How to Find the Right Real Estate Agent for Probate Property
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Christine Bartsch, Contributing AuthorClose
Christine Bartsch Contributing AuthorFormer art and design instructor Christine Bartsch holds an MFA in creative writing from Spalding University. Launching her writing career in 2007, Christine has crafted interior design content for companies including USA Today and Houzz.
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Alexandra Lee, Junior Associate EditorClose
Alexandra Lee Junior Associate EditorAlexandra is a junior associate editor of HomeLight.com. Previously, she served as a writer and social media manager at Santa Barbara Life & Style Magazine, in addition to interning at the nonprofit honors society Phi Beta Kappa. Alexandra holds a bachelor's degree in communication and global studies from UC Santa Barbara, and she has three years of experience reporting on topics including international travel, luxury properties, celebrity interviews, fine dining, and more.
When a person passes away, it’s often left to family members to handle their final business affairs and determine the fate of their belongings. In most states, estates of a certain value that have not been placed into a living trust must go through the probate process.
Probate is the court-supervised legal procedure that ensures the proper people are given the rights to and responsibility for the decedent’s financial and physical assets. Many legal aspects of the probate process — such as filing the initial and closing petitions — will be handled by your probate attorney.
If the decedent’s estate includes property that you intend to sell during probate, you’ll also need a real estate agent with probate experience.
Work With a Top Probate Agent
Top-performing agents sell homes faster and for more money than average agents. When selling a house in probate, maximizing the home sale can best serve the estate’s interests.
If I have a probate lawyer why do I need a probate real estate agent?
Even the simplest probate sale (that proceeds much like a traditional home sale) has nuances that need to be done according to your state’s probate laws.
You should use a real estate agent for any type of real estate transaction, but a probate property real estate agent requires some additional experience.
For example, a regular real estate agent may not know the correct probate procedure, or to use probate-specific forms when completing the sale. If either is incorrect at your final petition hearing, the probate judge will not close out probate. The need to make corrections can lead to rescheduling a new hearing weeks or months down the line.
If you don’t have a probate agent, you’ll need to rely on your attorney to check over the probate sale documentation to ensure it will be approved by the courts.
Attorney’s fees get expensive when they are spending hours doing the work a probate agent would do as part of their standard commission.
In some cases, especially if estate taxes are due, you may need to get a specialized appraisal to establish the date of death value of the property. A probate agent will know if this is needed in your case and have relationships with trusted estate appraisers.
Probate sales have a timeline that must be adhered to — especially if the sale requires court confirmation. This is a complex process in which the probate property is sold in court through an auction-like proceeding called the overbidding process.
Prior to the court confirmation hearing, you and your agent need to list the home and accept an offer. In many states, you are then required to relist the probate property at the accepted offer price for a period of 30-45 days.
A real estate agent with probate experience will know these probate-specific procedures, timelines, and deadlines that a regular agent won’t — preventing costly mistakes that could delay proceedings.
How do I find a probate agent?
It’s never easy to bring up topics related to the death of a loved one in casual conversation, so you’re unlikely to find a good probate agent by word of mouth.
Your probate attorney, having worked with various agents on numerous cases, is a good option for personal recommendations.
Alternatively, you can use HomeLight to find a real estate agent with probate experience.
HomeLight tracks agent sales statistics and hosts agent profiles all in one place so that you can compare facts, see who has the most probate experience, and narrow down your list.
Once you’ve settled on a few potential agents, you’ll need to know the right questions to ask to help select the best agent for you.
What should I ask probate real estate agents before hiring one?
“Have you sold probate real estate before?” is a good start, but it’s not enough.
You need to phrase your questions in a way that invites the prospective agents to go into detail about their experience.
1. How many probate transactions have you handled?
By asking how many transactions they’ve handled, you’re really providing the agents with the opportunity to tell a few stories about specific properties they’ve sold.
If they don’t go into detail about probate transactions on their own, follow up by asking about their best and worst probate sale experiences. This will give you insight into the steps they’ll take to ensure things go smoothly and how they’ll handle any difficulties that arise.
This is also a good time to ask them for references from past clients that you can contact. Calling these clients will give you first-hand perspectives from people who’ve successfully completed their probate sales.
2. How do probate sales and traditional sales differ?
If you’ve done your research and spoken with your probate attorney, you might consider skipping this question in your agent interviews.
Don’t.
Even if you’re confident that you know the differences, this question isn’t really about the answer itself. What you’re looking for is their ability to explain this complex process in a way that you can easily understand.
Selling real estate during probate is a complex process within the already-complex probate process. It’s more than likely that difficulties will arise during the sale, so you need to be sure that your probate agent can clearly communicate these issues with you.
3. Are you certified or educated in probate?
Experience selling probate real estate in the area where the property resides is the number one qualification your agent needs to have. However, it may give you peace of mind if your agent has probate-specific training or certification.
The U.S. Probate Services offers specialized training in probate to teach agents how to deal with the complexities of probate sales and court confirmation procedures. Agents who’ve received this training are known as Certified Probate Real Estate Specialists (CPRES).
If your agent doesn’t have CPRES certification, that’s okay.
Some states, such as Arizona, offer their own probate training materials that focus on state-specific regulations. There are also conferences that address probate laws and procedures, so ask potential agents to tell you about all of the probate training and education they’ve had.
Connect with a Top Agent
Selling a home can be a difficult process under the best of circumstances. Partnering with a top agent experienced in probate can help when selling a home after a death in the family.
One last thing before you hire your probate real estate agent
Before you sign a listing agreement, ask your chosen agent to attend a meeting with you and your probate attorney. While a summary probate proceeding may wrap up in as little as four months, the standard probate process can last for up to two years — even longer for cases with contested matters or legal disputes. In sum, it’s imperative that the three of you work well together.
Selling the home of a dearly departed family member can be a heartbreaking experience. But having the right probate real estate agent on your side can make that difficult task just a bit easier to bear.
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At HomeLight, our vision is a world where every real estate transaction is simple, certain, and satisfying. Therefore, we promote strict editorial integrity in each of our posts.
