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Fiduciary Managed Estate Sales

Bespoke Strategies Tailored to Fiduciary Requirements

Fiduciaries must preserve legacies while managing complex estate sales

Fiduciaries bear the profound responsibility of preserving a client’s legacy while managing the delicate intricacies of estate property sales. This role requires balancing the expectations of beneficiaries with the complex legal and financial dimensions of trust administration—a task that can feel both overwhelming and emotionally taxing. The challenge to honor a client's wishes while ensuring the maximization of estate value demands precision, expertise, and unwavering diligence.


At The Caroline K. Huo Group, we offer an unparalleled solution tailored to fiduciaries, seamlessly navigating the complexities of trust property transactions with consummate professionalism. Our deep market expertise and commitment to enhancing value ensure a refined, flawless experience from start to finish. By meticulously attending to every detail, we empower fiduciaries to fulfill their roles with grace and confidence, allowing them to focus on their primary responsibilities while entrusting us with the nuances of estate sales.

Our Solutions

  • Comprehensive Property Valuation

    We bring expertise in local markets to provide an accurate property valuation, ensuring that estate assets are positioned to achieve the maximum possible sales price, aligning with the trust’s financial goals.

  • No Upfront Cost Renovations

    Enhance the property’s market value with renovations that require no initial investment. Our team manages the entire process, delivering a 3:1 return on investment while maintaining the fiduciary’s duty to maximize value for the estate.


  • Proven Systems for Seamless Sales

    Drawing on over 500 successful transactions, our proven systems ensure an efficient and streamlined sales process, minimizing any potential challenges and ensuring compliance with trust administration requirements.

  • Experienced Fiduciary Support

    Our seasoned professionals understand the unique responsibilities of fiduciaries, providing guidance and managing each step of the transaction with precision and care, allowing you to confidently fulfill your fiduciary obligations.

  • Clear Communication and Coordination

    We foster transparent communication among all stakeholders, addressing concerns, facilitating collaboration, and alleviating the administrative burden, ensuring a smooth and harmonious process throughout the sale.

Exemplary Outcomes with Fiduciary Clients

Highlighting Distinctive Successes and Unparalleled Results

801-811 Santa Lucia Ave, San Bruno &

512 Keoncrest Dr, South San Francisco

Our efforts led to a swift acquisition by a savvy investor for one property and multiple offers above asking price for the other, ensuring a smooth and stress-free experience for our fiduciary client.


Sold in avg 10 days

3736 Cass Way, Palo Alto

This lovely home located on a quaint, Barron Park cul de sac minutes from Stanford University received a lot of attention. We received 9 strong offers, and went under contract in just 6 days!


Sold in 6 days

2233 Armada Way, San Mateo

This bright and airy townhouse in the serene Harbortown neighborhood of San Mateo quickly attracted multiple offers, went under contract in just 12 days, and sold for over asking price!



Sold in 12 days

We make it happen

With White Glove Service


Our personalized approach ensures that every detail is handled with care, from coordinating with renovations crews, staging, and other parties to streamlining the sale process. As a fiduciary, we understand the tremendous responsibility your clients place in your judgement. Rest assured, the trust's largest asset is in the hands of experts who understand the unique challenges and sensitivities of estate management.



A seamless, stress-free experience for fiduciaries who manage multiple clients and complex estate matters at a time.


That's the CKH Effect.


EXPERIENCE THE CKH EFFECT YOURSELF

Our Streamlined Process

A timeline of working with us

TESTIMONIALS

  • Many thanks to you for a fabulous job, not only at Keoncrest, but Santa Lucia as well. You have magic! I very much appreciate what a stellar job you all did and the attention to detail... especially considering the conditions of the property.

    I look forward to working with you again in the future...
    Claudia J.
    Fiduciary Specialist
  • The house looked great, and you guys did a good job. One thing I will really compliment you guys on is the packet you guys put together with the offers made my life really really easy. That was fabulous, it really was. It took a lot of work out of reviewing the offers and what I have to do.
    Cathy C.
    Fiduciary Specialist
  • Thank you Caroline and Team! What a double win on Cass and a Solid for Picadilly.
    Great working together as always
    Jessica B
    Fiduciary Client
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