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Kathleen Daniels, Independent Real Estate Broker
Probate, Trust & Conservatorship Real Estate Sales
San Jose & Santa Clara County, California
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You are here: Home / Sales Activity / Santa Clara County Probate Sales Activity July 2018

Santa Clara County Probate Sales Activity July 2018

August 7, 2018 By Kathleen Daniels

This probate sales activity report includes probate and trust sales in Santa Clara County in July 2018. This report is comprised of statistical data from June 1, 2018, through June 30, 2018, extracted from our local Multiple Listing Service (“MLS”) as of August 1, 2018. The data includes single family homes, condominiums, and townhouses and may not include “off-market” sales.

Probate & Trust Sales Activity July 2018

  • 10 Active properties for sale
    • All single-family homes
    • 8 probate sales
    • 2 trust sales
  • 10 Pending sales (Under Contract)
    • All single family homes
    • All probate sales
  • 6 Sold Homes
    • All single family homes
    • All probate sales

The highest price home sold was a single family home located in Sunnyvale 94087. The home has 3 bedrooms, 2 bathrooms, approximately 1,121 square feet of living space and a 6,377 square foot lot. The home was 60 years old. It listed on May 2, 2018. List price $1,700,888. On June 1, 2018, the MLS reported pending status. On July 6, 2018, it was reported sold. The final sales price reported was $1,600,000. The sale did require court confirmation. Four offers were received. The buyer had conventional financing.

The lowest price home sold was a single-family home in San Jose 95116. It has 2 bedrooms, 1 bathroom, and approximately 1,024 square feet of living space and a 5,720 square foot lot. The property was marketed as a “fixer”. It listed on June 13, 2018, at a list price of $510,000. On June 26, 2018, the MLS status was changed to pending. On July 3, 2018, the status changed to sold. The final sales price was $701,000. There were 22 offers received. It was a cash sale. Court confirmation was not required.

Courtroom Interior

There are only two trust properties listed for sale in July 2018. Creating estate planning documents, having a trust and funding the trust with assets such as real property means one can avoid probate and a conservatorship.

I see what families go through during the probate process.  It can take up to a year or longer to administer and close an estate. The process is under the supervision of the court. In most cases, it also means there is an attorney involved and the estate pays the fees allowed by law.

When assets are held in trust, probate is avoided and so is the court’s supervision. That is why I believe having a trust is among the best gifts we can leave behind. Paying an attorney to create estate planning documents saves costly probate fees. It also helps whoever is managing our estate to have all the necessary documents in order which makes administering the trust much easier.

While many aspects of probate sales may be similar to a non-probate sale of real property, a personal representative is well advised to seek a qualified real estate agent to represent them in the sale of a probate and trust home. We live in a highly specialized world today. Hiring a Certified Probate Agent is just as important as hiring an attorney who specializes in probate.

If you need an attorney who specializes in Probate I am happy to recommend one. If you already have an attorney and simply need help with selling property in probate or trust then give me a call. I may be reached at my office at 408.972.1822 or on my cell at 408.499.8751. If you prefer, you may request a consultation. We’re here to help.

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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’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.

Independent Real Estate Broker

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 firm.

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