Trust and Probate Management Services

If you are a trustee needing property management services or contemplating the sale of real estate, we can help.  We assist the Executor, Administrator, Conservator and Trustee with their legal duties to maintain a property until the estate is settled. Our team is comprised of specialists with decades of experience in meeting the legal requires to preserve and protect the assess of an estate. 

We can assist with the follow trust and probate management services: 

Brokerage Services for Trust and Probate Properties
Emergency Repairs
Estimates for Repairs and Renovation
Eviction Management
General Repairs and Maintenance
House Cleaning and Deodorization
Interior and Exterior Disposal of Debris
Landscape Maintenance
Liquidating Personal Belongings
Personal Property Auctions & Sale
Property Inspection/Condition Reports
Rekeying and Securing
Tree Cutting & Trimming


The Master Trust & Probate Division of John Aaroe Group was created to meet the unique challenges of trust and probate sales. Its agents offer Trustees the specialized skills required to handle these complex transactions, along with the marketing expertise needed to maximize and optimize the value of these properties. Its marketing program is the industry leader, consistently generating multiple offers and higher-than-market-value sale prices. Clientele of the Executive Directors include institutions such as Bank of America Private Bank, Wells Fargo Private Bank and Bank of the West as well as a distinguished array of lawyers, CPAs, financial managers and private parties seeking exceptional service.


Our highly specialized real estate marketing model involves an accelerated sale process aimed at stimulating significant interest in a trust or probate property and generating multiple offers at or over its estimated fair market value. This approach combines a tight and targeted marketing period, strategic pricing and deal-specific buyer instructions to mimic an auction-like environment without the stigma of a property at auction. We customize a program for each individual property based on the needs of the estate and fiduciary, ranging from a rigorous institutional protocol to a professional executor model to a friends and family program.


Premises Preparation Properties being sold in trust or probate are often perceived as old and in disrepair. When these homes go on the market, they naturally attract lowball offers. With some advance pre-market preparation and cleanup, within the Trustee’s budgetary guidelines, a property’s appearance can be transformed from teardown to showplace. We have extensive experience working with Trustees in preparing properties to maximize their market value.

Optimal List Price The best way to maximize market value is to create a competitive buying environment. We set the suggested list price at or just below actual market value to best promote multiple offers.

Marketing Protocol We find that a high-exposure, limited timeframe initial marketing period maximizes marketing results. This period may differ based on the needs of the Trustee. It may be as short as one broker open house and one public open house, or extend up to 21 days on the market prior to reviewing offers. This ensures the property receives maximum exposure to the marketplace and all interested parties are given enough time to visit the property and conduct due diligence, if desired, before making offers. Using a dynamic combination of high-impact traditional marketing and state-of-the-art technology, we will aggressively promote your property to the widest possible audience of buyers and real estate agents both nationally and internationally.

This process offers protection to the fiduciary by demonstrating full market exposure and optimal sales results. It includes presenting the fiduciary with a full synopsis of market activity, advertising, number of buyer’s and Realtors who previewed property and an Excel spreadsheet outlining terms of all offers received. 

Seller Control We conduct a seller-controlled marketing and sale process, clearly stating our expectations of the buying public in an instruction sheet and explaining the requirements of the transaction to all prospective buyers. The expressed desires of the Trustee dictate these terms. To most parties, price is most important; but sometimes a fast close or a leaseback from buyer to seller are critical. By providing an instruction sheet to all interested parties, buyers will understand the seller’s “wish list” and write offers accordingly.