Trust & Probate Real Estate Specialists | Riverside County | The Hardy Group

Trust & Probate Real Estate · Riverside County, CA

You inherited a house. Now what?

Whether the property sits in a trust, is working its way through Riverside County probate court, or is stuck between siblings who don't agree yet — you don't have to figure out the next step alone. The Hardy Group has walked families, executors, trustees and attorneys through this since 2005.

2005Serving families since
60+ yrsCombined experience
$50MAverage annual sales
$0Cost for the first conversation

Start where you are

Four ways people land on this page

Every trust and probate sale is different. Find the one that sounds like your situation — the first call goes a lot faster when we already know which chair you're sitting in.

Executor / Administrator

The court put you in charge

You've been named personal representative and the house is the biggest asset — and the biggest headache — in the estate.

  • We tell you whether you have full or limited authority, and what that changes
  • Date-of-death value opinion for your attorney and CPA
  • Cleanout, securing, and vacant-property upkeep handled
  • Every notice, disclosure and court date tracked so nothing slips
Successor Trustee

The home is held in a trust

Good news first: a properly funded trust usually skips probate court entirely. That means a faster, more private sale — and more control over how it's marketed.

  • No court confirmation, no overbid drama in most trust sales
  • We work directly with your trust attorney on the paperwork
  • Full-market marketing, not a discount "as-is" flip offer
  • Clear reporting you can forward to beneficiaries
Attorney / Professional Fiduciary

You need an agent who won't slow the case

You've been burned by an agent who didn't know what a Notice of Proposed Action was. We're not that agent.

  • We speak IAEA, DE-165, court confirmation and overbid fluently
  • Referral-ready reporting and documented timelines
  • Coverage across all three Riverside County probate venues
  • Discreet with your client — we know these are hard months
Heirs & Beneficiaries

You share the house with family

One sibling wants to sell, one wants to keep it, one hasn't answered a text in three weeks. That's the most common version of this call.

  • A neutral, commission-blind opinion of what the home is actually worth
  • Sell, rent, or buy-out math laid out side by side
  • Prop 19 property-tax implications flagged before you decide
  • One point of contact so nobody feels out of the loop

The question everyone asks first

Trust sale vs. probate sale: what's actually different?

Both end with the house sold and the proceeds distributed. How you get there — and how long it takes — is where they part ways.

  Trust Sale Probate Sale
Who signs Successor trustee, per the trust document Executor or administrator, once the court issues Letters
Court involvement Usually none Always some — the amount depends on your authority under the IAEA
Typical timeline Similar to any traditional sale Longer — Letters must issue first, then notice or confirmation periods stack on
Price floor Whatever the market supports A court-confirmed sale must come in at a minimum of 90% of the probate referee's appraised value (Prob. Code §10309)
Can a buyer be outbid at the last minute? No Yes, in a court-confirmed sale — the overbid happens live in the courtroom
Privacy Private — trusts are not public record Public — filings, and often the sale price, are on the court docket
Disclosures Many standard disclosures still apply The representative is typically exempt from the Transfer Disclosure Statement, but known material facts still must be disclosed

The trap we see most: a family assumes the home is "in the trust" because Mom and Dad set one up years ago — but the deed was never actually transferred into it. That property still goes through probate. If nobody has pulled the current vested deed yet, that's step one, and we'll pull it for you at no charge before you make any decisions.

Who you'll actually be working with

A mother and a daughter, and one of them reads contracts for sport

Trust and probate work is equal parts paperwork and people. That's genuinely why this partnership works — Jill handles the first part, Paige handles the second, and you get both without paying for two agents.

Jill Hardy and Paige Hardy Hill of The Hardy Group, a mother-daughter real estate team serving Temecula Valley and Riverside County
Jill Hardy and Paige Hardy Hill · The Hardy Group, Temecula, California
Jill Hardy, trust and probate real estate specialist with The Hardy Group in Temecula, California

Jill Hardy

Co-Founder · The Contract Mind

Jill has been in real estate for more than 22 years, and for over 20 of those she has been doing trust and probate work specifically. She has sat through the confirmation hearings. She has caught the missing signature on the Letters two days before it would have blown up an escrow. When an attorney asks a question about authority or timing, she already knows the answer.

