For attorneys & fiduciaries

The property side of the estate, handled.

When a trust or estate includes a home, someone has to secure it, value it, prepare it, and sell it in a way that holds up to the beneficiaries’ questions. That’s my job. Yours stays the law.

16 trust sales closed Realtor since 2014 Ventura & western LA County

What I handle

Securing the property

Access, locks, insurance check, utilities, and a condition report with photos in the first week.

Valuation for the file

A date-of-death market analysis and a current pricing recommendation, with the comparable sales behind both. This is a broker opinion of value, not an appraisal.

Vendors and preparation

Cleanout, estate sale, hauling, repairs, and staging. Written estimates go to the fiduciary first, and no work starts without their approval.

Marketing and offers

Professional photography, accurate pricing, and broad exposure, with every offer summarized side by side for the fiduciary.

Escrow and closing

I coordinate title, the certification of trust or Letters, and escrow, and plan the timeline around notice periods and court dates.

A complete closing file

Valuation, marketing record, offers, estimates, and invoices in one file, ready for the accounting or the court.

A written update, every week

The fiduciary gets a short written update each week, and you’re copied if you’d like to be. No one has to chase me for status, and there’s a record if a beneficiary asks later.

Sample weekly update

Property: Access and condition, any issues found
Work: What the fiduciary approved, what is done, costs to date
Market: Showings, feedback, and offers received
Next: Decisions needed, and by when

How I work with you

I take direction from the fiduciary and your office, and communicate with beneficiaries only as you direct.
I don’t give legal or tax advice. Questions about authority, notices, or distributions come back to you.
On probate sales, I plan around your filings, including Notice of Proposed Action periods and court confirmation when it’s required.
On trust sales, I schedule the listing around the notification and contest periods you advise.
I don’t pay or accept referral fees. The only thing I offer for an introduction is good work for your client.

Where I work

Thousand Oaks, Westlake Village, Newbury Park, Agoura Hills, Calabasas, Simi Valley, Camarillo, Moorpark, and Oak Park. I’m based in Westlake Village with DB Group Pinnacle Estate Properties.

Resources you can send clients

Plain-English guides for families, free to share: the successor trustee checklist, the California probate checklist, probate vs. trust sales, what probate costs, and all guides.

Have a client with a property to sell?

I’m glad to talk through a specific matter, or just meet for coffee.

Get in touch Call or text 310-428-4008

Anne Clare Lush, DRE# 01963776 · DB Group Pinnacle Estate Properties, Broker DRE# 00905345