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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 home.
The successor trustee first contacted Kathleen in January 2024. Many things needed to be done before the home was ready to list for sale. From our experience, it typically takes several months to empty family homes before renovations, if any can begin.
We then complete inspections, have it professionally cleaned, do some light staging, get photos taken, and then start on the marketing. It is our best practice to have all required disclosures available at the time a home is listed. Buyers need this information to make informed buying decisions.
This West San Jose home is now available for new owners. The family home built in 1955 is on a tree-lined street in the sought-after Strawberry Park neighborhood.
This 3-bedroom, 1-bathroom, 1100-square-foot home features a newly renovated kitchen with recessed lighting, laminate flooring, cabinetry, and stainless-steel appliances, including a refrigerator.
The living room has a wood-burning fireplace. A dual-pane sliding glass door provides natural light and access to the backyard, the perfect place to gather with family and friends.
Plumbing upgrades include: An under-the-house re-pipe project was completed in May 2024. A new furnace was installed and the entire drain system under the home was replaced, with permits in 2019.
TLC is needed to restore the original hardwood floors. Bring your vision and personal touches to the bedrooms and bathroom.
Centrally located in West San Jose and close access to Saratoga Avenue and Interstate 280, 880, and 85.
Moreland School District
Easterbrook Discovery, Moreland Middle, Prospect High School.
The seller has completed pre-sale inspections, and all disclosures are available for review.
No Public Open Houses.
The offer deadline is set for Wednesday, May 29, 2024, by 5:00 pm.
Successor Trustee Definition
A Successor Trustee could be responsible for the Trust if the creator of the trust is unable to make decisions. The Successor Trustee is the person named in the trust to administer the Trust after the creator of the trust dies. The powers and responsibilities are granted in the trust document.
Successor Trustee Hires Kathleen Daniels
Preemptive Offers
It is our best practice when listing a home to keep it on the market for one week and set an offer deadline. This casts and wide and deep marketing net providing an opportunity for many buyers to see the home. In a market with low inventory and high demand, it just makes sense for a seller to want many qualified buyers to see the home. This increases the likelihood of receiving multiple offers and the home selling for more than asking. If a seller accepts a preemptive offer on the first day the home is on the market, how will they know that offer is the highest and best offer?
Who can blame people looking for an opportunity to buy a home without competing with other buyers? For agents looking to double-end the transaction and a seller not knowing any better, that would be a perfect situation for the buyer and the listing agent. But would it be the best thing for the seller? In most cases, Kathleen does not believe so. There may be a rare exception however, as a matter of sound business practice she does not engage in a dual agency or preemptive offers.
Certified Probate Real Estate Specialist
We are specialists in probate real estate sales. That means selling probate homes, selling property in a trust, and property under conservatorship. Over the years we have helped many executors and successor trustees sell homes.
Understanding the challenges people face, we know a higher level of service is needed when representing an estate. That is why we focus on high-touch service versus a high volume of sales.
Experience does make a difference! Kathleen Daniels is a Certified Probate Real Estate Specialist (“CPRES”) and certified in Professional Fiduciary Management for Trustees. She has extensive probate Realtor training. The core of her business is probate real estate sales and working with successor trustees selling properties with titles held in the family trust.
The number of clients we work with is limited to ensure we can provide all clients with the highest level of representation. Working with out-of-state and out-of-area clients requires more time.
If you are a successor trustee and need help, call Certified Probate Real Estate Specialist, Kathleen Daniels. She can be reached at 408-972-1822, or contact us and request a consultation.