Real Estate Planning
As a real estate planner, I help buyers and sellers build, protect, and transfer wealth through real estate. I am passionate about what I do. I get joy from helping my clients through life's journey when it comes to real estate. If you are looking to buy a property, sell or property, if you are a trustee of a trust, inherited a property, looking to downsize your current living situation, looking to help your aging loved ones relocate or age in place, going through probate, going through divorce, looking to minimize your tax liability, and or looking to diversify your assets, I'm here to serve.
Sell as is (do nothing)
Pros: Easy, Fast
Cons: May not procure the highest price
Renovate/repair
Pros: Likely to procure a higher price
Cons: Cost of time and money in repairs and coordination
Renovate/repair with our vendors and coordination
Pros: efficient, proven track record, ensuring the work will be done as expected, stress-free renovation, a clear scope of work and pricing
Cons: Cost of repairs, the payment goes to the vendor
Click here if you would like to see our renovation projects.
Easy button: we’ll give you a cash price and a short close with no contingencies which will take you to close within 20 days* and with no stress
Pros: easy, quick, stress-free. “It’s easy”
Cons: You will net less than if you went on the market
Consultation- create a real estate plan to help you reach your current and future goals. Well, ask a series of questions to help yourself discover the best route for you and your family.
Create a plan to prepare the property to attract the most buyers.
If repair or renovation work is needed, together we will define a scope of work, determine the cost of repairs, and calculate the after-repair value(ARV) so you can decide which investments will bring the greatest return.
Develop a calendar of pre-market activities and coordinate vendors.
Share data and current activity levels in your neighborhood so that you can determine a price that will be attractive to the market.
Provide you with an equity analysis so that you can understand your net proceeds.
Provide you with a capital gains liability assessment.
We will order a preliminary title report and have it available for all buyers, ahead of time.
Will assist you in completing the seller’s disclosure statement and share will all prospective buyers so that they know what their buying and remove the contingency.
If a condo/townhouse we will order the condo documents in advance so that the buyer can not cancel later when they get it.
If Single a family home we will order the survey to bring clarity to any encroachments and if so we will work towards remedying the encroachment issues.
Pull building permits to validate the legality of improvements.
Upload your listing in the Multiple Listing System (MLS) as a (coming soon) for up to 30 days.
We will post your property on over 350 of the most popular real estate search websites and all major local website
Go live on the market- Switch MLS listing from coming soon to active listing
You will be notified via email or phone for each showing, date, and time. Obtain feedback from potential buyers
We will:
Conduct thorough due diligence with the buyer’s agent so that we will uncover the real motivations of the buyer, the relationship between buyer and agent, the buyer’s experience level, and ultimately buyer’s desire to close on this transaction.
Conduct due diligence with the lender so we can understand the buyer’s financial ability to close the transaction.
Present to you all offers with their individual strengths and weaknesses.
Upon review, we will contact the top several offers and determine if the buyers are willing to improve their offers.
Allow you to select which buyer you would like to work with.
Draft counter offer designed to put you in a stronger position and increase the likelihood of closing.
Once the buyer signs a counter offer we will ensure we receive the buyer’s initial deposit and open escrow.
Well, coordinate home inspection so that you don’t have to.
If credit requests arrive, we will guide you through your options.
Options
Accept the credit and concession request.
Reject the credit and concession request.
Negotiate the credit and concession requests.
Well, negotiate with the buyer’s agent, in your best interest all buyer’s credit requests as you have agreed.
Once agreed will ensure the buyer delivers his second deposit and moves toward closing.
Will obtain buyer’s acceptance of the following: Title report, seller disclosure statement, condo/association documents, and/or survey.
Coordinate the termite inspection and assist you with any remedy required.
Will attend the final walkthrough to ensure the buyer’s satisfaction that they will be signing closing documents.
Will attend and support you on the day of signing to answer any questions you may have and collect all the keys.
Celebrate your success!
*If property qualifies
If you are seeking to find your first home or build your portfolio, you’ll want a local expert to guide you through this ever-changing and often challenging process. With 15 years of experience helping over 300 buyers find and secure their dream homes, we’ve learned the best practices for purchasing real estate. From local market knowledge and a respected position in the industry, we have been able to find homes that aren’t on the market as well as advocate for our buyers while in escrow. Our high-level due diligence process provides confidence for our buyers when considering the largest asset they will purchase. There are 7 ways a buyer can legally protect themselves and cancel a contract when they identify an issue that is non-negotiable. The first step is to understand the 14-page legally binding contract. OurTeam provides free Home Buying classes that bring clarity to the process, the issues to consider and avoid as well as negotiating strategies that allow our clients to “Win” the home of their dreams in this highly competitive market. If you’d like to schedule a free home buying class click here and we will reach out to you. We want to know what matters most to you.
