3 Things A Probate Attorney Should Look For In An Experienced Real Estate Agent

Real estate agent handing the house key

If you’re a probate attorney, it’s essential to know what to look for when choosing a real estate agent to help with the sale of property held in your trust. After speaking with many trusts & estates attorneys in the Los Angeles area concerning their experience in dealing with real estate agents, they all seem to have the exact general needs

  • Finding an agent or agency that understands the entire probate process
  • Finding an agent who can handle the emotional aspects of probate and structure the deal to meet all the requirements without any hand-holding

This blog post will discuss three beneficial reasons for probate attorneys to work with a real estate agent who understands the entire probate process. Here are three key attributes you should consider when choosing a probate real estate agent in Los Angeles.

  1. An agent with a complete understanding of the entire probate process 
  2. An agent with a proven track record of success
  3. Strong negotiation skills and is responsive and available
Beneficial Attributes To Pick A Probate Attorney

When it comes time to probate, working with an agent who understands the process is vital. Many real estate agents are not familiar with probate and may not be able to help you and your client navigate the sale on time. It is crucial to find an agent who knows what they are doing and can help you get through the process as quickly and efficiently as possible. 

Look for an agent with a complete understanding of the entire probate process.

A knowledgeable probate real estate agent should know the law and the expected processes and timelines. Look for an agent who can recite each probate process and its timelines.

1-60 Days: Filing a probate petition and the published notice of 1st court hearing in the newspaper. A hearing within 30 days. All beneficiaries are notified 15 days before the hearing.

2-4 Months: Letters of Administration or Testamentary Letters are issued by the court appointing the Executor or Administrator. A bond is issued, and a Notice to Creditors filed.

4-6 Months: Real estate listing agreement signed. Preliminary distributions of the estate. Notice of proposed real estate action.

6-12 Months: Payment of state & federal taxes. Creditor claims are allowed or rejected. Notice to Department of Health Services Inventory and Appraisement.

Distribution of assets to beneficiaries. Final distribution of funds. Final discharge order.

Look for an agent with a proven track record of success.

It’s essential to find a reputable probate agent with a proven track record of success. If you are an attorney who specializes in probate law, then you know that the process of handling an estate can be complex and time-consuming. That’s why it’s crucial to partner with a probate agent who has a proven track record of success. But where do you start your search? It turns out you can look online for the right agent. You’ll find a wealth of information on their experience and accomplishments, so you can feel confident about choosing the right one for your practice. Be sure to read reviews and check out their website. Also, look at their social media and videos if they have any before you make your final decision.

Working with an experienced professional can rest assured that your client’s estate is handled efficiently and effectively. 

Strong negotiation skills and is responsive and available.

When looking for a probate agent, it’s vital to find someone with strong negotiation skills—having someone who knows what they’re doing and can handle the negotiations with beneficiaries can be invaluable. Many probate agents are responsive and willing to work with you to get the best possible outcome for all parties involved. However, a few bad actors in the industry will take advantage of the situation. So how do you know if you’re dealing with a good agent or a bad one? Do your research online and look for reviews from other clients. Also, ask around your network for referrals. A good probate agent is worth its weight in gold, so don’t hesitate to invest in one.


As a probate attorney, you know you can’t do it alone. You want to look for a qualified real estate agent that knows everything about what you are looking for in an experienced property expert, not just their listings or sales tactics. It will be worth it to find someone who understands how to get things done and has experience negotiating on behalf of your clients (and don’t forget that responsiveness is paramount). Call today! Josh V Realty has all these qualities and more, making him one of the top probate agents here in Los Angeles. He’s knowledgeable about probate transactions and knows how to get the job done right – every time. Contact him today. You’ll be glad you did.

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