"Calm is my middle name."

That's not a marketing line so much as an accurate job description. Estates bring out the worst week of a lot of people's lives, and Jill is the person in the room who has seen this exact situation before and isn't rattled by it.

  • Reads the fine print the other side is counting on you to miss
  • Full vs. limited authority, Notice of Proposed Action timing, court confirmation prep
  • Works directly alongside your probate or trust attorney, not around them
  • Serving Temecula, Murrieta and Canyon Lake families for two decades

CA DRE #01491491 · 22+ years in real estate · 20+ years in trust & probate

Paige Hardy Hill, Temecula Valley native and probate real estate agent with The Hardy Group

Paige Hardy Hill

Co-Founder · The Connector & Negotiator

Paige is the one who drives the deal forward. She grew up in the Temecula Valley, is raising her own family in Murrieta, and knows this market street by street — which matters more than people expect when an estate property needs to be priced correctly the first time.

Before real estate she worked abroad as a tour guide, which sounds like a fun fact until you watch her handle four heirs who all want something different. Reading a room and keeping people calm in an unfamiliar process turns out to be the same skill in both jobs.

  • Marketing estate properties at full value instead of investor-discount value
  • Cleanout, estate sale and vendor coordination — the part families dread most
  • Keeping every heir and beneficiary in the loop so nobody feels blindsided
  • Temecula Valley native, raising her family in Murrieta

CA DRE #01999634 · Temecula Valley native · The Hardy Group since 2005

How it goes

The Hardy Group process, start to close

No surprises, no jargon dumped on you at the worst possible time. Here's the whole thing.

The first conversation — free, no pressure, no listing agreement

We ask what's going on, pull the vested deed and the property history, and tell you plainly whether you're looking at a trust sale, a full-authority probate sale, or a court-confirmed sale. If it turns out you don't need to sell at all, we'll say that too.

Usually 30–45 minutes

Value the property — including date-of-death value

You'll get a current market opinion plus, if you need it, a retrospective date-of-death value your CPA can use for stepped-up basis. In probate, the court's appointed probate referee sets the official appraised figure, and we'll walk you through how our number and theirs relate.

Typically within a week

Clear out, clean up, and secure the home

The hardest part for most families isn't the paperwork — it's the garage. We coordinate estate sale companies, junk haul-off, donation pickup, deep clean, landscaping, and lock changes. Our vendor list is people we've used for years, not a Google search. Deferred repairs get triaged by return on investment, and we'll tell you when the answer is "sell it as-is."

1–4 weeks depending on contents

List it like it deserves to be listed

Estate properties get lowballed constantly by investors betting the family is tired. We market yours the way we market every Hardy listing: professional photography, full MLS and syndication exposure, and the buyer pool the property actually deserves. Estate homes are not a discount category.

On market once the estate is cleared to sell

Handle the legal machinery in the background

With full authority under the IAEA, that generally means preparing the Notice of Proposed Action (Form DE-165) and running the 15-day objection window with your attorney. With limited authority — or when a beneficiary objects — it means a court confirmation hearing, and we prepare you and your buyer for the overbid.

15 days for a NOPA; confirmation hearings are calendared by the court

Close, distribute, and stay in touch

We coordinate with escrow, your attorney and the title company through funding, and hand you a clean file for the estate accounting. Then we stick around — we're a Temecula Valley family business, and most of these families end up neighbors, not transactions.

Standard escrow, plus any court-required timing

The part nobody explains well

Court confirmation and the overbid, in plain English

If your sale needs the judge's blessing, an accepted offer isn't the finish line. Anyone can show up at the hearing and bid against your buyer. Here's the math, so it isn't a shock on the day.

