Trust & Estate Property
Fiduciary oversight of trust, estate and conservatorship property
The house is often the largest asset in a trust or estate. As trustee, executor or conservator, I manage, prepare and sell property through the trust or court process, with real estate know-how behind every decision.
Kristie Carter, NCGCalifornia Licensed Professional FiduciaryCentral Coast, California
Selling property as the fiduciary
Trust property sales
Before a trust sells a home, the trustee needs a sound value, a plan for repairs or cleanout, and clear communication with beneficiaries. As trustee, I oversee each step, work with the listing agent and escrow, and document the decision in the trust accounting.
Trustee home sales
When the trust says the house must be sold, I prepare it, decide on timing with the beneficiaries' interests in mind, review offers as trustee, and keep everyone informed so there are no surprises at closing.
Probate real estate
Some probate sales need court confirmation. Others can go forward under the Independent Administration of Estates Act with notice to the heirs. Your attorney chooses the path; as executor or administrator, I handle the property side.
Conservatorship real estate
Selling a conservatee's home has extra rules, including court approval in many cases. As conservator of the estate, I coordinate with the conservatorship attorney and the court so the sale is done properly and in the conservatee's best interest.
Caring for property
Estate property management
A vacant house needs attention: insurance, utilities, security, repairs, and sometimes tenants. As fiduciary, I look after trust and estate property until it is distributed or sold.
Disclosure comes first
When I serve as fiduciary on a matter, any potential conflict of interest is disclosed in writing and handled under 16 CCR 4476. My duty to the trust, estate or conservatee always comes first.
Common questions
Can a trustee sell a house in California without court approval?
Often yes, if the trust gives the trustee that power. Beneficiaries should be kept informed. Your attorney can confirm what your trust allows.
Do you act as the real estate agent on the sale?
No. As trustee, executor or conservator, I oversee the sale, work with the listing agent and the attorney, and protect the beneficiaries' interests.
Fees
Hourly fees range from $200 to $275. My full written fee schedule is provided free on request. Call 805.235.4499 or email kristie@kristiecarter.com.
Trustee fees are paid from the trust as the trust and California law allow (Probate Code 15681) and are shown in the trust accounting. In conservatorships, the court reviews and approves fees (Probate Code 2640 to 2645).
Talk with Kristie
The first call is a chance to ask questions and see if I'm the right fit for your family, your trust or your case.
Serving San Luis Obispo County and Santa Barbara County, Central Coast, California.
Please don't email account numbers, Social Security numbers or medical details. We can go over those in person.