Probate Realtor – Portland Oregon’s trusted expert in Probate Realty

Probate Realtor – Portland Oregon’s trusted expert in Probate Realty 2018-03-06T18:36:24+00:00

A probate listing is unique, it requires a different level of care, support, and understanding.

A realtor who specializes in probate circumstances should do everything possible to make the clients’ life easier, less stressful, and help them move forward into the next phase of their life.

Bernhardt Swisstrust Probate Realtor Seal

Families suffering through the death of a loved one, often feel exposed, distrustful, and unprotected in their lives and personal affairs. Caution, care and diligence are to be exercised during this difficult time. We humbly offer to assist with realty services as a trusted fiduciary professional and probate-specialty real estate brokerage.

We know there are thousands of real estate agents in Oregon. Wouldn’t it make sense to work with one that specializes in probate? We work with attorneys every day, really getting the ins and outs and really understanding the process.

There are different skills, unique strategies, and specific knowledge, which don’t apply in a typical real estate transaction, yet are applicable and critical to successfully serve clients in probate situations.

Most often the client is not aware of the many complexities involved in completing a successful real estate transaction and ensuring that the entire process is a smooth, safe, and profitable experience.

So, how is the real estate process different in probate situations vs. ordinary circumstances?
Bernhardt Swisstrust Realtor Disclosures and Listing Agreements

Disclosures and Listing Agreements?

some stuff about that.

Probate Law

stuff about that

Bernhardt Swisstrust Divorce Realtor Innovation
Bernhardt Swisstrust Divorce Realtor Read More

More Due Diligence

Due diligence is a much more extensive process for probate realtors than it is for ordinary realtors. If mortgage payments are in arrears, or there are other liens attached to the properties, there might not be enough equity left in the property after the sale, for everyone to be paid what they are owed.

Compassion & Understanding

Clients are real people. They should never be viewed as a paycheque or a way to make money. Unfortunately, some commissioned professionals can’t help thinking that way. As someone who has been through the loss of a loved one myself, and helped hundreds of clients going through probate to sell their lost member’s home, and buy somewhere for a fresh start, I know first hand that potential new clients (people going through the death of a loved one) are going through a tumultuous, scary, frustrating, emotional, and at times exhausting process and time in their life.

Bernhardt Swisstrust Divorce Realtor Compassion
Bernhardt Swisstrust Divorce Realtor Team

Power Team & Connections

In ordinary (non-probate) circumstances, the homeowner(s) have the time, clarity, and focus to source a professional stager, real estate photographer, professional organizer, handyman, contractor, movers, real estate lawyers, storage facility, and other required services. A realtor who specializes in probate circumstances, however, should offer clients going through the process a one-stop-solution.

For many people, the loved one’s home represents the bulk of their assets and it is usually their single largest asset. Deciding what to do with this home typically has both long and short-term consequences for all parties. Making sure that you consider all the potential impacts before deciding what to do, starts with finding a realtor to work with.

That shouldn’t be difficult – most people have at least one friend who is a real estate agent, but using your friend may be the first mistake you make. You need to find a realtor who is knowledgeable about the complications that can come with probate.

icon for…

disclosures and listing agreements… some stuff about that.

Bernhardt Swisstrust Divorce Realtor Innovation

diligent attention to probate law

stuff about that

Bernhardt Swisstrust Divorce Realtor Read More

More Due Diligence

Due diligence is a much more extensive process for probate realtors than it is for ordinary realtors. If mortgage payments are in arrears, or there are other liens attached to the properties, there might not be enough equity left in the property after the sale, for everyone to be paid what they are owed.

Bernhardt Swisstrust Divorce Realtor Compassion

Compassion & Understanding

Clients are real people. They should never be viewed as a paycheque or a way to make money. Unfortunately, some commissioned professionals can’t help thinking that way. As someone who has been through the loss of a loved one myself, and helped hundreds of clients going through probate to sell their lost member’s home, and buy somewhere for a fresh start, I know first hand that potential new clients (people going through the death of a loved one) are going through a tumultuous, scary, frustrating, emotional, and at times exhausting process and time in their life.

Bernhardt Swisstrust Divorce Realtor Team

Power Team & Connections

In ordinary (non-probate) circumstances, the homeowner(s) have the time, clarity, and focus to source a professional stager, real estate photographer, professional organizer, handyman, contractor, movers, real estate lawyers, storage facility, and other required services. A realtor who specializes in probate circumstances, however, should offer clients going through the process a one-stop-solution.

For many people, the loved one’s home represents the bulk of their assets and it is usually their single largest asset. Deciding what to do with this home typically has both long and short-term consequences for all parties. Making sure that you consider all the potential impacts before deciding what to do, starts with finding a realtor to work with.

That shouldn’t be difficult – most people have at least one friend who is a real estate agent, but using your friend may be the first mistake you make. You need to find a realtor who is knowledgeable about the complications that can come with probate.

