Lydia Gable Realty Group’s Guide to Family Trust Sales

For many homeowners in Westlake Village, Thousand Oaks, Agoura Hills, Oak Park, Newbury Park and neighboring communities, family living trust and estate sales can feel overwhelming, especially if family members lived in the home for many many years. Questions about timing, preparation, repairs, packing & moving, and proper documentation arise.

The good news? We can help you can maximize your home's value while making the transaction far less stressful. This guide will help you understand the key decisions that lead to a successful and seamless trust sale. Most importantly, please know you’re not alone and our local experts at Lydia Gable Realty Group are here when you need us… Take it from our client, Gary, in Newbury Park who recently sent us his 5-star Letter of Recommendation.

To whom it may concern,

I am pleased to recommend the Lydia Gable Realty Group (LGRG) based on a recent experience of having them market and sell my parent's home of sixty years.  From my first introduction to Jennifer Rogerson, my primary contact, through the closing process, the LGRG team demonstrated an exceptional and unique team-based approach to the residential sales process. Working with LGRG was an efficient, professional, and positive experience.   

The LGRG team immediately began dealing with the legal complexity associated with the sale of this family home, including a Family Living Trust, a Trust Grantor's Death Certificate, multiple-Trustee complications, and a Durable Power of Attorney document.  Within the duration of our meeting, all original documents were scanned, returned to me, and all required Notary signatures completed.  It was immediately apparent that I was not dealing with the usual individual real estate agent but had hired an effective and coordinated team.

LGRG provided exposure to a far wider marketing network than other real estate agents I had explored.  Prior to hiring LGRG, I had interviewed other real estate agents, a few recommended by friends and others by family.  All of these prospects had one thing in common, their marketing plan was narrowly focused; from the property's neighborhood, to its city, to its county. They all limited their marketing to a maximum of Ventura County.  LGRG had a marketing plan that included Southern California and California's Central Coast.  

This resulted in outstanding interest in the property, with over sixty groups touring the property over a weekend open house, and multiple above-listing price offers that came in quickly.

Throughout the process of preparing the home for marketing and photography, Jennifer and Lydia both stayed closely engaged.  They arranged an initial "Private Exclusive" listing pre-"Minor Refresh" efforts.  Both provided detailed guidance on what minor tasks should be done to better market the property.  Once Minor Refresh work was initiated, they effectively and directly coordinated with my selected contractor on project's scope, schedule, and budget.  This resulted in an on-time, on-budget, and minimal scope-creep project completion, allowing an on-schedule Open House event to be successfully executed.  

Once multiple offers were received shortly after the wildly-successful Open House event, Jennifer and Lydia provided financial summaries of the multiple offers, explained the minor nuances of each, and provided guidance on the best path forward.  As a team, we discussed the merits of each offer, selected the one that best met our original target goals, and proceeded into offer-acceptance and the initiation of a buyer-requested short-duration escrow.

I've had experience in completing short-duration escrows.  The teams involved in getting the deal closed must work together in lock-step.  LGRG had my back once again and made sure nothing fell through the cracks.  The small issues that always appear in escrow had been previously discussed within LGRG and responding actions were immediately implemented.  On the scheduled date, I received notice of closing and funds distribution.

If my personal experience with the Lydia Gable Realty Group matters to anyone as a documented case study of what a prospective real estate buyer or seller can expect, I highly recommend you employ their team to represent your financial interests and provide you peace of mind.  Their outstanding service, professionalism, and dedication to their clients make them an excellent choice for anyone seeking a successful real estate experience.

Most sincerely, 

Gary M.