Trustee for Estate | Selling a Trust Property

As a trustee, you are responsible for managing the complex and sensitive duties of settling your loved one's estate, including addressing legal and tax matters, managing assets like real estate, investments, and valuables, and ensuring family members and beneficiaries are kept informed and comfortable throughout the process. Key tasks include reviewing trust terms, coordinating appraisals, developing an action plan for tax filings, and hiring professionals like legal counsel and a realtor to assist with the sale of any real estate.

A real-life example is shared through Kathy, a trustee who faced the challenges of managing her sister’s estate, including explaining the process to out-of-state beneficiaries, coordinating an estate sale, and preparing the home for sale. She chose Kim Ward’s real estate team in San Diego to handle the property sale, which was a crucial part of settling the estate. Kathy emphasized the importance of working with trusted professionals, keeping beneficiaries informed, and staying calm, which helped her navigate the lengthy and complex process of closing the estate.