LISTING PLAN OF ACTION

My objectives are the Following:

  1. To assist in getting as many qualified buyers as possible into your home until it is sold.
  2. To communicate to you, weekly, the results of our activities.
  3. To assist you in negotiating the highest dollar value … between you and the buyer.

The Following are Steps I Take to Get a Home Sold … the “Proactive Approach:”

  1. Submit your home to our local Multiple Listing Service.
  2. Price your home competitively … to open the market vs. narrowing the market.
  3. Promote your home at the company sales meeting.
  4. Develop a list of features of your home for the Brokers to use with their potential buyers.
  5. Email a features sheet to the top 20 agents in the marketplace for their potential buyers. 
  6. Suggest and advise as to any changes you may want to make in your property to make it more saleable.
  7. Constantly update you as to any changes in the marketplace.
  8. Prospect 4 hours per day and talk to 24 people per day looking for potential buyers.
  9. Contact, over the next seven days … my buyer leads, Center of Influence, and Past Clients for their referrals and prospective buyers.
  10. Add additional exposure through a professional sign and lock‐box.

THE LISTING PLAN OF ACTION

  1. Whenever possible, pre‐qualify the prospective buyers.
  2. Keep you aware of the various methods of financing that a buyer might want to use.
  3. When possible, have the cooperating Broker in the area tour your home.
  4. Follow‐up on the salespeople who have shown your home … for their feedback and response. 
  5. Assist you in arranging interim financing … if necessary.
  6. Represent you on all offer presentations … to assist you in negotiating the best possible price and terms.
  7. Handle all the follow‐up upon a contract being accepted … all mortgage, title, and other closing procedures.
  8. Deliver your check at closing.

Free Probate Checklist

Free Checklist

The First 5 Steps in Probate

Step 1: File the Petition

Action: File a petition with the probate court to begin the probate process.

Tip: Ensure you include all necessary forms and information to avoid delays. Double-check court filing requirements in your jurisdiction.

 

Step 2: Notify Interested Parties

Action: Notify heirs, beneficiaries, and creditors about the probate proceedings.

Tip: Use certified mail for notifications to maintain proper records for the court.

 

Step 3: Inventory Estate Assets

Action: Create a detailed inventory of the deceased’s assets, including real estate, personal property, financial accounts, and other valuables.

Tip: Work with an appraiser or estate professional to accurately value high-ticket items like homes or collectibles.

 

Step 4: Manage Estate Debts and Expenses

Action: Identify and settle outstanding debts, taxes, and expenses from the estate.

Tip: Keep thorough records of all payments and transactions to ensure transparency and compliance with probate laws.

 

Step 5: Distribute Assets

Action: Once all debts and taxes are settled, distribute the remaining assets to beneficiaries according to the will (or state law if no will exists).

Tip: Obtain court approval for the final distribution to close the probate case properly.


 

Bonus Tips for a Smooth Probate Process

Stay Organized: Keep all court documents, receipts, and correspondence in one place.

Seek Professional Guidance: Consider working with a probate specialist or attorney to navigate legal and financial complexities.

Communicate Regularly: Keep beneficiaries informed about the progress to minimize misunderstandings.


Need Help with Probate? Navigating probate can be challenging, but you don’t have to do it alone. Contact me for expert guidance and support every step of the way.

 

Schedule a Free Consultation

 

 

Warm regards,

HomeSmart Key Realty

Rudy Rodriguez

Broker Associate

Dre: 01211396
Certified Probate and Trust Specialist
760-550-7700
RudyRodriguez.us

© 2025 All Rights Reserved.

Navigating The Inherited Home Sale

Preparing Your Inherited House For Sale Guide

Welcome to our guide on preparing your inherited house for sale! Whether you’re a first-time seller or experienced in real estate, this comprehensive guide will walk you through each stage, ensuring a smooth and successful sale. Complete the form below:

Preparing Your Inherited House For Sale Guide
Certified Probate & Trust Specialist 

As a Certified Probate & Trust Specialist you can rest assured that as a Real estate professional, I have the understanding of the Probate transaction and can represent sellers or buyers in probate transactions, as well as investors looking to purchase probate properties. 

Rudy Rodriguez DRE: 01121396

RudyRodriguezus Copyright 2028

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