Under California Probate Code §10311, a qualifying overbid at the confirmation hearing must beat the accepted offer by 10% of the first $10,000, plus 5% of everything above $10,000. On a $600,000 accepted offer, that works out like this:

Accepted offer  ·  $600,000 10% of the first $10,000  ·  + $1,000 5% of the remaining $590,000  ·  + $29,500 Minimum first overbid  ·  $630,500

And separately, under §10309, the court can't confirm a private sale for less than 90% of the appraised value — and that appraisal has to be current, valued within one year before the confirmation hearing. Which is exactly why pricing an estate property is not a guessing game.

Where Riverside County cases are heard. Probate in this county runs through three locations: the Southwest Justice Center in Murrieta (30755-D Auld Road) — the one that serves our Temecula Valley backyard — plus the Riverside Historic Courthouse (4050 Main Street) and the Palm Springs Courthouse (3255 E. Tahquitz Canyon Way). We work all three, and your attorney will confirm which venue your case is assigned to.

Beyond the listing

The things that actually keep you up at night

A house full of a lifetime

Estate sale coordination, donation pickup, haul-off, and a plan for the things nobody can bear to throw away yet. We've done this enough to be gentle about it.

A vacant property, 40 miles away

Lock changes, landscape upkeep, mail handling, and eyes on the house. Vacant estate homes attract exactly the wrong kind of attention.

Prop 19 and the property tax bill

Keeping an inherited home can mean a reassessment to current market value unless it was the parent's primary residence, you move in within a year, file with the assessor on time, and stay under the value cap. We flag it early so you can ask your CPA the right question — before you decide.

An heir who won't respond

We can't make people agree. But we can put one honest, commission-neutral number in front of everybody so the conversation is about facts instead of assumptions.

Investor letters in the mailbox

They start arriving fast — public probate filings are a lead list. Before you take a cash offer, let us tell you what the open market would pay. Sometimes the cash offer really is right. Often it's 15% light.

Repairs you're not sure are worth it

We triage by return, not by wish list. Paint and flooring usually pay. A new roof usually doesn't. You'll get the honest version, even when it costs us.

Service area

Trust & probate real estate across Riverside County

Home base is the Temecula Valley — we're natives, not transplants — and we handle estate and trust sales county-wide.

  • Temecula
  • Murrieta
  • Menifee
  • Wildomar
  • Lake Elsinore
  • Canyon Lake
  • Winchester
  • French Valley
  • Hemet
  • San Jacinto
  • Perris
  • Nuevo
  • Homeland
  • Sun City
  • Moreno Valley
  • Riverside
  • Corona
  • Norco
  • Eastvale
  • Jurupa Valley
  • Beaumont
  • Banning
  • Calimesa
  • Idyllwild
  • Anza
  • Aguanga
  • Palm Springs
  • Cathedral City
  • Rancho Mirage
  • Palm Desert
  • La Quinta
  • Indio
  • Coachella
  • Desert Hot Springs
  • Blythe

Straight answers

Trust & probate questions we get every week

Do I need probate if the house is in a trust?

Usually not — that's the whole point of a trust. If the property was properly deeded into the trust before death, the successor trustee can generally sell it without opening probate. The catch is that families often set up a trust and never move the deed into it. Pull the current vested deed before you assume anything; we'll do that for you at no cost.

How long does a probate home sale take in Riverside County?

Longer than a standard sale, and it varies. You can't sell until the court issues Letters appointing the personal representative. From there, a sale under full IAEA authority adds a 15-day Notice of Proposed Action window, while a court-confirmed sale waits on the court's hearing calendar. Trust sales generally move on a normal escrow timeline. Your probate attorney is the right person to give you dates for your specific case — we'll build the marketing plan around them.

What is a Notice of Proposed Action (Form DE-165)?

It's the form a personal representative with full authority under the Independent Administration of Estates Act mails to interested parties before taking a major action like selling real property. It describes the property, buyer, price and terms, and it has to go out at least 15 days before the action. If nobody objects in writing within that window, the sale can proceed without court confirmation.

What's the difference between full and limited authority?

Full authority under the IAEA lets the personal representative sell real property using the Notice of Proposed Action process, without a confirmation hearing. Limited authority still allows most estate administration, but selling real property requires court confirmation — which means the overbid process. Which one you have is stated in the Letters the court issued to you. If you're not sure, send us a photo of your Letters and we'll tell you.

