Janis was in a difficult probate situation in selling a property that had not been taken care of. The house was a mess and Janis was worried about how she was going to sell a home in bad condition. So she called Kim to help with the process. Kim Ward made the experience simple and…
Andrea needed help selling a home in San Diego California but she lives in New York state. She did not have any experience selling a home in California while living in another state. So she contacted Horizon Real Estate to help with the process. Kim Ward made the experience simple and easy for Andrea. Do…
San Diego Probate Property Sale – Case Study The Challenge Janis was appointed as the estate representative for her Uncle’s estate which included three houses on one San Diego lot. Janis’ attorney recommended Horizon Real Estate because of the help that her clients had experienced through probate and trust administration sales. An initial consultation meeting…
There are several factors that go into How the Value of Estate Real Property is Determined. The #1 consideration of determining property value is condition of the property and premises; #2 is location and neighborhood, and the third is recent sales prices of comparable property values within half a mile of the estate property. The…
This is a guide of 10 basic ideas that provide the executor or trust administrator with practical information about property inheritance. Everyone has personal belongings such as baby pictures, a favorite afghan or a casserole dish that hold memories for them and their family members. Passing on to family members these treasured items can be…
CASE STUDY PROBATE AND TRUST HELP The Challenge The brother of Susan and Bill passed away in 2010 leaving a condominium near UCSD and his personal property to the two of them and another sibling. Susan and Bill were appointed as co-administrators of the estate, which had to go through probate. Their attorney, Cheryl Tannenberg,…
To view a 45 second video of Jacquie Clites, click on her name in the above title: Jacquie is an attorney in San Diego. She was introduced to Kim by Attorney Rod Herring. Kim and Jacquie worked together by assisting estate representatives with trust and probate. When it was time for Jacquie to buy her…
Case Study – Real Estate Trustee The Challenge Nancy, who lives in Atlanta, Ga., was appointed real estate trustee for her aging aunt’s trust. The trust included her aunt’s personal property and a home in San Diego. When her aunt passed away, she was notified of the death by attorney Charles Scott and shortly…
The third in a series about Questions to Ask a Real Estate Agent Lastly, determine the specific arrangements with the real estate agent, financial and otherwise. How much do you charge? Don’t ask if their fee is negotiable because ALL real estate fees are negotiable. Typically, real estate agents charge a percentage, from 2.5% to…
