SoldTrust Sales
For Successor Trustees & Trust AttorneysTrust Real Estate Sales in California
Given the unique challenges and considerations a trustee encounters while selling or managing real estate, especially during litigated matters, The Aventus Group focuses on simplifying every task involved. We maximize the value of the property while complying with the guidelines outlined in the trust document and the fiduciary obligations the trustee holds as the seller.
Our trust property sale services deliver seamless, well-documented solutions for selling homes, condominiums, multifamily and commercial properties held in trust — throughout Los Angeles, Orange and San Diego Counties.
Tailored Services
Pre-List Eviction Management
Properties provided vacant at close of escrow yield the highest possible price. With previous experience in real estate law practice, The Aventus Group is uniquely positioned to oversee and manage the eviction needs of trustees, administrators and fiduciaries, ensuring timely completion within budget.
Concierge Capital
Oftentimes, estates lack the available funds to make necessary repairs and maintain the properties administered. Compass Concierge Capital offers eligible clients a 0% loan with no up-front costs or hidden fees to help sellers enhance the marketability of the property and simplify preparing it for sale.
Asset Management
We provide property management services as if it were our own asset. Our team understands the complexities involved in managing property as a trustee, executor or conservator from the outset, and develops management plans that both add value and limit liability to the estate.
Comprehensive Transactional Reporting
Given the complexities of trust, probate and conservatorship sales, documentation and communication are paramount to a successful sale. With multiple parties involved and strict guidelines to adhere to, we provide detailed and periodic updates to all parties involved.
Multi-Platform Bespoke Marketing
From brochures and postcards to professional photography, social media and email, our marketing collateral effectively communicates each property's story and attracts more qualified buyers. Great online first impressions are key in this digital age.
Private Exclusive Offerings
Get twice the exposure and build anticipation among potential buyers. Unique to the Compass brand, each property can be marketed off-market to Compass agents nationwide, then later when the listing goes live on the MLS and aggregate sites.
How a Trust Sale Works
- The successor trustee confirms authority under the trust and gathers the deed, trust instrument and certification of trust.
- We provide a detailed valuation and a pre-sale plan — occupancy, repairs, Compass Concierge improvements and timing around the trust notice period.
- The property is prepared and marketed across the MLS, Compass Private Exclusives and our multi-platform campaign.
- Offers are presented with written analysis so the trustee can document the decision for beneficiaries and counsel.
- Escrow is managed through closing, with periodic reporting to the trustee, attorneys and beneficiaries.
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This information is general in nature and is not legal advice. Every estate is different — consult your trust and estate attorney about your specific situation.
Trust Sale FAQs
Does a trustee need court approval to sell a house held in a trust?
Generally no. A successor trustee sells real property under the powers granted in the trust instrument, without probate court supervision. The trustee must still act as a fiduciary — obtaining fair market value, keeping beneficiaries reasonably informed and documenting the decision-making process.
Do beneficiaries have to approve the sale of trust property?
Usually not, unless the trust document requires it. However, clear and early communication with beneficiaries is the best way to avoid objections and litigation. We provide transparent, periodic reporting that trustees can share with beneficiaries and counsel.
Should the trustee wait for the 120-day trust contest period before selling?
When a trust becomes irrevocable, the trustee must serve notice under California Probate Code §16061.7, which starts a 120-day period to contest the trust. Many trustees and their attorneys prefer to prepare and market the property during this window and close afterward. Your trust attorney can advise on timing for your situation.
Can the trust sell the property if it needs repairs or has deferred maintenance?
Yes. Trust properties are often sold as-is. Where repairs would add meaningful value, programs like Compass Concierge can front the cost of eligible improvements with nothing due until closing.
Let Us Take It From Here
Speak with an attorney-led team about selling a property held in trust.
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Estate Representation Perfected
The Aventus Group is an attorney-led, fiduciary-focused real estate team at Compass focusing on the sale of multiple asset types involved in trust, probate, conservatorship, partition, bankruptcy, and receivership administration. We maximize value and limit liability for every principal, fiduciary and attorney we serve.
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