Can someone outbid my buyer in court?

In a court-confirmed sale, yes. At the confirmation hearing, other buyers can bid against the accepted offer. Under Probate Code §10311, the first overbid must exceed the accepted offer by 10% of the first $10,000 plus 5% of the balance — so on a $600,000 offer, the first overbid is $630,500. It's not a reason to panic; it's a reason to prepare your buyer in advance, which we do.

Can a probate home sell for less than the appraised value?

Not in a court-confirmed private sale. Probate Code §10309 requires the offer to be at least 90% of the appraised value, and the appraisal has to be valued within one year before the confirmation hearing. The appraised figure comes from the probate referee appointed to your case, not from a Realtor.

Do I have to fix up an inherited house before selling it?

No. Plenty of estate homes sell as-is and do fine. What we do is walk the property and tell you which repairs actually return more than they cost — usually paint, flooring and landscaping — and which ones to skip. Estates rarely have cash sitting around for renovation, so we plan around that reality rather than pretending it isn't there.

What is date-of-death value and why does my CPA want it?

When property passes at death, its tax basis generally resets to fair market value as of the date of death. That "stepped-up basis" is what determines capital gains if you sell later. Your CPA needs a defensible value as of that date. We provide a retrospective market analysis for it; for estates where the number is large or contested, your attorney may want a licensed appraiser instead, and we'll say so.

Will I lose the low property taxes if I keep the house?

Possibly. Under Proposition 19, the parent-child exclusion generally applies only when the home was the parent's primary residence, the heir makes it their own primary residence and moves in within a year, files the claim with the county assessor within a year, and the value increase stays within the cap above the old assessed value. Miss any of those and the property is reassessed to current market value. This is a question for your CPA or attorney — we just make sure you ask it before you decide to keep or sell.

Should I just take the cash offer I got in the mail?

Sometimes — speed and certainty have real value when an estate is carrying a mortgage, taxes and insurance every month. But probate filings are public, so those letters are a lead list, and the offers are priced accordingly. Get one honest market number before you sign anything. If the cash offer is genuinely your best move, we'll tell you that and you won't owe us a thing.

My siblings and I don't agree on what to do. Can you still help?

That's a big share of what we do. We can't referee family decisions, and we won't try. What we can do is put the same facts in front of everyone at once — what it's worth today, what it would rent for, what a buyout would actually cost — so the conversation is about numbers instead of guesses. Our advice is commission-neutral, which means we'll walk you through the option where we don't get paid.

Do you work with probate attorneys and professional fiduciaries?

Regularly, and it's some of our favorite work. We know the vocabulary, we hit the deadlines, we document everything, and we don't make you explain the IAEA to us. If you're a fiduciary or attorney looking for an agent in Riverside County who won't create work for you, let's talk.

What does it cost to talk to you?

Nothing. There's no listing agreement to sign to have the first conversation, and there's no obligation afterward. Call or text 951.465.3054, email help@askhardy.com, or book a time that works for you.

When you work with Hardy, start packing

Let's figure out your next step together

A mother-daughter team, born and raised in the Temecula Valley, doing this since 2005. Bring us the messy version — the boxes, the court dates, the sibling who won't call back. We've seen it, and we'll tell you the truth about it.

951.465.3054  ·  help@askhardy.com  ·  @househardys
27555 Ynez Rd., Suite 110, Temecula, CA 92591

The Hardy Group are licensed California real estate professionals, not attorneys, accountants or tax advisors. Nothing on this page is legal or tax advice, and reading it doesn't create a professional relationship. California probate and trust procedures — including Probate Code §§10309 and 10311, Independent Administration of Estates Act authority, and Proposition 19 property tax rules — depend on the specific facts of your case and can change. Please confirm how they apply to you with a qualified probate or estate attorney and your CPA. Timelines described here are general and vary by case and by court calendar. The Hardy Group is powered by Real Broker. Equal Housing Opportunity.