Probate & Trust Real Estate
Resource Library
Free guides, checklists, and educational resources for executors, trustees, estate professionals, and families navigating probate and trust real estate across Beverly Hills, Los Angeles, and Manhattan.
Featured Resource
The Executor’s Roadmap to Probate Real Estate
Managing an estate is one of the most consequential responsibilities a person can inherit. This guide was written specifically for executors and trustees navigating probate and trust property sales in California and New York — covering every stage from court filing to closing, in plain language.
- How probate sales differ from conventional real estate transactions
- Court confirmation and the overbid process — step by step
- Executor liability, fiduciary obligations, and common pitfalls
- How to select the right fiduciary real estate advisor
- California vs. New York — key jurisdictional differences
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Resource Library
Probate Real Estate Guide
A comprehensive guide to how probate property sales work in California and New York — covering the legal process, court procedures, executor responsibilities, and strategic considerations.
Trustee Real Estate Checklist
A step-by-step checklist for trustees managing the sale of real property held in a living or testamentary trust — covering fiduciary obligations, beneficiary communication, and transaction structure.
1031 Exchange Advisory Guide
A practical guide to 1031 like-kind exchanges — covering identification timelines, replacement property strategy, qualified intermediary requirements, and how to structure an exchange in California and New York markets.
Executor’s Roadmap
The complete step-by-step guide for executors navigating probate property sales in California and New York — from Letters Testamentary to closing, written for fiduciaries who need clarity on a complex process.
Court Confirmation Explained
A plain-language explanation of the California probate court confirmation process — what it is, when it applies, how overbidding works, and how to prepare a property and buyer for a confirmation hearing.
Fiduciary Duty in Real Estate
What fiduciary duty actually means in the context of real estate — the obligations of executors, trustees, and administrators, what constitutes a breach, and how proper advisory protects fiduciaries throughout the transaction.
Frequently Asked
Questions
Questions about probate, trust, and fiduciary real estate that executors, trustees, and families ask most often.
From the Blog
A realistic timeline for California probate — from petition to distribution — and the key factors that determine whether your estate will close in months or years.
The most consequential and most preventable errors executors make in estate property sales — and what they cost the estate in time, money, and legal exposure.
A framework for trustees and heirs weighing whether to sell, rent, or hold an inherited property — considering capital gains, carrying costs, and fiduciary obligations.
Have a specific question about
your situation?
Every probate and trust situation is different. A confidential consultation with Alejandro is the fastest way to get clarity on your specific property, timeline, and fiduciary obligations.
alex@alexhernandezrealestate.com