Inherited Property

Having the responsibility to close out an estate is hard emotionally, physically, and legally. Let me put my experience to work for you to help make the home sale one of the easier parts of your job.

I’ve been a Realtor for over 30 years and have made working with inherited property a specialty. Over the last few years, I have averaged over 14 estates sales a year. I know of no other agent in the market who has worked with more inherited property than me.

I have systems in place to make your job easier. From estate sales and auctions to charitable organizations that will pick up household goods to junk haulers, I know who to call. Once you tell me the family has removed all items they want to keep, I can handle the rest for you.

In many situations, the family decides to sell as is. But if work is needed, whether it is a small handyman job or a complete remodel, I have trusted contractors to call.

My first goal is to understand your family and your unique situation so that we can craft a plan that meets your needs and your timetable. There are different strategies for every situation.

  • Families needing to act quickly vs families that need more time
  • Families under financial distress vs families with significant resources
  • Families where all get along vs families with conflict
  • Beautiful homes vs hoarder homes
  • One heir vs multiple, out of the country or missing heirs
  • When the deceased had no will vs having a will vs having the property in a trust

I’ve done all of these and together we will develop the strategy perfect for your situation.

Last, and very importantly, for every inherited property I work with, I have a local title company run a title search. Usually, all is fine. When there are issues, most are solvable but finding paperwork in an estate can take time. I want to get in front of any problems. Very occasionally, a large issue comes to light and we need to postpone the marketing of the property until it is resolved. The bottom line; I try to anticipate any and all problems in advance so we have a smooth path to settlement.

As a complement to my book pictured below and available for purchase on Amazon, I’ve created a series of videos that I hope will be of value as you work through your estate work.

Of course, I need to issue a disclaimer. I am not an attorney or CPA. Do not take action based just on these videos. Speak to an estate attorney and/or a CPA before deciding which path is best for you. These videos provide general advice. Individual situations vary and laws and customs vary by state and even county. While I can not tell you specifically what to do, I am happy to discuss your personal situation and help you develop a list of questions to ask other professionals. This consultation is at no charge and happy to speak with you even if you are not in Northern Virginia.

Episode 1: Introduction

Episode 2: Who Signs, When Can I Act if Received via a Trust

Episode 3: Who Signs, When Can I Act if Received via a Will

Episode 4: Who Signs, When Can I Act if Received When No Will or Trust Was in Place

Episode 5: Who Signs, When Can I Act if Received via a Transfer on Death Deed

Episode 6: What to Do Early in the Process

Episode 7: Should I Keep It in the Family – Pros and Cons

Episode 8: Should I Rent It – Pros and Cons

Episode 9: Should I sell it – pros and cons

Episode 10: If Selling, Sell to an Investor, or Sell on the Open Market

Episode 11: If on the Open Market, Fix It or Sell As-Is

Blog topics:

Should You Put A Property In A Trust

Mom & Dad are Gone. What About the House?

Capital Gains In An Estate Sale

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