selling house in a trust Archives - San Jose & Santa Clara County Probate & Trust Real Estate Specialists

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

Successor Trustee | Selling Property in a Trust

March 31, 2024 By Kathleen Daniels

In January 2024, we consulted with the Successor Trustee of their Mother's Living Trust. The successor of trustee had vetted Kathleen Daniels before the consultation and was ready to move to the next Continue Reading

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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.