Probate & Trusts

Managing the sale of real estate assets during probate or within a family trust settlement demands specialized knowledge and sensitivity. Dana Ehrlich is here to navigate these complexities right by your side. 

Our Probate and Trust Sale Services Provide:

Respectful Estate Management: Understanding the emotional weight of these situations, we handle all aspects with the utmost sensitivity and respect.

In-Depth Knowledge of the Process: We work hand-in-hand with your attorney to guide you through the court procedures and estate settlement process.

Efficient Property Valuation: Utilizing a comprehensive market analysis approach, we provide complimentary valuation reports, including date of death property valuation.

Coordination with Legal Professionals: We work closely with your attorneys to streamline the transaction, facilitating clear communication and timely progress.

Efficient Management: Handling all aspects of property sales, from valuation to marketing, we strive to maximize returns for beneficiaries.

Selling Options: Understanding that a quick sale and maximizing equity for the beneficiaries are equally as important factors, we offer multiple selling choices. 

Compassionate Support: Recognizing the emotional challenges during such times, we offer a compassionate approach, respecting your family's needs and wishes.

Our goal is to alleviate the burden during challenging times, providing you with peace of mind and optimal outcomes.

Trust us to manage the details, so you can focus on what matters most.

FAQS

How do I know which senior living option is right for me or my parent?

Choosing the right community depends on factors such as lifestyle preferences, level of care needed, and budget. We work hand-in-hand with the best senior placement agents in Los Angeles who can do a comprehensive needs assessment to understand your unique situation and recommend the best fit—whether it’s an active 55+ community, independent living, assisted living, memory care, or a skilled nursing facility.

What are the costs associated with senior living, and are there financial assistance options?

Senior living costs vary widely based on the level of care, location, and amenities. We help you understand pricing structures, explore funding options (i.e. veterans’ benefits, long-term care insurance, and home equity), and plan for future care needs, ensuring you make a financially informed decision.

Can we tour senior living communities before making a decision?

Absolutely! Our senior placement agent will arrange personalized community tours so you can experience the environment firsthand, meet staff and residents, and ask questions. These visits help ensure the community aligns with your expectations for comfort, care, and lifestyle.

How do I decide what to keep and what to let go of?

A good rule of thumb is to keep what you use, love, or truly need. Consider the size of your next home, sentimental value, and practicality. Downsizing professionals and estate organizers can help!

What are my options if I don’t want to sell my home right away?

There are alternatives, such as renting, selling with a leaseback, or accessing home equity to fund your next move. I can help you explore solutions that fit your needs.

How do I handle a lifetime of belongings without feeling overwhelmed?

Start small—one room at a time. Break it into categories: Keep, Donate, Gift, or Sell. Enlist family, a professional organizer, or a downsizing specialist for support.

What should I consider when choosing my next home?

Family dynamics can be tricky. Having a neutral third party—like an experienced real estate professional—can help navigate discussions and find a solution that honors everyone’s needs.

What happens if my home needs repairs or updates before selling?

I offer solutions to sell as-is, renovate with no upfront cost, or access competitive cash offers. We’ll assess what makes the most financial sense for you.

How can I get the most value when selling my home?

Proper pricing, strategic marketing, and minor home improvements (if needed) can maximize your return. I specialize in helping seniors sell with minimal stress while getting top dollar.

What are the biggest mistakes to avoid when downsizing?

Waiting too long, underestimating emotional ties, not planning financially, and trying to do it alone. Having the right support system makes the process much smoother.

How do I get started?

Schedule a complimentary planning consultation with me! We’ll discuss your goals, timeline, and options—no pressure, just expert guidance.

Phone : (310) 487-0099

DRE No.: 01402859