A Commitment to Clarity & Support Throughout Your Probate Process
Charles Mortimer, Your Certified Probate Real Estate Specialist
Broker-Associate | CalDRE #01084657 | Phone: (833) 300-6680 | Email Charles Mortimer
I care about the people I help with probate, and know that you may need extra time to process the passing of a family member or friend. I am committed to providing executors a proven successful compassionate approach that minimizes your stress and efforts, which makes the entire probate process work out well.
As a Certified Probate Real Estate Specialist(CPRES), I specialize in educating you on the current real estate market, making sure that you have taken all the appropriate and legal steps when decide to sell the property that is held in probate, and most importantly guiding you through every phase of the real estate transaction as I negotiate the price and terms that you and your family need.
A Certified Probate Real Estate Specialist receives special training to deal with the sale of properties that are in probate, and knows how a court confirmation probate sale works, how to sell real estate under a living trust and conservatorship, and any special probate rules regarding the sale of real property in your state.
Because of my CPRES training, I can be there for you every step of the way helping you with the sale of your loved one’s property. This means I help you with all the little and big details of probate property sales. From helping you to select and schedule the best service providers(ie professionals that can help you get the personal property sorted, handyman tasks, estate liquidators and appraisers, etc) all the way until the closing of the sale of the home.
A Real Estate Agent Your Attorney Will Value & Appreciate
Your attorney and your CPRES real estate agent are your most important resources to lead, guide, and protect you as a probate executor. I personally meet with your attorney to review all purchase offer contracts that come in on the property held in the probate estate. Most agents do not do this, but it is important to me to make sure that your attorney and I are aligned so that they know I am doing my part to lead, guide and protect you.
Making Things Easier For You As A Probate Executor
By giving you access to the best team of professional service providers, you do not have to go and search out and interview multiple people and risk receiving poor service.
It has taken me many years to develop and offer you the absolute best network of service providers to help assist you as you navigate the probate process. In addition to helping to give you clarity in dealing the most common probate challenges, I can also help you secure the services of competent professionals, some of these include:
A good probate attorney will help you through the legal process of handling the decedent’s estate. For those who died testate – with a will – a probate attorney will help you distribute assets to the proper person, and will help you with paying the estate debts. If the decedent died intestate – without a will – it’s a good idea to retain a probate attorney if the decedent had retirement accounts, bank accounts or real estate.
CPRES Real Estate Agent
The probate process is complex, and selling a home can be difficult, but when you put the two together it can be a very stressful experience. A Certified Probate Real Estate Specialist (CPRES) receives special training to deal with the sale of properties that are in probate. CPRES agents understand the probate process, know how a home is sold in probate, how court confirmation probate sales work, and any special probate rules regarding the sale of real property in your state.
Accountants, CPAs, and Tax Attorneys
A tax attorney will also be able to help you with estate taxes that may be due when you file the decedent’s final tax return. Accountants, tax attorneys and probate attorneys will also help you with retirement accounts, investments and other accounts that need to be distributed. In some cases, the executor or administrator may be held responsible for unpaid taxes, so you’ll need to ensure that the estate pays all of the necessary local, state and federal taxes that are associated with the decedent’s death.
Appraisal, Liquidation and Property Care
Real Estate Opinion of Value Letter: Often requested by accountants, establishes home value at time of passing, this is also known as a PCMA, a Probate Comparative Market Analysis and should be done by a CPRES agent.
Real Estate Appraiser: A licensed home appraiser gives a full appraisal.
Personal Property Appraiser: Appraises the decedent’s personal property.
Personal Property Estate Liquidator: Takes care of selling and or donating decedent’s personal property.
Property Care & Support: Handymen, electrician, plumber, roofer, pest control, property manager, landscaper, trash hauler – all these service providers and others can be provided by your CPRES real estate agent.