09 The Sanborn Team - Why Working with a Proven Probate Real Estate Agent Matters

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On our ninth episode of #ProbateNavigated we visit with Nancy Sanborn and Brian Joy of the Sanborn Team. Nancy Sanborn is Executive Director of Berkshire Hathaway HomeServices California Properties Probate and Trust Sales Division and one of the industry’s most consistent and reliable sales professionals. For more than 30 years, she has developed her far-reaching network and built a team that provides unequaled expertise. Her clients include some of California’s most prestigious attorneys, accountants, trustees, administrators and conservators, and most distinguished property owners.

Brian Joy is a 17-year veteran of the real estate industry and has been a Sanborn Team member/partner since 2008. For ten years, his passion has been to assist clients as they navigate the complex world of real property transactions through probate, trust and conservatorship.

This episode is jam packed with super helpful content including: how to interview a probate real estate agent, the probate real estate process, how to manage this process, costly mistakes to avoid in probate and much more.

What Questions to ask When Interviewing a Probate Real Estate Agent:

  1. Have you sold real property through probate or trust?
  2. How long have you been selling probate and trust real estate?
  3. How is a probate/trust sale different from a typical real estate transaction?
  4. What sets you apart from other real estate agents?
  5. May I see your references?
  6. How do you market probate and trust real estate?
  7. Do you have sample documents that I would have to sign and read?

Common Mistakes that Agents without Probate Experience Make:

  1. They alter the property instead of leaving the property “as-is”
  2. They don’t provide appropriate documentation

Probate Real Estate Process — You Can See the Sanborn’s Team VERY popular Flowchart Here

  1. Work with a trusted legal advisor and the right guides
  2. Agent(s) see the house and get the property ready for the market
  3. Working with real estate community to assist in buying property
  4. Close Escrow

5 Costly Mistakes to Avoid

  1. Setting your asking price too high
  2. Relying on out-of-date information
  3. Not reading the fine print as a seller
  4. Not keeping a track record of expenses
  5. Waiting too long to address probate issues

You can watch the Sanborn’s compelling explainer videos here

You can visit The Sanborn Team’s Website Here

You can access the FREE resource on How to Interview a Probate Real Estate Agent here

You can access the FREE resource on the Probate Real Estate Sale Process Here

You can connect with Nancy and Brian below:

E | Nancy Sanborn: nancy@sanbornteam.com

E | Brian Joy: Brian@brianajoy.com

W | www.sanbornteam.com

Want to connect with me? Simply reach out on any of the social media platforms below:

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Ready to Simplify?

I’ve created a cheat sheet for resolving YOUR ESTATE. If you follow this, your role as an executor or personal representative will be far simpler.

Get the cheat sheet here!

 

Kelly Pinckard (Part 2) — How to Make Your Life Easier by Delighting Your Commissioner of Accounts

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Our eighth episode of #ProbateNavigated features part 2 of my interview with the remarkable Kelly Pinckard, CPA and founder of Estate Accounting Solutions.

If you missed part one, you can find it here

In part two Kelly engages the following important topics:

  • Preparing taxes by yourself vs professional
  • Common mistakes and bad recommendations to avoid
  • “Do it yourself” insights and tips for preparing estate tax returns
  • Tips for resolving an insolvent estate

You can visit Kelly’s website here

You can access the FREE Guide to the Administration of Decedent’s Estates in Virginia here

You can access the free resources on Kelly’s website here

You can connect with Kelly below:

E | kelly@estateaccountingsolutions.com

W | www.estateaccountingsolutions.com

F | www.facebook.com/EstateAccountingSolutions

Want to connect with me? Simply reach out on any of the social media platforms below:

Connect with me on Facebook

Connect with me on Instagram

Connect with me on Twitter

Connect with me on LinkedIn

Ready to Simplify?

I’ve created a cheat sheet for resolving YOUR ESTATE. If you follow this, your role as an executor or personal representative will be far simpler.

Get the cheat sheet here!

Kelly Pinckard - How to Make Your Life Easier by Delighting your Commissioner of Accounts

On our seventh episode of #ProbateNavigated we visit with Kelly Pinckard, CPA and founder of Estate Accounting Solutions, a Virginia-based accounting firm that specializes in the preparation of fiduciary accounting reports for estates, trusts, conservatorships, and guardianships, as well as all related tax returns.

With a background in auditing, Kelly knows exactly what the Commissioners of Accounts want to see when a fiduciary files his or her annual accounting reports, and maintains an excellent reputation with Commissioners of Accounts all over Virginia.

