Inherited Home Help

Free live sessions on Zoom

Bring Your Inherited Home Questions. Get Real Answers, Live.

Free one hour Zoom sessions with Scott Stollar, C.A.R. Certified Probate and Trust Specialist. Each one tackles one part of inheriting a home in California, and you leave with something built during the session, not just notes.

Thursdays at noon cover what to do with a home you've inherited or are about to. Friday mornings are for long-time owners whose house no longer fits: downsizing, renting it out, helping family, and what the taxes look like for each, timed for year end planning. Every session is 45 minutes of teaching and 15 minutes of open Q&A.

Find my session See every date
  • C.A.R. Certified Probate and Trust Specialist
  • Keller Williams Carlsbad
  • DRE 02136497
Thu, Nov 12 at 12:00 pm PT Clearing Out a Home Without Losing Your Mind Fri, Nov 13 at 10:00 am PT Don't Let Taxes Keep You in the Wrong House: Options for Long-Time Owners Thu, Nov 19 at 12:00 pm PT Selling an Inherited Home in a Trust or Probate: What Actually Happens Thu, Dec 3 at 12:00 pm PT Getting Everyone on the Same Page: How to Navigate Decisions with Co-Owners Fri, Dec 4 at 10:00 am PT Don't Let Taxes Keep You in the Wrong House: Options for Long-Time Owners Thu, Dec 10 at 12:00 pm PT The Buyout Playbook: What It Actually Takes to Buy Out a Co-Owner Thu, Dec 17 at 12:00 pm PT The Part Nobody Talks About: Moving Forward When the Property Comes with Grief Thu, Jan 14 at 12:00 pm PT What You Actually Keep: Stepped-Up Basis, Capital Gains, and Your Bottom Line Fri, Jan 15 at 10:00 am PT Don't Let Taxes Keep You in the Wrong House: Options for Long-Time Owners Thu, Jan 21 at 12:00 pm PT Clearing Out a Home Without Losing Your Mind

As heard on The Intentional Next Act | Probate Notes | Funeral Syllabus

Quoted in Realtor.com

01 / Choose your session

Free Inherited Home Workshops: Probate, Trusts, Co-Owners and Taxes

Pick the topic that fits where you are. Bring your questions, and leave with something you can use the same day.

Selling an inherited home in a trust or probate, free Zoom session hosted by Scott Stollar

What happens with the house? Trust and probate sales.

Anyone inheriting a house who has asked, "What happens with the house now?" Whether there's a trust, a will, or no plan at all, this is the place to start.

Questions it answers

  • How long does probate take in California?
  • How do I sell a house in a trust?
  • Do I need court approval to sell?

You'll walk away with Successor Trustee Checklist and Probate Timeline

Next session: Thu, Nov 19 at 12:00 pm PT

Save my seat on Eventbrite No Meetup account needed Join the Meetup group
Getting everyone on the same page with co-owners, free Zoom session hosted by Scott Stollar

Getting everyone on the same page.

For siblings, co-owners and family who inherited a house together and don't agree yet.

Questions it answers

  • What happens when we disagree?
  • Can one co-owner force a sale?
  • What if someone is living in the house?

You'll walk away with A one-page plan for your next co-owner conversation, built during the session, plus the Inherited Home Playbook

Next session: Thu, Dec 3 at 12:00 pm PT

Save my seat on Eventbrite No Meetup account needed Join the Meetup group
Buying out a co-owner of an inherited home, free Zoom session hosted by Scott Stollar

Buying out a co-owner.

For anyone thinking about keeping the house and buying out the others.

Questions it answers

  • What does a buyout actually cost?
  • Can I qualify for the loan?
  • What happens to the property taxes if I keep it?

You'll walk away with Your own numbers from the Sibling Buyout Cost tool

Next session: Thu, Dec 10 at 12:00 pm PT

Save my seat on Eventbrite No Meetup account needed Join the Meetup group
Moving forward when an inherited property comes with grief, free Zoom session hosted by Scott Stollar

When the house comes with grief.

