Many of the moves I handle begin in your office, not mine — an estate plan that finally gets funded, a trust administration with a house in it, a Prop 19 conversation that starts with a tax question. When that plan needs a real estate component, your client needs an agent who understands the assignment: execute cleanly, document everything, and stay in lane.
I'm a licensed California real estate agent and a Juris Doctor (J.D.) candidate. I don't provide legal or tax advice — and I'm deliberate about not blurring that line with your client. What the legal training does provide is fluency: I read the documents you produce, I understand why the vesting matters, and I flag issues to you rather than improvising around them.
A timeline map of the transaction against the client's Prop 19 window, trust administration schedule, or estate milestones; a valuation with prep options costed out (including fix-then-sell with no upfront cost to the estate, where appropriate); and a written plan you and the client both see.
Disclosures and transaction documents handled with a fiduciary-grade paper trail; vendor management for clean-outs, repairs, and staging on estate properties; communication in writing, so trustees and beneficiaries stay aligned and you stay informed at the level you choose.
A closing summary for your file, and the filings flagged — homeowners' exemption timing, base-year transfer claims — for the client to complete with the assessor and your guidance.
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No pressure, ever. The first conversation is analytical: their numbers, their window, whether a move even makes sense. Families in transition are frequently oversold by agents; the fastest way to lose your trust is to push your client. I don't.
Prop 19 Downsizing Blueprint
For 55+ clients preserving their tax base — the sell-first and buy-first timelines, plainly explained.
Intergenerational Transfer Guide
For inherited property — the move-in rule, the one-year window, and the keep / rent / sell decision.
Trustee & Executor Preparation Guide
The checklist a fiduciary needs before listing an estate home. Available on request — ask and I'll send it.
The Downsizer's 24-Month Timeline
A one-page visual of the Prop 19 clock — sell-first and buy-first, side by side.
Refer a client for an unhurried Prop 19 timeline review, or ask for the quarterly Estate & Transition Briefing — a ten-minute read on what estate-held and downsizer inventory is doing in coastal Orange County.
Refer a Client or Schedule an Intro Call