PROBATE PROGRAM

THE PROBATE PROCESS

1

Start

File Petition for Probate

Notice of 1st Court Hearing Date Published in Newspaper

2

5 - 6 Weeks

Hearing Date

3

2 Months

Within 90 Days of Letters

  • Letters Issued by Court
  • Order for Probate
  • Duties & Liabilities of PR
  • Issue Bond

Send Notice To

  • Franchise Text Board
  • Dept of Health Care Services
  • Victims Compensation Board
4

6 Months

Within 120 Days of Letters

  • Gather Assets
  • File Inventory & Appraisal Form
  • Notice to Creditors
  • Allowance/ Rejection of Creditors Claim

Taxes

  • Prop 58 & 193
  • Capital Gain
  • Estate Taxes
    (Form 706)

Petition for Final Distribution

(Accounting)

Court Hearing

5

END

12 Months

  • Receipt on Distribution
  • Ex Parte Petition for Discharge
  • Case Closed

POWER PROBATE PROGRAM

With the Power Probate Program Matt has streamlined the process to make sure you have the flexibility and options to best suit your probate situation and not have to wonder what the bottom line will look like.

Option #1

6% COMMISSION

Included

  • Paying Buyers Agent 2.5% commission
  • Home Cleanup/prep and staging consultation by expert designer
  • Marketing Material - Flyers, brochures, signage, online presence in mls and over 70 syndicated online housing websites
  • Arrange logistics and set up Estate Sale for personal items
  • Buyer accompanied showings in person by Matt and his team
  • Advice and consultation by Matts extensive list of vendors for Maintenance, Attorneys and other vendors to support the sale

Option #2

5% COMMISSION

Included

  • Paying Buyers Agent 2.5% commission
  • Staging consultation by expert designer
  • Marketing Material - Flyers, brochures, signage, online presence in mls and over 70 syndicated online housing websites
  • Arrange logistics and set up Estate Sale for personal items
  • Advice and consultation by Matts extensive list of vendors for Maintenance, Attorneys and other vendors to support the sale

Option #3

4% COMMISSION

Included

  • This will be an off market Sale not posted on the MLS
  • All cash close with guaranteed highest price to pool of strong buyers familiar with poor condition homes and probate process
  • 7-14 day close
  • No Inspection
  • No repairs
  • AS-IS Sale

SERVICES OFFERED

  • Expert Real Estate Advice
  • Top rated legal references
    (Taxes, Trusts, Probate)
  • Home Repair and Maintenance
    We can supply top contractors for Home Improvement, Landscaping, Maintenance and cure safety concerns
  • Cash Offers
  • Senior Living Placement Services
  • Estate Sale Services, Buy and Sell personal items

MEET MATT

MEET MATT

Matt Sorensen has been a high producer in the San Diego Real Estate arena since 1999. Alongside the traditional real estate sales he has done, Matt has been trained and experienced as a Senior Specialist and Probate Expert.

His extensive track record of real estate transactions gives his clients comfort that he can manage any unforeseen issues that may arise during the process.

The expectations and results you can have as a client are a smooth transaction and more money after the sale to beneficiaries due to Matt's foresight to avoid costs that can dig into beneficiary proceeds with an inexperienced agent.

Matt has the backing of Coldwell Banker, a reputable nationwide broker that has been around since 1906. Coldwell Banker has the resources and reputation to protect both its agents and clients from any pitfalls along the way as well.

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