For anyone carrying the loss and the house at the same time.

Questions it answers

  • How do I make decisions while I'm still grieving?
  • What if my family grieves differently than I do?
  • How long can we wait?

You'll walk away with A decision timeline built during the session, plus the Inherited Home Playbook

Next session: Thu, Dec 17 at 12:00 pm PT

Save my seat on Eventbrite No Meetup account needed Join the Meetup group
Clearing out an inherited home, free Zoom session hosted by Scott Stollar

Clearing out the house.

For whoever is facing a lifetime of belongings.

Questions it answers

  • Where do I even start?
  • What do we do with what nobody wants?
  • How do we split sentimental items without fighting?

You'll walk away with Your SORT plan, started during the session, plus the Inherited Home Playbook

Next session: Thu, Nov 12 at 12:00 pm PT

Save my seat on Eventbrite No Meetup account needed Join the Meetup group
Stepped-up basis, capital gains and Prop 19 on an inherited home, free Zoom session hosted by Scott Stollar

What you actually keep.

For anyone inheriting a home who wants to know what's left after taxes.

Questions it answers

  • What is stepped-up basis?
  • Do I pay capital gains on an inherited house?
  • What should I ask my CPA?

You'll walk away with Capital Gains Estimate worksheet, filled in with your own numbers

Next session: Thu, Jan 14 at 12:00 pm PT

Save my seat on Eventbrite No Meetup account needed Join the Meetup group
Capital gains options for long-time California homeowners, free Zoom session hosted by Scott Stollar

Long-time owners: taxes and your next move (Fridays).

For owners who've been in their home for decades and are ready for something different, but worried about the tax bill.

Questions it answers

  • How much of my gain is covered?
  • Can I downsize without a huge tax hit?
  • Should I rent it out instead of selling?

You'll walk away with Capital Gains Estimate worksheet, filled in with your own numbers

Next session: Fri, Nov 13 at 10:00 am PT

Save my seat on Eventbrite No Meetup account needed Join the Meetup group

02 / Every date

Upcoming Inherited Home Workshops on Zoom

All sessions are free, held on Zoom, and listed in Pacific time. Last updated November 11, 2026.

  1. Clearing Out a Home Without Losing Your Mind

    You'll walk away with: Your SORT plan, started during the session, plus the Inherited Home Playbook

    Save my seat

  2. Don't Let Taxes Keep You in the Wrong House: Options for Long-Time Owners

    You'll walk away with: Capital Gains Estimate worksheet, filled in with your own numbers

    Save my seat

  3. Selling an Inherited Home in a Trust or Probate: What Actually Happens

    You'll walk away with: Successor Trustee Checklist and Probate Timeline

    Save my seat

  4. Getting Everyone on the Same Page: How to Navigate Decisions with Co-Owners

    You'll walk away with: A one-page plan for your next co-owner conversation, built during the session, plus the Inherited Home Playbook

    Save my seat

  5. Don't Let Taxes Keep You in the Wrong House: Options for Long-Time Owners

    You'll walk away with: Capital Gains Estimate worksheet, filled in with your own numbers

    Save my seat

  6. The Buyout Playbook: What It Actually Takes to Buy Out a Co-Owner

    You'll walk away with: Your own numbers from the Sibling Buyout Cost tool

    Save my seat

  7. The Part Nobody Talks About: Moving Forward When the Property Comes with Grief

    You'll walk away with: A decision timeline built during the session, plus the Inherited Home Playbook

    Save my seat

  8. What You Actually Keep: Stepped-Up Basis, Capital Gains, and Your Bottom Line

    You'll walk away with: Capital Gains Estimate worksheet, filled in with your own numbers

    Save my seat

  9. Don't Let Taxes Keep You in the Wrong House: Options for Long-Time Owners

    You'll walk away with: Capital Gains Estimate worksheet, filled in with your own numbers

    Save my seat

  10. Clearing Out a Home Without Losing Your Mind

    You'll walk away with: Your SORT plan, started during the session, plus the Inherited Home Playbook

    Save my seat

03 / Past sessions

Workshops Scott Has Hosted

A running record of past sessions. Where notes were kept, you'll find a short recap of what was covered.

