Conservatorship Guidance
Martie Garcia, Your Certified Probate Real Estate Specialist
DRE #00910596 | Phone: (714) 655-5810 | Email Martie Garcia
Broker Associate | Probate • Trust • Conservatorship Real Estate Guidance
Martie Garcia helps Baby Boomers, seniors, conservators, executors, trustees, and families throughout Orange County navigate real estate decisions involving probate, trusts, conservatorship real estate, inherited property, downsizing, and relocation.
Families facing conservatorship, probate, or trust matters are often dealing with much more than a property. That is why Martie believes they often need more than a traditional real estate agent—they need an experienced advocate and resource who understands the bigger picture.
Martie brings more than a decade of real estate experience, along with more than 40 years as a Registered Nurse, now retired, including approximately 25 years in hospice care. This combination gives her a unique understanding of both the real estate process and the personal challenges families may face when a loved one is aging, experiencing dementia or cognitive decline, becoming incapacitated, or living in a care setting.
For probate, trust, and conservatorship properties, Martie helps coordinate the real estate side of the process, including property evaluation, a Probate Comparable Market Analysis (P-CMA) when appropriate, preparing the home for sale, estate-sale and clean-out resources, repairs, insurance considerations, property check-ins, and vendor coordination for families who live out of the area.
In conservatorship situations, Martie’s extensive healthcare background provides an additional level of understanding and support. She is familiar with many senior living and care facilities throughout Orange County and understands the concerns that can arise when a loved one is living in a facility. She can help families prepare for facility family care conferences, plan-of-care discussions, and plan-of-care arrangements or changes, organize questions and concerns, and communicate more effectively with the care team when issues need to be addressed.
Martie is also the author of Caregiving at Home and Caregiving for a Declining Loved One, drawing from decades of hands-on experience supporting patients and families.
Credentials:
• Broker Associate, Realty ONE Group West
• Certified Probate Real Estate Specialist
• Certified Probate & Trust Specialist
• Senior Real Estate Specialist®
• GRI | RENE
Martie Garcia
Text or Call: 714-655-5810
BoomerAnswers@gmail.com
A Real Estate Agent Your Attorney Will Value & Appreciate
Your attorney and your CPRES real estate agent are your most important resources to lead, guide, and protect you as a probate executor. I personally meet with your attorney to review all purchase offer contracts that come in on the property held in the probate estate. Most agents do not do this, but it is important to me to make sure that your attorney and I are aligned so that they know I am doing my part to lead, guide and protect you.
Making Things Easier For You As A Probate Executor
By giving you access to the best team of professional service providers, you do not have to go and search out and interview multiple people and risk receiving poor service.
It has taken me many years to develop and offer you the absolute best network of service providers to help assist you as you navigate the probate process. In addition to helping to give you clarity in dealing the most common probate challenges, I can also help you secure the services of competent professionals, some of these include:
Probate Attorney
A good probate attorney will help you through the legal process of handling the decedent’s estate. For those who died testate – with a will – a probate attorney will help you distribute assets to the proper person, and will help you with paying the estate debts. If the decedent died intestate – without a will – it’s a good idea to retain a probate attorney if the decedent had retirement accounts, bank accounts or real estate.
CPRES Real Estate Agent
The probate process is complex, and selling a home can be difficult, but when you put the two together it can be a very stressful experience. A Certified Probate Real Estate Specialist (CPRES) receives special training to deal with the sale of properties that are in probate. CPRES agents understand the probate process, know how a home is sold in probate, how court confirmation probate sales work, and any special probate rules regarding the sale of real property in your state.
Accountants, CPAs, and Tax Attorneys
A tax attorney will also be able to help you with estate taxes that may be due when you file the decedent’s final tax return. Accountants, tax attorneys and probate attorneys will also help you with retirement accounts, investments and other accounts that need to be distributed. In some cases, the executor or administrator may be held responsible for unpaid taxes, so you’ll need to ensure that the estate pays all of the necessary local, state and federal taxes that are associated with the decedent’s death.
Appraisal, Liquidation and Property Care
Real Estate Opinion of Value Letter: Often requested by accountants, establishes home value at time of passing, this is also known as a PCMA, a Probate Comparative Market Analysis and should be done by a CPRES agent.
Real Estate Appraiser: A licensed home appraiser gives a full appraisal.
Personal Property Appraiser: Appraises the decedent’s personal property.
Personal Property Estate Liquidator: Takes care of selling and or donating decedent’s personal property.
Property Care & Support: Handymen, electrician, plumber, roofer, pest control, property manager, landscaper, trash hauler – all these service providers and others can be provided by your CPRES real estate agent.
Need a Service Provider? Contact Me Today
Martie Garcia: (714) 655-5810 | Email Martie