Partition, Probate & Trust Sales
Managing court oversight, multiple stakeholders, and compressed timelines with precision and compliance
Selling a multi-unit property under legal supervision requires more than just finding a buyer. Court oversight, competing beneficiary interests, and compressed timelines demand a higher standard of accuracy. We provide the specific valuation data and documentation trails required to minimize liability and withstand judicial scrutiny.
This service is built for attorneys, partition referees, trustees, and executors who cannot afford a misstep. Whether you are managing a confirmed probate sale, a contentious partition action, or a trust distribution, our process ensures the asset is maximized while the legal framework is strictly respected.
Partition Sales Conducted With Neutral, Structured Execution
Partition actions typically involve co-owners in dispute, court-appointed referees, and strict procedural oversight. These sales require a two-phase marketing process: an initial bid period followed by court confirmation with potential overbidding. Success requires neutral handling, transparent valuation, and a process designed to withstand challenges from all parties while maximizing competitive bidding at the confirmation hearing.
- Impartial treatment of all co-owners and their respective counsel
- Two-phase marketing strategy that drives buyer participation through both the initial bid period and court confirmation hearing
- Valuation and pricing that can withstand scrutiny from opposing parties and the court
- Marketing scope and timeline that satisfies statutory requirements and court orders
- Buyer education and qualification to ensure strong participation at the confirmation hearing
- Access to pre-marketing improvement funding through Compass Concierge when securing upfront funds from co-owners is challenging
- Documentation that supports the referee's report and court approval
- Consistent achievement of overbids at confirmation hearings, often significantly above initial accepted bids
- Reduced challenges to valuation methodology and sale process
- Minimized post-sale disputes and allegations of procedural unfairness
- Clear evidentiary support for court approval and final judgment
Representative Partition & Referee-Appointed Sales
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Probate Sales Managed With Court Awareness and Market Discipline
Probate sales in San Francisco require accurate valuation, complete documentation, and adherence to local court rules and statutory timelines. Marketing must be professional and compliant. Pricing must be defensible at confirmation. Process must account for court calendars and potential overbid procedures.
- Market-supported valuation prepared with probate court requirements in mind
- Pricing strategy structured to withstand confirmation hearing review
- Full listing, marketing, and property access coordination
- Buyer qualification, offer management, and overbid preparation when required
- Escrow oversight from acceptance through closing, aligned with court orders and timelines
- Defensible valuation documentation suitable for court filing
- Predictable timelines with contingency planning for court delays
- Proactive management of confirmation hearing requirements
- Direct communication structured for counsel and fiduciary decision-making
Representative Probate & Court-Confirmed Sales
Trust Property Sales Focused on Fiduciary Duty and Value Protection
Trust sales often involve multiple beneficiaries with competing interests, strict fiduciary obligations, and the need for transparent process. Whether the trust document requires sale or the trustee has discretion, the objective is to maximize and protect value while maintaining a defensible record of decision-making.
- Valuation grounded in current San Francisco multi-unit market data and comparable sales
- Strategy aligned with trustee's fiduciary duties and trust distribution timelines
- Analysis of private sale versus open-market options, with documentation of rationale
- Structured communication protocols to minimize beneficiary conflict and manage expectations
- Well-documented pricing decisions that support fiduciary duty
- Transparent process that reduces beneficiary disputes and objections
- Clear documentation trail from valuation through closing
- Execution that balances timing requirements with value maximization
With over 24 years of concentrated experience in San Francisco’s multi-unit market, Allison has successfully closed more than 30 court-supervised sales since 2021. Her practice is built on a strong educational foundation in Business Administration and Finance from the University of San Francisco, providing the analytical depth required for complex probate, trust, and partition matters. This expertise allows her to craft pricing and marketing strategies that maximize value through competitive overbids while remaining strictly accountable to fiduciary standards. Trusted by attorneys and Partition Referees across the Bay Area, Allison ensures every transaction is managed with direct communication and a disciplined adherence to legal process and timelines.
