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San Jose & Santa Clara County Probate & Trust Real Estate Specialists

Kathleen Daniels, Real Estate Broker Realtor®
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You are here: Home / Archives for Trust Estates / Family Trusts

Cambrian San Jose Home Sold | Anatomy of the Sale

June 22, 2025 By Kathleen Daniels

Listing this Cambrian San Jose home was strategically timed following the passing of the family matriarch. As the daughter and Successor Trustee of the family trust, significant efforts were required Continue Reading

Filed Under: Cambrian San Jose, Family Trusts, Fiduciary Duties, Living Trust, selling house in a trust, selling property in a trust, Successor Trustee, Trust Estates Tagged With: Cambrian Park, Cambrian San Jose home, Cambrian San Jose home for sale, Certified Probate Real Estate Specialist, independent broker, Kathleen Daniels, selling a home in a trust after death, selling a house in a trust, successor trustee, Successor Trustee Fiduciary Duties

2844 Via Carmen San Jose CA 95124 | Cambrian San Jose

May 21, 2025 By Kathleen Daniels

Nestled in the highly sought-after Cambrian San Jose neighborhood, this 3-bedroom, 2-bathroom home has warmth and charm. With 1,506 square feet of living space, the thoughtfully crafted layout Continue Reading

Filed Under: Cambrian San Jose, Family Trusts, Home for Sale, Living Trust, Selling a Home, selling house in a trust, selling property in a trust, Successor Trustee, Trust Estates Tagged With: Cambrian Park, Cambrian San Jose home, Cambrian San Jose home for sale, Cambrian Schools, certified trust specialist, independent broker, Kathleen Daniels, selling a house in a trust, successor trustee

Selling a House in a Trust

June 30, 2024 By Kathleen Daniels

Selling a house in a Trust can be daunting depending on how much work needs to be done to prepare the home to sell and who the successor trustee hires. Not all trust estates are alike and real estate Continue Reading

Filed Under: Family Trusts, Living Trust, Selling a Home, selling house in a trust, selling property in a trust, Successor Trustee, Trust Estates Tagged With: Certified Probate Real Estate Specialist, CPRES, Kathleen Daniels, selling a home in a trust after death, selling a house in a trust after death, selling house in a trust, selling property held in living trust after death, selling property in a trust, selling trust real estate, successor trustee, trust estates

3 Bedroom West San Jose Home for Sale | Successor Trustee

May 19, 2024 By Kathleen Daniels

After 49 years, the successor trustee of the family trust is selling the single-story family home in West San Jose. Certified Probate Real Estate Specialist, Kathleen Daniels, was hired to sell the Continue Reading

Filed Under: Beneficiaries, Certified Probate Real Estate Specialist, Estate Representative, Family Trusts, Home for Sale, Living Trust, Probate Real Estate, Selling a Home, selling house in a trust, selling property in a trust, Successor Trustee, Trust Estates Tagged With: Certified Probate Real Estate Specialist, CPRES, family trust, Kathleen Daniels, selling house in a trust, Strawberry Park Neighborhood, successor trustee, West San Jose home

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Specialized Probate Team

Our team speaks the language of probate.

We understand the rules of engagement with the Probate Court and collaborate with the probate attorneys to ensure a smooth transaction.

We offer full service and manage all the details and meet your specific needs pertaining to the sale of the estate, conservatorship or trust’s real property.

Many of our clients live outside of the County of Santa Clara and the State of California. It is not uncommon that we never meet face to face.

Real Estate Broker | REALTOR®

Kathleen Daniels is a licensed California Real Estate Broker certified in probate and trust sales. Her core belief and business religion is that every client deserves to be treated with 100% honesty and transparency.

She has managed a successful real estate business since January 2003.  Clients know Kathleen to speak from her heart and act from her head.

As an Independent Broker, Kathleen has no loyalty to a brokerage. Kathleen is the sole decision-maker for Need Probate Help. She owns the independent power to do things for her clients she got prevented from doing when affiliated with a big box brokerage.

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