For successor trustees & personal representatives

You can be questioned on how the listing agent was chosen

A trustee's job isn't just to pick an agent — it's to be able to show, later, that the agent was selected sensibly and monitored afterward. Here's what a defensible version of that looks like.

Styled exterior scene: white board-and-batten home with gabled roofline, Dutch door, and boxwood hedges

The short version: fiduciaries are held to a care standard in selecting and supervising the people they hire on the estate's behalf — and the listing agent is usually the largest such hire. Beneficiaries who later question the sale price rarely attack the market; they attack the process. "I called the agent my neighbor recommended" is not a process. A written comparison of two or three qualified candidates, kept in the file, is.

Select — then monitor

The duty doesn't end at the signature. Someone should be watching the file after listing: is the marketing that was promised actually running, are showings happening, is pricing feedback being reported in writing, are unsolicited cash offers being evaluated against a prepared-sale scenario instead of accepted out of fatigue? When we run a selection, we stay on the file through close as that second set of eyes — and an agent who fails a file doesn't get another family from us.

What belongs in your file

Criteria defined before candidates were contacted; the candidates considered and why each was in or out; the same-scorecard comparison; fee terms in writing; who monitors after listing; dates throughout. The complete checklist: how a trustee should document hiring a listing agent.

The out-of-state reality

Most successor trustees don't live near the property. That makes the agent selection more consequential, not less — the agent becomes your access, your vendor quarterback, and your eyes on an empty house. Remote practicalities (signing, insurance notice, lockbox, who checks after storms) belong in the criteria, not in the afterthoughts. More: selling from out of state.

The family-member-agent problem

A beneficiary's spouse with a license, the sibling's best friend, Mom's agent from 2009 — common, and manageable: include them as a candidate on the same scorecard rather than either anointing or excluding them. The comparison protects the trustee from the appearance of favoritism in both directions.

This page speaks to the fiduciary's duty. The service itself — what we do, what it costs (nothing additional on the referral path), and how candidates are sourced — is here: probate & estate sales.

Questions trustees ask

Is hiring Mom's old agent enough?
It can be the right outcome — after a comparison, not instead of one. A familiar name is a candidate, not a decision. Put them on the same scorecard as one or two probate-experienced alternatives and keep the comparison in the file; if they win on the evidence, you've protected yourself and honored the relationship.
What if beneficiaries disagree about the agent?
Move the argument from names to criteria. A written, same-scorecard comparison gives disagreeing beneficiaries something objective to react to — and gives the trustee a documented, neutral basis for the selection if the disagreement outlives the sale.
I live out of state. Can I actually run this remotely?
Yes — selection, signing, and monitoring all run remotely. What you need locally is the right agent (who becomes your operational presence) and a documented process you can show beneficiaries from anywhere. See how to hire a listing agent when you live out of state.

Run a documented selection See the scorecard

Not legal, tax, or fiduciary advice — your attorney directs the administration. You're never obligated to hire any agent we evaluate or present; the decision is solely yours. Jens Hansen, REALTOR®, DRE 02274665, Compass, Danville, CA. Terms.

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