support. We will help our clients navigate the legal and financial aspects of the transaction, such as determining the fair market value of the property, managing any necessary repairs or renovations, and maximizing the value of the home.

Management of Properties in Trust

Our team can assist with the management of properties that are held in trust. We will work closely with the trustee to ensure that the property is properly maintained and managed, and that any necessary repairs or renovations are completed in a timely manner. We can also help the trustee navigate the legal and financial aspects of managing a property in trust, such as dealing with property taxes, insurance, and tenant issues.

Education & Advice

As a Trustees or Executor of an Estate, you have a fiduciary duty to the Trustor or Decedent and the beneficiaries. Our team can provide guidance and support throughout the probate process. We understand that this can be a complex and overwhelming process, and we are here to help our clients navigate it with ease. We can assist with everything from determining the value of the estate's real estate assets to coordinating with attorneys and other professionals involved in the probate process. 

Relocation Services

We recognize that there may be cases when a surviving spouse wishes to move out of the home or when a beneficiary wants to purchase the inherited property. In these situations, we can help with the transition and coordinate with movers, cleaners, and other service providers as needed. Throughout the entire process, we will offer guidance and support to ensure all parties are protected and the family's goals are accomplished. We will also ensure that all necessary documentation and due diligence are completed to ensure a smooth and successful transaction.

Emotional & Administrative Support

Since dealing with the sale of a loved one's property can be emotionally difficult, our team has been trained to navigate the emotions of beneficiaries and family members with sensitivity and compassion alleviating concerns and preventing misunderstandings. One of the ways we do this is by providing clear and transparent communication. We can keep all parties informed throughout the process, explaining the timelines, requirements, and potential outcomes in a clear and concise manner. Our team also provides guidance on managing the expectations of beneficiaries and family members. We can offer recommendations on how to effectively communicate with family members to set realistic expectations and to address any concerns or objections that may arise during the sale of the property.

Access to Our Extensive Network

We have an extensive network of professionals with whom we have worked closely, including attorneys, financial advisors, and other professionals involved in the trust and estate administration process. We can provide referrals to other trusted real estate professionals such as property appraisals, repairs and maintenance, and estate liquidation. Also, if the trust or estate has properties in other states or countries, we can help coordinate the sale of each of these properties with our extended agent network so you'll have a trusted local expert in each of the properties locations managing its sale. 

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.

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