  • What You Actually Keep: Stepped-Up Basis, Capital Gains, and Your Bottom Line What we discussed
    • How stepped-up basis works when you inherit a home, and why California's community property rules matter when the first spouse passes
    • The Section 121 exclusion on a primary residence, and how capital improvements and selling costs lower the taxable gain (keep the receipts, even old ones)
    • How adding a child to title while a parent is alive can cost the family the step-up
    • Options for long-time owners with large gains, including 1031 exchanges and deferred sales trusts, and how renting out a parent's home can help cover assisted living
    • Why a date of death appraisal is worth getting early if you plan to move in
    • The questions to bring to your CPA
  • The Part Nobody Talks About: Moving Forward When the Property Comes with Grief
  • The Buyout Playbook: What It Actually Takes to Buy Out a Co-Owner
  • Getting Everyone on the Same Page: How to Navigate Decisions with Co-Owners
  • Selling an Inherited Home in a Trust or Probate: What Actually Happens, Start to Finish

04 / What to expect

What a Free Inherited Home Workshop With Scott Looks Like

  1. Save your seat.

    Register on Eventbrite in under a minute and the Zoom link arrives with your confirmation. Prefer Meetup? Join the group and RSVP there.

  2. Come with what's on your mind.

    Sessions stay conversational. Scott opens by asking what brought you, so the hour covers what matters to the people in the room. Questions are welcome anytime, out loud or in the chat.

  3. Leave with something you can use.

    45 minutes of teaching, 15 minutes of open Q&A, and that session's guide or worksheet in hand. Want to talk through your own house afterward? Book Inherited Home Help, which costs nothing.

05 / Questions

Questions People Ask Before Their First Session

Are the workshops free?

Yes. Every session is free. Register on Eventbrite or RSVP through the Meetup group.

Do I need a Meetup account?

No. Eventbrite registration takes your name and email, and the Zoom link arrives with your confirmation.

How long is each session?

About an hour: 45 minutes of teaching and 15 minutes of open Q&A.

Do I need to live in San Diego?

No. Sessions are on Zoom, so you can join from anywhere. Topics focus on California homes and California rules, and Scott helps owners across San Diego County, Orange County, and parts of Riverside and Los Angeles Counties.

Can family members join together?

Yes. Everyone involved in the house is welcome to register for the same session, so you all hear the same thing at the same time.

Can I ask about my own situation?

Yes, questions are welcome anytime. For a closer look at your house, book Inherited Home Help, a Zoom conversation with Scott that costs nothing.

Is this legal or tax advice?

No. Scott is a REALTOR®, not an attorney or CPA. Sessions explain how things work and what to ask your attorney or CPA, and Scott can recommend professionals he works with often.

What if I can't make a date?

Check the next session for that topic, or book an Inherited Home Help call at a time that works for you.

Do I have to ask my question out loud?

No. Type it in the Zoom chat, or send it to Scott privately in the chat and he'll answer it without your name. You can also text your question ahead of time to (760) 697-5661.

Not sure where to start?

None of These Fit? That's Okay.

Maybe you don't know yet whether there's a trust, who's in charge, or what the house is worth. That's one of the most common places people start, and you don't need it figured out before reaching out.

I need help finding outBook Inherited Home Help. A Zoom conversation with Scott about your house. It costs nothing, and you don't need any documents ready. I'd rather read firstBrowse the Resources Hub. Free guides and tools for every part of inheriting a home in California.

Or call or text (760) 697-5661

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