Serving as a trustee and need to sell a property?

​Contact Brendan Mohr today for a no-obligation consultation.

• Guidance on your fiduciary responsibilities as successor trustee during a sale
  
• Property valuation and market strategy tailored to trust property in the Sacramento region
  
• Coordination with beneficiaries to keep everyone informed and reduce conflict
  
• Access to a probate and trust services team, including a Licensed Professional Fiduciary and Legal Document Assistant, to help lower administration costs

Unlike a probate sale, a trust sale typically doesn't require court confirmation - the trustee has authority to sell directly under the terms of the trust. That can mean a faster, more private, and less costly process than probate, but it also means the successor trustee carries a fiduciary duty to sell at fair market value and act in the best interest of all beneficiaries. Having an agent who understands that distinction in the Sacramento region, and who documents the process correctly, protects the trustee from disputes down the road.

How Brendan Helps Successor Trustees

Why Trust Sales Are Different

Trust & Successor Trustee Real estate Sales in Sacramento 

​and beyond

​Serving as a successor trustee comes with real responsibility - and selling a trust property the right way protects you as much as it protects the beneficiaries. Brendan Mohr is a CAR Certified Probate & Trust Specialist who works exclusively with trustees navigating the sale of inherited real estate in Sacramento and surrounding counties, including El Dorado, Placer, San Joaquin, Yolo, and Contra Costa.