Services
Inherited Property Services
When it comes to inherited property, one size doesn’t fit all. Whether you want to handle things yourself or have someone take it off your shoulders, my team helps families across San Diego County, from Carlsbad and Encinitas to Bay Park and La Jolla, find a path that makes sense emotionally and financially.
As a Certified Trust & Probate Specialist, I help executors, trustees, and families manage every stage of inherited real estate. That includes preparing a probate property for sale, coordinating estate cleanouts, and navigating California’s Prop 19 rules so you can make confident, well-informed decisions.
We partner with vetted local contractors, estate cleanout companies, and moving professionals who understand how to treat a family home with care. Whether your property needs a light refresh or major updates, our goal is simple: help you keep the profit, not give it away to a flipper.
Levels of Support
You can choose the level of support that fits your life:
DIY Consulting
Get clear direction and trusted referrals while staying hands-on.
Collaborative Support
We coordinate the process while keeping you involved and informed.
White-Glove Service
We handle every detail, from cleanout to closing.
Every plan protects your bottom line and honors your family’s legacy. Integrity, transparency, and care guide every step.
Ready to Take the Next Step?
Schedule your free, confidential Clarity Call
The Confidential Clarity Call | Your First Step Toward Peace of Mind
When you inherit a home, the emotions show up long before the paperwork. Maybe the family group chat is buzzing with opinions, or you’re getting advice from every direction except the one you actually need. This call is your chance to pause, breathe, and get clear on what’s best for you and your family.
What Is the Clarity Call?
It’s a private, 30-minute strategy session where we take a thoughtful look at your situation. There’s no pitch, no pressure, just a calm, confidential conversation about what’s possible and how to move forward.
Whether you’re an executor, a trustee, or simply trying to make the right choice for your family, this is where confusion turns into confidence.
What We’ll Cover
1. Define Your Future Vision
We start with what matters most — what you want your life to look like after this chapter. We’ll explore how your inherited home can support that vision, whether that means creating financial stability, funding new opportunities, or simply finding peace.
2. Understand Your Home’s Potential
We’ll look at your property’s market value and possible paths — selling, renting, or keeping it in the family. You’ll see the pros and cons clearly side by side, without the guesswork.
3. Build a Personalized Roadmap
You’ll leave the call knowing your next steps. We’ll cover topics like probate timelines, Prop 19, capital gains, and step-up strategies, so you can make decisions with peace of mind and purpose.
Why This Call Matters
Because clarity saves time, money, and stress. Because the best decisions come from calm, not chaos. And because when you see your full set of options, everything feels a little lighter.
Tailored Support Across San Diego
Many of my clients first connect with me while looking for help with San Diego estate cleanout services, executor duties, or questions about inherited property taxes.
Whether you’re handling a trust sale in La Jolla or preparing a probate property in Bay Park, my team provides tailored support. From DIY guidance to full-service coordination with trusted local partners, we’ll help you prepare your property, increase its value, and protect your equity.
Serving all of San Diego County and the South Bay, I combine legal understanding, real estate expertise, and compassion to help families move forward with confidence.