Who is legally allowed to decide what, before a single box moves, and what selling, renting, moving in, or holding each actually requires, including the three pricing strategies for inherited homes.
The friction points that show up when siblings, co-owners, and family decide together, and the questions that restart stalled conversations.
How step-up in basis and Prop 19 shape every option, plus the questions to bring to your CPA and attorney.
Property condition checklist, the 30-day vacant home safety plan, the agency notification guide, and a decision alignment summary everyone involved can share.
It arrives in your inbox in minutes. Start with the section that matches where you are today.
At your own pace. The order of operations does the thinking, so you always know the next right step.
We apply it to your exact situation and you leave with a written action plan. The house doesn't need to be empty, clean, or ready.
Seventy pages, and you're not meant to read them all. Open the one you're standing in.
Know Your Authority. Understand the Home's Current Reality. Whether you are the executor named in a will or the successor trustee of a trust, what the court has and has not granted yet, and which documents you need in hand before anything moves.
Reducing Risk While You Figure Things Out. Insurance that quietly changes when a home goes vacant, utilities that need to stay on, mail and deliveries, and the repairs to deliberately not start yet.
When someone is still living in the home. Buyouts and resentment. When "fair" means different things to different people. When decisions stall and nobody knows how to restart them. Who does what: executor or successor trustee, beneficiaries, attorneys, CPAs, and the real estate specialist.
Capital gains and step-up in basis. Property taxes and Prop 19, including the timing requirements most families learn about only after the decision is already made. Plus the exact questions to bring to your CPA and attorney.
Preparing to sell. The three pricing strategies for inherited homes. Renting. Moving in. Holding, and what doing nothing actually requires. Clean-outs, and how to move through them without getting buried.
Your Pathway. Why order matters. The Sequence, Revisited. How this usually unfolds, from orientation through stabilization, decision-making, execution, and resolution.
You don't have to build a system from scratch on top of everything else. These are already made, ready to print, and easy to hand to whoever is helping you.
Not sure where to start? Start with number one. Until you know who is legally allowed to decide what, nothing else can be sequenced. If the home is held in a trust, you can skip the probate material entirely.
If you're leaning toward selling, see what it actually costs to sell an inherited home in California before you decide.
A free guide from Scott Stollar, C.A.R. Certified Probate and Trust Specialist, that walks you through inheriting a home in California: confirming authority, stabilizing the property, family decisions, taxes, and choosing to sell, rent, move in, or hold.
Anyone who inherited a house in California or shares one with siblings or other co-owners, whether the estate is going through probate or held in a trust. Many of the families I work with live outside California and inherited a home here.
Yes. No pressure and no sales pitch. Enter your name and email and it arrives in your inbox instantly.
You'll get a friendly follow-up text to see if you have questions, and you can book a complimentary Inherited Home Strategy Session whenever you're ready.
Seventy pages, five checklists, and the right first steps in the right order. It lands in your inbox in minutes.
"*" indicates required fields
Your information is never sold. Unsubscribe anytime.
