JACKSONVILLE, FLORIDAA considered approach to finding home(904) 309-9303
For attorneys & advisors

A real estate partner for estate, family law and financial professionals.

Your clients trust you with the hardest parts of their lives. When a home is part of the estate, the trust or the settlement, we handle the sale with the same discretion, keep you informed, and follow your direction on timing and signing authority.

01

We work inside your plan.

You set the legal and financial strategy. We focus on the real estate: a defensible price, a prepared home, a clean contract and a closing that matches the court, trust or settlement timeline.

  • Signing authority and title confirmed with you before listing
  • Closing dates planned around court approvals and settlement terms
  • Written market analyses available for your file or a mediation
02

Your client gets a calm, consistent process.

Clients in an estate, trust or divorce sale are often stretched thin. We handle cleanouts, vendors and showings locally, communicate equally with every decision maker, and document offers and decisions.

  • Local coordination for out-of-town heirs and trustees
  • Equal updates to co-owners, beneficiaries or both spouses
  • A clear paper trail for every offer and price change
03

You stay informed.

With your client’s permission, we copy you on milestones: listing, offers, contract, inspections and closing. No surprises, and no need to chase updates.

  • Milestone updates to the referring professional
  • One point of contact for the sale
  • Respect for privileged and confidential matters
04

Read the guides.

How it works

Three steps, at your pace.

  1. 01

    Introduce us

    Send the property address and a short summary, or have your client call us directly.

  2. 02

    We meet the decision makers

    We review the home, the market and the timeline with your client and confirm details with you.

  3. 03

    We keep you updated

    You receive milestone updates through closing, with your client’s permission.

For attorneys & advisors

Refer a client or start a conversation.

Share the property address, your client’s situation and the best way to reach you. With your client’s permission, we will reach out and keep you copied on next steps.

Prefer to talk? (904) 309-9303

We use email delivery and Follow Up Boss to process inquiries. Providing a phone number or submitting this form does not by itself authorize text messages.

Questions

Frequently asked questions

What kinds of sales do you handle for professionals’ clients?

Estate and probate sales, homes held in trusts, marital home sales in divorce, and sales tied to financial planning, such as downsizing or relocation. We focus on Jacksonville and Northeast Florida.

Can you provide a market analysis for a mediation or settlement?

Yes. We can prepare a written comparative market analysis. It is an opinion of market value from a licensed real estate professional, not an appraisal.

Do you pay referral fees to attorneys or CPAs?

No. Florida rules limit referral compensation, and we do not pay referral fees to unlicensed professionals. Our commitment is to take good care of your client.

How do you communicate with co-owners who disagree?

We share the same information with every decision maker at the same time, or through their attorneys if preferred, and document decisions in writing.

Other ways to approach a sale

General real estate information, not legal or tax advice. We do not pay referral fees to unlicensed individuals. Any representation, services and compensation require a separate written agreement with the property owner.