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We've established ourselves as experts in providing integrated real estate and contents solutions for executors of estates and their estate administration support (estate lawyers, trust officers, etc.)

Being the Executor for an estate (Estate Trustee) is a considerable responsibility - juggling fiduciary responsibilities, stakeholder communications, beneficiaries, and 10+ professionals in varying industries just to settle the physical assets of the estate (including appraisers, auctioneers, lawyers, real estate agents, and property managers to name a few).  That’s a lot to manage whether you’ve done it before or not. 

 

The good news is we’ve established ourselves as experts in providing estate settlement solutions for executors of estates and their estate administration support (estate lawyers, trust officers, etc.). 

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We are your comprehensive solution for managing physical assets in the custom estate settlement process.

From the moment you assume your role, through understanding the estate, planning and executing the settlement of personal property, to preparing, listing, and closing on the sale of real estate assets, we are with you every step of the way. Our goal is to make the process simple, safe, and seamless for you and, by extension, the stakeholders and beneficiaries you are responsible for.

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Our experts deliver great results in a predictable timeline via our calm and thorough process that keeps you in control.

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We provide certified, probate appraisals including real estate property comparable market analysis and contents appraisals for estate trustees.

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Our experts execute the plan approved by the estate trustee including, but not limited to: ship, sale, donate, etc.

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We plan and manage the execution of all real and personal property activities across everyone involved.

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It's included throughout the project on both our services and managed third party services. We get paid when you do. 

Reach out to us today to learn how our comprehensive real estate solutions and administrative support can assist executors in managing estates with ease and efficiency.

Carmel Trust Management & Real Estate Services, 26362 Carmel Rancho Lane, Carmel, CA 93923

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Tel: 831-335-9000

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Theresa Wan, C.P.A.

email: theresa@carmeltrustmgmt.com

tel: 650-270-8300

Robert Slawinski, Realtor and Appraiser

email: rob@slawinski.com

tel: 408-505-0708

© 2024 by Carmel Trust Management & Reals Estate Services

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