San Francisco Real Estate Agents Who Specialize in Selling Trust Properties

Andrew De Vries runs Probate Agent Real Estate Services under Berkshire Hathaway HomeServices Franciscan Properties and is one of the few agents on this list who also holds a California Professional Fiduciary License. His practice is limited to trust, probate and conservatorship sales, with more than 900 fiduciary sales across all nine Bay Area counties, so a trustee with property in San Francisco and Marin or the East Bay can use one agent for all of it.

Jennifer Rosdail's team dedicates a distinct part of its practice to probate and trust property, with a Probate and Trust Services page, an Estate Solution page and a Probate FAQ on its site. Trustees are offered two tracks: a quick sale to investors when speed matters more than price, or a prepared, fully marketed listing when the goal is the highest number.

When the trust's attorney is the client, the attorney is treated as the client for every real estate decision, and the team keeps the executor or attorney informed on all offers. Her team also runs an attorney referral intake because the estate work generates a steady need for legal help. RealTrends ranked the team 23rd by volume in San Francisco for 2025 with $66.8 million in sales.

Karen McCarthy works only on trust, probate, inherited-property and senior-transition sales, and holds the Certified Trust and Probate Specialist, Certified Probate Real Estate Specialist and Seniors Real Estate Specialist designations. For trustees who live elsewhere she coordinates move managers, estate-sale companies, donations and document shredding, and offers repairs and staging with no upfront cost for qualified estates, paid at closing.

Todd Wiley and Kim Wiley's Compass team maintains a dedicated trust and probate practice, and Todd holds the Certified Probate Real Estate Specialist designation. The team handles trust-held houses and multi-unit buildings, attends court hearings when a sale needs confirmation, and carries a 5.0 rating across 77 Zillow reviews.

Jessie Lee is a Certified Probate and Trust Advisor whose Compass team closes 50 to 70 sales a year across houses, multi-unit buildings, condos and lofts. Her site explains trust distributions alongside full- and limited-authority probate rules, and her team's volume means a trustee gets staging, marketing and transaction management that run on a schedule.

Pat Rock has specialized in San Francisco trust, probate and conservatorship sales since 1989 and built his advisory practice around the parts trustees dread: clearing out a lifetime of belongings, managing repairs and tenant move-outs, sending weekly progress reports and mediating between beneficiaries who do not agree. For a trustee handling a sibling's or parent's home from a distance, that is the whole job.

Trust Properties USA is a brokerage built for executors, trustees, CPAs and professional fiduciaries, and Tom Pantazis leads its Northern California work. A trust can choose a fix-and-sell path, with repair costs fronted by the brokerage and repaid at closing, or an as-is sale; either way the clean-out, including hoarding clearance, is handled by the team. It is a fit for trusts that are short on cash and long on deferred maintenance.

Karen Mai is a Certified Probate and Trust Specialist whose practice is set up for trustees and heirs who are not in San Francisco: clean-outs, repairs, local paperwork and preparation handled remotely, an as-is sale option when the trust would rather not fund repairs, and attorney referrals when an occupant will not leave. She reviews every contract personally and works alongside the trust's attorney.

Ed Leavitt's 35-year practice at Compass covers trust, probate, conservatorship and partition sales as well as commercial property. He is one of the few agents here who is comfortable with both a trust-held home and a contested co-owned building, and a reasonable second call for trusts with a commercial asset.

Tim Curran has assisted more than 610 estates since 1987 and describes himself as possibly the most referred Realtor by estate attorneys in San Francisco for probate and trust sales. Trustees who want the longest track record in the city, and an agent who has trained other agents on estate sales, will find it here.

Michael Minson leads the Level Up Group, a Compass-affiliated team that describes itself as trust and probate specialists and has published a successor trustee's guide covering the sequence most trustees face: sorting belongings, hauling and donation, cleaning, pre-sale repairs, inspections and marketing. The team's systems-driven approach suits a trustee who inherited a dated property and needs it turned around on a schedule.

Minson was formerly the operating principal of Keller Williams San Francisco, and the team has reported more than $900 million in sales across San Francisco and the Bay Area, with probate sales listed among its areas of expertise.

Aimee Arost is a Certified Probate Real Estate Specialist with an active California law license, and her SFBLOCKS team at Compass handles trust sales, formal probate and conservatorships with a lawyer's attention to notices and documentation. She spent more than 15 years managing San Francisco brokerages before leading her own team, which RealTrends lists at $104 million in volume.

Nick Johnson has handled trust, probate and conservatorship sales at Coldwell Banker Realty in San Francisco for 22 years and holds a 5.0 rating across 56 Zillow reviews. He is a solid choice for a trustee selling a single-family home or condo who wants an experienced individual agent rather than a large team.

Michael Freethy, a fourth-generation San Franciscan licensed since 1990, sells trust, probate and conservatorship property and has particular experience with tenant-occupied buildings, which many long-held trust properties turn out to be. Thirty-six years in one market is useful when a trustee needs a defensible valuation on a house that has not traded since the 1970s.

Lorraine Meier handles trust, probate and conservatorship sales from NOVA Real Estate, an independent San Francisco brokerage, with a 5.0 rating across 16 Yelp reviews. A good fit for trustees who want direct contact with the agent handling the file.

Jennifer Burden and Carren Shagley's Legacy Real Estate is a two-principal San Francisco brokerage that works with estate attorneys on pricing, inspections and marketing of trust and probate property, with a published guide to estate sales in the city and a 5.0 rating across 64 Zillow reviews.

Janice Lee sells trust and probate property, including two- to four-unit buildings, from Coldwell Banker Realty and holds a 5.0 rating across 102 Yelp reviews, the largest review base in this group. Trustees who weight client feedback heavily should include her in their interviews.

Danielle Lazier founded Vivre Real Estate after two decades as a top-one-percent San Francisco agent and reports more than $1 billion in career sales. Her team's published case study on selling an inherited family home in Bernal Heights, which closed 16 days after the price was agreed, is the kind of outcome heirs selling a parent's house want, and her preparation and pricing process is well documented.

She does not market a dedicated trust or probate practice, so trustees with court-supervised or multi-unit sales should look higher on this list; for a straightforward inherited home or condo, her team is a credible option.