Trust Sales, Probate, and Capacity: Streamlining Real Estate Transactions

Description

This presentation equips REALTORS® with a better understanding of trust and probate transactions so they can avoid unnecessary delays during escrow. 

Topics include: 

• Determining who has legal authority to sign transaction documents. 
• Court-confirmation versus non-court confirmation probate sales under the Independent Administration of Estates Act (IAEA). 
• Common escrow, title, and documentation issues that can delay or derail a transaction. 

Hosted By: 

Leticia Martinez, J.D., is Managing Partner of Ambrecht & Martinez, LLP, guiding families and business owners through sophisticated estate planning, tax strategy, and business succession. Based in Santa Barbara, she helps clients preserve wealth, strengthen family relationships, and prepare future leaders.