This episode is filled with so much great content we’ve decided to make it into 2 parts. Part 1 covers, a range of important topics including why making a calendar for what is due and when is critical, why expecting closing your estate in less than 6 months is often unrealistic, why ensuring order of priority with asset distribution is crucial, and more. In part two Kelly gives some great tips and resources for all of you DIY’er’s and provides some much needed clarity for those of you dealing with an insolvent estate.

Map for Navigating an Estate Tax Return:

  1. Make the plan
  2. Follow the plan
  3. Ask for help when you feel you need it
  4. Remember to protect yourself as a Fiduciary
  5. Maintain meticulous records

You can visit Kelly’s website here

You can access the FREE Guide to the Administration of Decedent’s Estates in Virginia here

You can access the free resources on Kelly’s website here

You can connect with Kelly below:

E | kelly@estateaccountingsolutions.com

W | www.estateaccountingsolutions.com

F | www.facebook.com/EstateAccountingSolutions

Want to connect with me? Simply reach out on any of the social media platforms below:

Connect with me on Facebook

Connect with me on Instagram

Connect with me on Twitter

Connect with me on LinkedIn

Ready to Simplify?

I’ve created a cheat sheet for resolving YOUR ESTATE. If you follow this, your role as an executor or personal representative will be far simpler.

Get the cheat sheet here!

Marlene Stum — Facing the Great Divide, and Deciding Who Get’s What “Inherited Memories”

On our sixth episode of #ProbateNavigated we stop by to visit with Marlene Stum, Ph.D.

Marlene S. Stum, Ph.D. is a Professor in the Department of Family Social Science at the University of Minnesota. Marlene is most known for Who Gets Grandma’s Yellow Pie Plate?™ a program internationally recognized for supporting families in non-titled property decisions. She is nationally recognized for her research and prevention education. Additionally, She currently leads a unique research project examining the meaning and experience of “fair” inheritances from the perspective of older parents and adult children in the same family system.

In this episode Marlene covers topics including, why its important to take time to understand why this issue can be so sensitive to your family, why and how to determine what you are trying to accomplish, deciding what is fair for your unique situation, why you should take time to really understand what the “meaning” is regarding specific objects to specific individuals, discerning what the distribution options and consequences are, and agreeing on how to manage conflicts when they arise just to name a few topics. I really enjoyed visiting with Marlene. I hope you enjoy this as much as I did.

Map for Navigating Personal Property Issues in Probate:

  1. Take time to understand why this issue can be so sensitive to your family
  2. Determine what you are trying to accomplish
  3. Decide what is fair for your unique situation
  4. Take time to really understand what the “meaning” is regarding specific objects to specific individuals
  5. Discern what the distribution options and consequences are
  6. Agree on how to manage conflicts when they arise

You can visit Marlene’s website here

You can connect with Marlene through the information below:

E | mstum@umn.edu

W | Who Gets Grandma’s Yellow Pie Plate

Ready to Simplify?

I’ve created a cheat sheet for resolving YOUR ESTATE. If you follow this, your role as an executor or personal representative will be far simpler.

Get the cheat sheet here!

Allen Herzberg - How to Get Through the "Jungle of Probate"

On our fourth episode of #ProbateNavigated we stop by to visit with Allen Herzberg, P.C.

This discussion covers topics including how to prepare estate taxes, tips on choosing the right "tax guide," who to invite to be on your "pit crew", and a valuable resource to benefit from as you resolve your estate. I really enjoyed visiting with Allen as there’s a lot of actionable advice. I hope you enjoy this as much as I did.

James Granoski — Why Working with an Attorney with Litigation Experience is Important, Key Tips, Mistakes to Avoid and Much More

On our fifth episode of #ProbateNavigated we stop by to visit with James Granoski.

James has been practicing law since 1991. He has represented clients and appeared in courts in Virginia, Washington, D.C. and Florida. James is an experienced litigator and transaction attorney, with a broad-based background of legal work, which includes civil, criminal and commercial litigation, commercial contracts, real estate, probate and landlord/tenant representation. 

I very much enjoyed our discuss together. In this episode James covers topics including why working with an estate attorney that can not just write estate administration plans but enforce them is important, key resources to avail yourself to, what an attorney will and will not do, key conversations to have with your attorney, worst mistakes that many make but are avoidable, and bad recommendations to avoid to name just a few. I really enjoyed visiting with James as there’s a lot of actionable advice. I hope you enjoy this as much as I did.

Tips:

  1. Have essential documents in one place and well organized.
  2. Give clear, crips answers to your attorney. 
  3. Get the checklist at the back of Guide to the Administration of Decedent’s Estates in Virginia

Questions to ask attorneys to discern the best possible fit:

  1. Have you won alot of cases like this?
  2. Have you worked through a case like ours?
  3. How much time will this take?
  4. What is the scope of their involvement? If I do this, given my background, do you think I will get into trouble?