Ready to start searching for a new home?
Your Agent Must Have Probate Realty Experience

When I say probate experience, it doesn’t have to be their own but you do want someone who is familiar with the probate process. That understanding means they’ll be aware of special disclosures and listing agreements, have diligent attention to probate law and a unique marketing strategy.

You want someone who can describe his or her services, relevant experience and unique capabilities required for probate real estate sales

Your Agent Must Be Efficient

The process of selling real estate through probate or trust is a series of court-regulated steps that must be carefully monitored and managed.

Deadlines are unforgiving, documentation is specialized and the court’s oversight must be honored throughout the marketing, offers, negotiations, and sale of the property.

Because of the involvement of the court, probate and trust sales have a vocabulary all their own. They also involve various disclosure documents and contracts that are not used in other real estate transactions.

Your Agent Should Have Marketing Finesse

Since this type of sale is different from a traditional sale, the agent should be prepared to present aggressive marking tactics – marketing your property even after the initial offer has been accepted.

The Agent should be able to provide online and mobile marketing, putting your property in front of potential buyers. Photos should be taken with this in mind. Today’s tech-savvy buyers begin their home search online and photographs are the first thing they look at.

Understand How the Agent Is Paid

If you’re selling your home, then typically the agent will receive commission from the sale of your home and is paid from the sale proceeds. That’s disclosed in the agreement upfront. If the house isn’t being sold, or you’re trying to decide if you should stay or go, then you may be working with the Realtor on a valuation, such as a Broker Price Opinion. Some agents will charge a fee for this while others may provide it at no cost, in the hopes of securing the listing if you decide to sell the house.

Your Agent Must Have Probate Realty Experience

When I say probate experience, it doesn’t have to be their own but you do want someone who is familiar with the probate process. That understanding means they’ll be aware of special disclosures and listing agreements, have diligent attention to probate law and a unique marketing strategy.

You want someone who can describe his or her services, relevant experience and unique capabilities required for probate real estate sales

Your Agent Must Be Efficient

The process of selling real estate through probate or trust is a series of court-regulated steps that must be carefully monitored and managed.

Deadlines are unforgiving, documentation is specialized and the court’s oversight must be honored throughout the marketing, offers, negotiations, and sale of the property.

Because of the involvement of the court, probate and trust sales have a vocabulary all their own. They also involve various disclosure documents and contracts that are not used in other real estate transactions.

Understand How the Agent Is Paid

If you’re selling your home, then typically the agent will receive commission from the sale of your home and is paid from the sale proceeds. That’s disclosed in the agreement upfront. If the house isn’t being sold, or you’re trying to decide if you should stay or go, then you may be working with the Realtor on a valuation, such as a Broker Price Opinion. Some agents will charge a fee for this while others may provide it at no cost, in the hopes of securing the listing if you decide to sell the house.

Your Agent Should Have Marketing Finesse

Since this type of sale is different from a traditional sale, the agent should be prepared to present aggressive marking tactics – marketing your property even after the initial offer has been accepted.

The Agent should be able to provide online and mobile marketing, putting your property in front of potential buyers. Photos should be taken with this in mind. Today’s tech-savvy buyers begin their home search online and photographs are the first thing they look at.

It all comes down to this. You have to choose the agent who you feel has the expertise you need and who will work best with your style of decision-making. Whoever you choose, be sure to bring them into the discussions early so you can use their expertise to inform your decisions and to minimize unforeseen obstacles.

As a Probate Real Estate Specialist, I have connections to the BEST professionals in town, offering various support geared specifically for probate real estate. I can recommend:

  • Accountants
  • Mediators
  • Probate Lawyers
  • Financial Planners
  • Debt Consultants
  • Therapists & Psychologists
  • Life Coaches
  • Professional Organizers
  • Insurance Advisors
  • and much more…

All offering the highest level of service, expertise, and integrity, along with compassion, and understanding what clients going through loss are thinking, feeling, and need.

Best of all, when you have Bernhardt SwisstTrust to represent you in the selling of your property, the certified appraisal analysis provided for you will be completely FREE. You get the best of both worlds when you hire us, a licensed broker and state certified appraiser representing your interests during the sale of your home.

As a probate real estate specialist, it seems only natural to me that if I genuinely care about what my clients are going through, and I remain compassionate, understanding, supportive, and I do everything possible to help them deal with what they need to deal with, then the process of selling the property will become a much smoother, better, less stressful, and more successful process for everyone.

If you would like to know more about the process of selling your loved one’s home, buying another home, and how probate changes the real estate process…
Probate Resources in Portland, Oregon

We know many people in the midst of the probate process sometimes need a Realtor to find the value of an estate. Of course, there are many other needs when going through this process that are associated with matters that are legal in nature. We have put together a selection of sources we feel may be useful.

Helpful links:

finding news feed that works

We have collected some videos that you may find helpful during this time.

What Is Probate?

Legal definition and the process

How to Avoid Probate Court

Bernhardt Swisstrust Real Estate is proud to be associated with…