Free Webinar for Successor Trustees, Executors & Probate Administrators
Suddenly Responsible for an Estate?
Before You Sell the House, Attend This Free Webinar.
Most people become a successor trustee, executor, or probate administrator with absolutely no experience. Then, overnight, they’re expected to make decisions involving hundreds of thousands of dollars.
One mistake can delay the estate, reduce its value, create tax consequences, or trigger unnecessary conflict between family members.
You only get one chance to do this right.
Reserve your seat for this free educational webinar and learn how to avoid the most common and costly mistakes families make when selling an inherited home.
Reserve Your Seat Now!
Date: Wednesday, September 23rd
Time: 5:00 pm – 6:00 pm PST
Location: Live Online Zoom Webinar. Text and email reminders will be sent prior to the webinar.
Cost: Free. All attendees are eligible for a free 30-minute attorney consultation with our guest speaker’s team.
Meet Your Presenters
Featured Speaker
Featured Speaker
Eric McCormick, Certified Probate & Trust Realtor
London Properties
Cal BRE# 01931027
As both a Certified Probate & Trust Realtor and owner of McCormick Estate Sales, Eric has helped families successfully transition more than $30 million in combined real estate and estate assets. Eric’s unique approach combines:
- Probate & trust real estate expertise
- Estate sales and personal property liquidation
- Property preparation and repairs
- Strategic marketing
- Guidance through one of life’s most overwhelming responsibilities
Our philosophy is simple: We Sell the House & Everything In It.
Guest Speaker
Guest Speaker
Amber Bridges, Real Estate Attorney
Baker Manock & Jenson
Loyola Law School, Los Angeles (J.D.)
University of California, Los Angeles (B.A., History)
Amber’s practice focuses on the areas of estate planning, trust administration, charitable planning, wealth transfer tax planning, probate, guardianships, and conservatorships.
As a former teacher, Amber takes time to get to know her clients and what makes their situation unique so that she can create an estate plan that is tailored to their goals and objectives.
The Problem
If you’ve recently inherited a home or have been named the person responsible for settling an estate, you’re probably asking questions like:
- Where do I even begin?
- What am I legally responsible for?
- Should I clean out the house before selling it?
- What if one heir disagrees with everyone else?
- How do I know what repairs are actually worth doing?
- What happens if I accidentally make the wrong decision?
Most executors and trustees have never handled an estate before, and unfortunately, the financial consequences of inexperience can be significant. We’ve seen families lose tens of thousands of dollars because they:
- Sold valuable personal property without knowing its value
- Chose the wrong Realtor
- Made unnecessary repairs
- Failed to document important decisions
- Created the appearance of favoritism among heirs
- Didn’t properly secure the home or maintain insurance
- Accepted the first offer instead of exposing the property to the entire market
- Failed to obtain important inspections and valuations
The good news?
These mistakes are avoidable. Reserve your seat for our FREE webinar
and learn how to protect the estate, reduce family conflict, and maximize its value.
What You’ll Learn
During this free webinar you’ll discover:
The Complete Transition Process
From securing the property to the trust or probate timeline, estate sales, repairs, clean-out, inspections, listing, escrow closing, and estate closing.
How to Protect Yourself as the Decision Maker
Learn practical ways to fulfill your fiduciary responsibilities and document your decisions.
How to Reduce Family Conflict
Simple communication strategies that help keep beneficiaries informed and reduce misunderstandings.
How to Maximize the Value of the Estate
Learn why selling the house is only part of the equation, and how the home’s contents can dramatically affect the total value transferred to heirs.
The 15 Biggest Mistakes Executors and Trustees Make
…and how to avoid them before they become expensive problems.
Why Attend?
This isn’t a sales seminar.
It’s an educational workshop created specifically for people who suddenly find themselves responsible for an estate.
You’ll leave with:
- A clear roadmap of what happens first
- A checklist of costly mistakes to avoid
- Greater confidence before making major financial decisions
- Practical advice you can use immediately
Registration Form
Date: Wednesday, September 23rd | Time: 5:00 pm – 6:00 pm PST
Location: Live Online Zoom Webinar. Text and email reminders will be sent prior to the webinar.