Summary of Four Important Actions Executors Must Take

  1. Locate the will
  2. Know who the relatives are and their contact information
  3. Know what the decedent owned both in his/her name and jointly with others 
  4. Know whether or not the decedent had a trust

You can download the FREE Guide to the Administration of Decedent’s Estates in Virginia here

You can connect with James through the information below:

P | 703.300.2786

E | jamesgranoski@gmail.com

W | JamesGranoski.com

 

Ready to Simplify?

I’ve created a cheat sheet for resolving YOUR ESTATE. If you follow this, your role as an executor or personal representative will be far simpler.

Get the cheat sheet here!

Doneen Hoffman - How to Get Checks not Bills for Personal Property

On our third episode of #ProbateNavigated we stop by to visit with Doneen Hoffman, owner of Estate Professional Services.

This discussion covers topics including how to handle personal property in your estate, mistakes to avoid, and how to get checks not bills for any personal property. I really enjoyed visiting with Doneen. 

Tips:

  1. Visit Estate Sales site to know what questions to ask a personal property specialist
  2. Don’t assume your property’s value
  3. Interview at least 2 personal property companies to find best fit

You can reach Doneen below:

P | 703.472.5211

E | doneenhoffman@yahoo.com

W | Estate Professional Services

F | Estate Professional Services Facebook Page

Tips for Choosing an Estate Sale Company
Use these tips to help choose a professional estate sale company for your family. It is an important decision and…www.estatesales.net

 

Ready to Simplify?

I’ve created a cheat sheet for resolving YOUR ESTATE. If you follow this, your role as an executor or personal representative will be far simpler.

Get the cheat sheet here!

 

Bryan Aguirre — How to Mitigate Risk, Insurance Related Mistakes to Avoid, & More

On our second episode of #ProbateNavigated we stop by to visit with Bryan Aguirre, managing partner at Capital Insurance Partners.

This discussion covers topics including how to ensure your estate assets have insurance coverage, mistakes to avoid, and a checklist to follow as you resolve your estate. I really enjoyed visiting with Bryan as there’s a lot of actionable advice. I hope you enjoy this as much as I did.

Tips:

  1. Call the agent on file within 30 days of decedent’s passing
  2. Ensure that you have vacant home owners insurance. Check with your agent on file.
  3. Get numerous copies of the death certificate. You can get additional copies here
  4. Have essential documents in one place and well organized.

Questions to ask the agent on file:

  1. What does the auto policy coverage include? Does it cover vehicle usage for estate matters only?
  2. What limitations are there on the policy after 30 days?
  3. Who can drive the vehicle(s) and who can’t?
  4. Does the estate sale company provide a certificate of insurance to cover stolen items?
  5. What is the coverage on any item inside the house? Is there coverage for stolen valuables? What about liability should anyone fall and hurt themselves during an estate sale?

You can download the Checklist here

You can explore Bryan’s services below by clicking the link

Click here to find out more about Bryan.

You can reach Bryan below:

P | 301.704.3117

E | baguirre@capitalinspartners.com

W | Capital Insurance Partners

 

Ready to Simplify?

I’ve created a cheat sheet for resolving YOUR ESTATE. If you follow this, your role as an executor or personal representative will be far simpler.

Get the cheat sheet here!

Aaron Groen — Financial Advisor on How to Identify Best Financial Advisor, and Bad Advice to Avoid

On our first episode of #ProbateNavigated we stop by to visit with Aaron Groen, financial advisor at Ron Blue.

This discussion covers topics including how to identify the best financial advisor that is legally obligated to seek your best interest, bad advice to avoid, and how to simplify investing. I really enjoyed visiting with Aaron as there’s a lot of actionable advice. I hope you enjoy this as much as I did. 

Questions to ask an advisor:

  1. How do you get paid?
  2. Can I talk with existing clients that are like me?
  3. How long have you been doing this?
  4. Have you ever gotten in trouble?

You can visit these sites to engage in researching particular advisors. 

Below are the two resources Aaron recommended:

You can explore Aaron’s Estate Settlement services below by clicking the link

Click here to explore Trust and Estate Settlement Services. 

You can reach Aaron Groen below:

P | 410.891.2900

E | Aaron.Groen@ronblue.com

W | Aaron at Ron Blue

 

Ready to Simplify?

I’ve created a cheat sheet for resolving YOUR ESTATE. If you follow this, your role as an executor or personal representative will be far simpler.

Get the cheat sheet here!