When a loved one’s home doesn’t work well for them anymore, we start to look for options. It could be due to a health incident, physical or mental challenges, or it could be due to a loss of a lifelong partner. This season of life is the most stressful and unknown to all involved. Where do we go? What are the options? How much does it cost? How do I get there? We come up with a plan and give solutions.
We help families in transition to a safer, more manageable environment. We have helped many people safely transition to a more comfortable and appropriate home. It starts with first identifying the best location for the older adult and making sure they will be comfortable in their new home.
Once we identify the location and room, we go in and measure the interior space so we can start the floor plan process. With a measured grid, we can now plan how we want to position the large furniture and all other personal items knowing where the outlets and switches are located. This process has multiple benefits. One is to make the transition smooth, easy, and stress-free. Two, it’s a psychological and emotional process that enhances the journey and allows the older adult to release the hold of their lifetime of treasures. Three, it allows the older adult to have the clarity of a proven process that many have appreciated. Finally, once the older adult accepts, understands, and embraces the process, they move forward toward their goal with our support.
Once the owner has moved and has everything they need, we go back into the home and remove all unwanted items to start the process of preparing the property for sale. If the owner wishes to have items on the property repaired or cleaned, we have our vendors provide written estimates that the owner can approve based on a clear scope of work. Once approved, our Listing Team manages the process to ensure that the work is completed as specified in the written estimate. Upon final walk-through and approval from the owner, only then do we suggest final payment to the vendor. Repair work financing can be available if needed. Our goal is to protect the owner with our trusted, proven, and insured vendors. Once the home is ready for sale our listing team coordinates the staging, photography, and marketing.
If you would like to know more of how we can help please contact us today.
❏ Take care of yourself and family
❏ Seek advice from CPA, financial planner, estate attorney, insurance
❏ Death certificate, Trust documents, Trustors mailing address
❏ Obtain EIN number
❏ Obtain Trust certificate
❏ Notify beneficiaries
❏ Control assets in the home
❏ Contact Trustors employee benefit provider and social security department
❏ Time of death appraisal
No trust = Probate
Probate can be a complex and overwhelming process, especially for those who are grieving the loss of a loved one. That’s where probate experts come in. These professionals are trained to help guide individuals through the probate process and make it as smooth and stress-free as possible.
When someone passes away, their assets must be distributed according to their wishes as stated in their will or, if they did not leave a will, according to state laws. This process is known as probate.
The probate process can involve a variety of tasks, such as identifying and inventorying the deceased’s assets, paying outstanding debts and taxes, and distributing the remaining assets to beneficiaries. It can be a time-consuming and emotionally draining process, especially for those who are already dealing with the loss of a loved one.
That’s where probate experts come in. These professionals are typically attorneys, accountants, or financial advisors who have specialized knowledge and experience in the probate process. They can help individuals navigate the legal and financial complexities of probate and ensure that the process is carried out efficiently and effectively.
One of the main benefits of working with a probate expert is that they can help alleviate some of the stress and burden associated with the probate process. They can handle the legal and financial details, freeing up the individual to focus on their own well-being and that of their loved ones.
Probate experts can also help protect the interests of the beneficiaries. They can ensure that the deceased’s wishes are carried out according to the terms of their will and that the distribution of assets is fair and equitable.
In addition to providing guidance and support during the probate process, probate experts can also help individuals plan for the future. They can assist with estate planning, including the creation of wills and trusts, to ensure that an individual’s assets are distributed according to their wishes after they pass away.
In summary, probate experts are trained professionals who can help individuals navigate the complex and often overwhelming probate process. They can alleviate some of the stress and the burden associated with the process, protect the interests of beneficiaries and help individuals plan for the future.
First and foremost, we want to understand your goals. After we discover your goals, we then analyze your real estate portfolio in order to help you grasp the value of your real estate. By looking at capital gains taxes, cost basis, possible sale prices, and tax consequences, we create strategies for you that minimize capital gains taxes and help you build and transfer wealth to your family for generations to come. Contact us to create your custom real estate plan, it’s free!
What Can a Real Estate Plan Do For Individuals and Families?
We can assist in the sale of properties during a divorce.
This time can be very emotional and hard for some.
We have the skills to help you through this process.
We work with family law attorneys to help get the job done.
Contact us today if you need help selling a property during a divorce.
