For estate attorneys, fiduciaries & advisors
I handle everything to do with the house — for trustees, heirs and families — and I keep you informed along the way.
What I can do for your client
A written opinion of the home’s market value as of the date of death — the figure a step-up basis calculation and trust accounting need. Back to you within 48 hours, at no charge.
A broker’s opinion of value, not a certified appraisal — I’m not a licensed appraiser. Where a formal appraisal is called for, I can refer appraisers who do that work.
What the house is likely to net after preparation, carrying costs and sale costs — before anything is committed. It gives a trustee a number they can justify to beneficiaries.
Clean-out, estate sale, repairs, staging, photography and marketing — coordinated by one person, using vendors I have worked with for years. Progress photos go to family members who are out of town.
All of the above in Chinese, for families in China and Taiwan and for Chinese-speaking heirs here. Documents explained, calls taken at their hours.
How a referral works
By phone, by email, or through the form below. Whatever is least work for you.
And you see the plan before anything begins.
Copied on milestones, if your client agrees — and a one-page summary at closing.
Your client stays your client.
For your clients
Written to be given away — plain language, one page, no branding exercise.
One page, four times a year: what trust and estate properties in Palo Alto actually sold for, what preparation returned, and what did not. Written for advisors, not for sellers.
You’re on the list. The next one goes out at the end of the quarter. — Maggie
Four emails a year. Nothing else, no list sharing, unsubscribe in one click.
Situations I handle often
16 years · 170+ homes sold · Top 0.1% of U.S. REALTORS® by sales volume (RealTrends Verified, 2025) · English & 中文
Refer a client
Everything below the first four fields is optional. Send me a name and I will take it from there.
Thank you — this is with me now.
I’ll be in touch with you within 24 hours, before I contact your client.
