Inheriting a house comes with a mix of gratitude and grief, along with a slew of questions and decisions.
If you're an executor, administrator, or trustee who has just stepped into the role of managing inherited property, you might be wondering, 'What do I do now?' You're not alone.
In this essential video, we provide a clear, step-by-step guide to navigating the initial stages of inheriting a house, from understanding probate documents to effective property management.
Whether you're new to this role or looking for a refresher, our video is packed with actionable advice to help you manage your inherited property with confidence.
Don't forget to 'like' this video, subscribe to our channel, and hit the bell button to stay updated with our weekly guides designed to empower you in your role.
00:00 Intro
01:19 Gather important documents
01:37 Determine ownership
02:00 Evaluate the property
02:19 Decide what to do
03:02 Addressing legal and financial aspects
03:42 Property management
04:00 Tax implications
04:31 Emotional considerations
04:48 Outro
Here at Horizon Real Estate we care about helping you, as the estate executor, administrator or trustee. We want you to feel comfortable throughout the probate process, and to help you get the most money quickly from your estate house or trust property.
Kim Ward DRE#01218310
Ashlie Rivera DRE#02042935
Advisors@ProbateAndTrustHelp.com
619.741.0111
___________________________________________________________________________________
Have a probate house or house in a trust and need guidance on how to prepare and sell? Think of this channel as your real estate resource.
If you’re an executor or administrator and want a free copy of my book "What To Do When You’re Responsible For Real Estate A Loved One Leaves Behind" Or, if you’re a trustee and want a free copy of "Exactly What To Expect As Trustee For Real Estate A Loved One Leaves Behind" simply call my office at 619-741-0111.@
I’m a full time REALTOR in San Diego, California with Horizon Real Estate. I’m an expert at helping executors, administrators and trustees with probate houses and houses in a trust. A wife, mom to three grown sons and a daughter, plus She-she (that’s my grandma name) to the two cutest, smartest and busiest kids.
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I am NOT a lawyer or tax professional. The presentations reflect my own understanding of the underlying subjects. However, the presentation is based on my professional experience in the field of real estate. The information contained herein should NOT be used as a substitute for the advice of an appropriately qualified and licensed attorney, tax professional or contracted real estate agent/broker. The information provided here is for informational purposes only. You should consult with a professional to seek legal advice regarding your exact circumstances.
If you want to talk with me about San Diego real estate, fell comfortable calling me at 619-741-0111 @@@@or email me at KimWard@ProbateAndTrustHelp.com
California DRE license #01218310