Certified Probate Real Estate Specialist. Understands the probate process thoroughly and has over 12 years experience as a full time real estate broker. Creates the strategic marketing and sales plan for the estate real assets. Negotiates and reviews all offers to insure the highest price to the estate. Manages the other professionals in the transaction – title attorney, buyer’s agent, appraiser, mortgage loan officer, and others.
Fulfills administrative and office assistance activities for multiple Charlotte area Probate clients. Responsibilities include: Client Concierge. Handling and directing telephone calls. Generate spreadsheets and presentation. Assembling and maintain clients’ file and records. Scheduling and coordinates meetings for the realtor, appointments and other arrangements for clients. Formulate and revise documents including correspondence, reports and emails.
Assist in the processing of the real estate file. Transaction Coordinators serve as your proponent. And will lessen the stress that comes with selling a property and helps a Seller by: Overseeing the paperwork from initial contact to executed purchase agreement. Constructing all listing materials: pre-listing preparation, Listing Agreement, sellers’ disclosures, etc.
When you work with us, your real estate transaction gets the focus, skills and expertise of our entire team. This is keenly important in the area of probate, trust and conservatorship real property sales. Today’s competitive real estate business demands specialized knowledge and technical expertise.
Our team approach means that we can be readily responsive to the needs of our clients and, at the same time, meet the constant demands of the marketplace – showing property, counseling potential buyers and their agents, managing disclosures and documentation, trouble-shooting, handling the requirements of the Probate Court, and aggressively marketing properties for maximum benefit to the estate or trust.
Probate properties may require services that a typical house sale would not. The estate may need its personal property appraised, cleaned out, or repaired for sale. We have a Resource Directory of licensed and bonded professionals that can do everything that is required to resolve the estate. We can even assist with unwanted automobiles! Our clients don’t have to “shop around” for any of these services because we already have the vetted professionals that provide them.
Being technologically adept is critical in this age of computers and social media. A large part of our real estate marketing success is driven by our use of cutting edge technology and social media platforms. A portion of our annual earnings is invested to local Charlotte non-profits to help make a difference in our community. Subscribe with us to stay up to date with all our upcoming events.
I am not an attorney and cannot provide legal or tax advice. Please consult with an attorney or CPA for such matters. If you need help finding providers for these or any other related services, I can help with recommendations and references.
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10130 Perimeter Pkwy, Suite 200, Charlotte NC, 28216
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