Trust and probate sales: We have a team for that

In today’s complex real estate market, it takes specialized knowledge and technical expertise to market and sell probate, trust and conservatorship properties. Whether or not court approval is required, agents must recognize that a fiduciary has elevated legal responsibilities. Paperwork is specialized. Deadlines are absolute. And the court may be involved every step of the way, from marketing the property to closing the sale. The Master Trust & Probate Division of John Aaroe Group, led by Executive Directors Rachelle Rosten and Kelly deLaat, exists to meet these challenges.

The Aaroe Master Trust & Probate Division is the only group of its kind to recognize that sales like these must be expertly handled to maximize the value of the properties and protect the entities that represent them. Drawing on years of experience and skill, the division creates a custom proactive marketing strategy for each client based on the specific needs of the estate. The team has also created a database of all local trust and probate listings on the market — the only resource of its kind. See 250 active trust and probate listings on aaroetrustandprobate.com.

Executive Directors Rachelle Rosten and Kelly deLaat, experienced specialists whose clientele includes Bank of America Private Bank, Wells Fargo Private Bank, Bank of the West, First Republic Trust Company, Northern Trust and a distinguished array of lawyers, CPAs, financial managers and private parties.

Clients are avidly enthusiastic about the group’s services. In 2015, the division doubled in size, and is expected to double again in 2016. Its listings sold for an average of 10% over list price with multiple offers. The division represents a variety of property types and locations including but not limited to a $6,570,000 residence in Laguna Beach, a $5,000,000 beachfront property in Malibu, a $4,000,000 vintage home in Pasadena and a $2,630,000 Mid-Century time capsule in Brentwood. On the other end of the price spectrum, the division represented charming bungalows in Los Feliz ($570,000) and Pasadena ($626,000) and also helped a trust purchase income properties in a 1031 tax deferred exchange in Long Beach ranging from $1,100,000 to $1,599,000.

"I’m proud this division has expanded so quickly," says company Founder and CEO John Aaroe. "It’s not surprising, given the high regard these two consummate professionals enjoy in their field.”

Meet the Directors.

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