Probate Real Estate Services

United States, San Jose, Santa Clara County

California Real Estate Broker

Main Services:

Probate Realtor , Certified Probate Real Estate Specialist , Probate Real Estate , Successor Trustee Property Sale , Conservatorship Real Property Sales , Probate Real Estate Agent

Probate Real Estate Services

Kathleen Daniels is a licensed California Real Estate Broker. She has worked full-time in real estate since January 2003. She owns and manages a boutique brokerage, that specializes in listing probate real estate.

Probate real estate includes homes sold as part of a probate estate, trust estate, and conservatorship estate.

Kathleen’s background includes working with top Silicon Valley law firms as a Probate and Estate Planning Paralegal and Fortune 100 companies as a Paralegal and Contract Manager.

She is extensively trained in probate real estate. Her specialized knowledge and experience set her apart in the industry.

Add Kathleen’s experience as a top negotiator to her keen market knowledge and her history, and you have the perfect formula for successful probate, conservatorship, or trust real estate sale.

There is no legal requirement that an Executor or Administrator hire an experienced Certified Probate Real Estate Specialist (CPRES), there is no disputing that it makes sense to hire an agent that understands the probate sales process. While Kathleen does not have a license to practice law, Kathleen has extensive knowledge of probate law.

Experience in the probate sales process makes a difference for all parties involved. When Kathleen manages the probate sales process, she ensures her clients are updated every step of the way. She keeps the lines of communication open. Attorneys comfortably and confidently recommend Kathleen to their clients because they know she gets the job done and does the job very well.

Kathleen brings a wealth of experience & qualifications to her probate real estate business. Her past experience working with many top Silicon Valley law firms as a probate and estate planning paralegal provide a perspective and knowledge of the legal process as well.

In addition, she has over 20 years of experience working with contracts. As a certified project management professional, she understands the importance of contract timelines and court deadlines. When Kathleen manages the sale of estate homes, the timelines and deadlines are met.

Kathleen is proud to say that her clients are raving fans. That comes with an elevated level of commitment to go beyond for her clients and make the sales process as seamless as possible. Her dedication to truly serving her clients limits the number of clients she can help at any one time. She will not take on more business than she can manage and provide the level of service she believes everyone deserves.

Kathleen completed the certification program in Professional Fiduciary Management for Trustees in 2017. She understands the roles and responsibilities of successor trustees and confidently manages trust sales. She managed her own mother’s estate without probate.

Our mission at is to create satisfied clients. We do that by going over and above in service and delivering more than we promise.

We understand how to best serve a personal representative’s needs when liquidating real estate. We not only speak the language of probate, but we also understand the rules of engagement with the Probate Court and collaborate with attorneys.

Our role in serving clients extends beyond collaborating with a team of top real estate professionals to manage a real property sales transaction. Over the years we have developed relationships with trade professionals in Silicon Valley. Our clients appreciate the fact that we do whatever needs to be done. We manage the process of obtaining quotes for repairs and manage any and all necessary work completed during the listing, sales, and escrow process.

Our focus is on residential real estate sales. This includes single-family homes, condominiums, townhomes, and multi-family homes up to 4 units.

The probate process can be emotional and challenging for both estate representatives and beneficiaries. Kathleen knows from personal experience, having lost far too many dear friends and family members over the years, the sorrow a human heart and soul can feel. She understands how overwhelming people feel when tasked with the duty of administering an estate.

Kathleen’s in-depth knowledge of the process, combined with her legal background and project management skills, means all transactions are supervised and managed to ensure compliance with the California Bureau of Real Estate, the Multiple Listing Service, National, State, and Local Associations, as well as adhere to the Santa Clara County Probate Rules of Court.

While Kathleen is managing the details of the probate sales process, clients are able to focus their time on managing the other duties and responsibilities.

Experience Makes a Difference
• Paralegal – Real Estate and Business Law. In-depth knowledge of contracts and real estate terminology, and inter-dependencies within contracts, combined with over 20 years of experience provide a competitive advantage in any market.
• Contract Negotiator. Over 20 years of experience in writing and negotiating contracts. Contract values exceed $15 million dollars. Experience equals confidence in any situation.
• Santa Clara County Real Estate Specialist. Market knowledge allows leverage in negotiations, which produces beneficial results.
• Market Strategist. Design and implement effective marketing and pricing strategies in ever-changing and diverse markets. Focus brings financial rewards.
• Leadership. Manage and mentor cross-functional teams. Drive sales and escrow process to completion on schedule.
• Relationship Management. Established network of service team professionals, sharing value-based business practices, integrated business processes, and business systems providing exceptional service and convenience to our clients
• Established Service Expert. Listening and focusing on client needs produce desired results. Client satisfaction is my guarantee.

• Certificate Professional Fiduciary Management for Trustees
• Project Management, Boston University
• Business Administration, University of Santa Cruz
• B.A. Degree, San Jose State University, San Jose CA

Licenses and Certifications
• Broker License, California Department of Real Estate (DRE# 01366594)
• Professional Fiduciary Management for Trustees, Certified
• Internet Marketing Specialist Designation (IMSD)
• Certified Probate Real Estate Specialist (CPRES)

Memberships & Affiliations
• Silicon Valley Association of Realtors
• Silicon Valley Bar Association
• California Association of Realtors
• National Association of Realtors
• MLS Listings

Kathleen’s Promise: “To uphold my fiduciary duty and legal responsibility to manage the sale of real property with the highest standard of care, no exceptions. This means my client’s best interests are top of mind and close at heart, at all times.”

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