An agent may readily say "yes," but don't stop there—dig deeper. Ask for specifics: Have they ever represented an estate in court? What percentage of their business is truly dedicated to probate and trust sales? Experience in this specialized arena matters—and the details reveal everything
Probate and trust sales require more than just a licensed agent—they demand a seasoned professional who deeply understands this nuanced marketplace. From specialized disclosures to the intricacies of the California Probate Code, your agent must navigate the process with precision and efficiency. Clear communication is key. A true specialist will have a proven system in place to keep all parties informed and will break down complex procedures into language that’s easy to understand.
The right agent should confidently articulate what makes their service exceptional. Look for someone assertive—someone who can clearly outline their specialized experience, tailored approach, and unique strengths.
If an agent struggles to differentiate themselves, it may be a red flag—especially when it comes to negotiation. Seek out a professional with a proven track record of client satisfaction, strong communication, strategic marketing, and a well-coordinated support team behind them.
As you ask questions, observe how attentively the agent listens and how clearly they respond. Those very skills will reflect how they’ll advocate for you every step of the way.