CASE STUDY – The Krattli Family
Trust Administration
James Krattli passed away November 2011 leaving his La Mesa home for the past 50 years in his trust to his three sons.
In March 2013, Mike called his friends Marilyn and Jeff because he needed help with the house. Marilyn was the trustee for her father’s estate.
Mike’s timing was perfect because Marilyn was doing what Mike’s family
needed to do, sell a San Diego county house in a trust.
Mike and his wife Caroline live in the Point Loma area of San Diego. John, Mike’s brother, lives in Simi Valley, California and had been appointed as the trustee of his father’s trust. As a busy attorney, he was counting on Mike to choose a real estate agent to help with the house.
Mike, Caroline and I met at the estate house for a 90 minute Initial Consultation. Shortly thereafter Mike and John chose Horizon Real Estate to represent their legal and financial issues throughout the preparation, marketing and selling their father’s house in La Mesa.
The real work begins!
- Personal Property –After removing their cherished items they needed to liquidate the remaining personal property and decided on an estate sale company.
- Preparation of the Property-Cost-effective recommendations were discussed, including paint the interior, plus the cabinetry in the kitchen and bathrooms. Once completed, the house was cleaned.
- Presentation of the Property-The Horizon Real Estate team staged the living and dining rooms with furniture and decorations, bedrooms with beds, bedding and side tables plus lamps and bathrooms with towels, pictures and vanity decorations.
The conclusion…
The Krattli Family is outrageously happy with the results. The La Mesa three bedroom, two bathroom house with a detached three car garage went on the market at a price of $479,000. Within days multiple offers were received and negotiated for a final sale price of $491,000!
One month later, the house was sold to a new family to enjoy.
John and Mike share their experience working with Kim Ward and the team at Horizon Real Estate…
Kim Ward and her team were highly recommend to us by friends who were in a similar situation, their parents had passed away and they needed to sell the family home.
Kim took us step by step through the listing and selling process. We never thought selling a house could be so easy. Kim directed us on how to prepare the house for sale and her team actually did some staging – we did not know would be included. The house sold quickly for over the asking price. Our family would recommend Kim Ward as a Listing Agent without hesitation.
Do you or someone you know need help preparing, marketing and
selling a San Diego county house in a probate or trust?
It makes sense to choose a San Diego real estate agent, like me, who specializes in San Diego county probate and trust real estate and who understands the intricacies of pricing, marketing and presenting such properties.
Your San Diego agent will represent your financial & legal interests throughout the transaction; being able to understand and explain the process is essential!
Have more questions? We’re always available to answer them.
Our purpose is for you to be comfortable throughout the transaction.
The Horizon Real Estate Team has helped 100’s of executors and administrators with San Diego real estate in probate and trusts.
Call us at 619.741.0111
or
visit our website at
