Marin County Estate & Trust Property Oversight

Estate & Trust Property Services in Marin County

A trusted local resource for attorneys, fiduciaries, executors and trustees responsible for inherited and trust-owned real estate in Marin County.

We secure, document, maintain and oversee the property while you handle the estate.

Local presence. Lasting peace of mind.

When a Property Becomes Part of an Estate, Someone Still Has to Manage It

A home may become vacant overnight while the executor, trustee, family, and legal team are still determining what happens next.

Meanwhile, the property still needs attention.

MG Property Solutions provides local, professional oversight of estate and trust-owned residential properties throughout Marin County. We help protect the asset, coordinate necessary work, document property conditions, and handle the day-to-day logistics that can otherwise fall on attorneys, fiduciaries, or family members.

Our role is simple

We handle the real estate asset while you handle the estate.

Common Marin Scenario

Illustrative scenario

The inherited property

$3.5M

A family home in Kentfield.

The propertyKentfield, CA
The executorChicago, IL

A family inherits a $3.5 million home in Kentfield. The executor lives in Chicago.

The house is vacant, landscaping continues to grow, mail is accumulating, a plumbing issue develops, and contractors need access.

The attorney and family are still months away from deciding whether to retain, rent or sell the property.

Someone still needs to manage the house.

MG Property Solutions becomes the local point of contact responsible for protecting, documenting and coordinating the real estate asset until the estate is ready for its next decision.

Who we help

We work alongside the people responsible for the property and the advisors guiding them.

  • Estate and probate attorneys
  • Trust attorneys
  • Professional fiduciaries
  • Executors and administrators
  • Trustees
  • Out-of-area beneficiaries and family members

Services

Property Oversight From the First Visit Through the Final Decision

Estate property management in Marin County rarely follows a fixed script. We scale our involvement to what the property and the representative actually need, from a single documented inspection to full ongoing oversight.

While the estate is being administered

MG Estate Property Assessment

A detailed walkthrough of the residence with photographs, condition documentation, and identification of immediate concerns, delivered in a Property Condition & Action Report.

Property Security

Coordination of locksmiths, access, keys, alarms, gates, vacant-property security, and other measures needed to protect the home.

Ongoing Property Inspections

Scheduled property visits to identify leaks, damage, maintenance issues, security concerns, landscaping problems, or other changes in condition.

Maintenance and Vendor Coordination

We coordinate qualified vendors and contractors for repairs, estimates, inspections, landscaping, cleaning, and routine maintenance.

Authorized Property Cleanout Coordination

At the written direction of the authorized representative, we coordinate approved property cleanouts, hauling, donations, cleaning, landscaping, and other work necessary to stabilize or prepare the property.

Documentation and Reporting

Photographic documentation and written updates so the executor, trustee, fiduciary, attorney, or family has a clear record of the property's condition and work performed.

Once the estate decides what happens next

Rental Preparation and Management

If the estate decides to retain the property, we can prepare the home for leasing, market it, place a qualified tenant, and provide ongoing property management.

Sale Preparation

If the decision is ultimately made to sell, we can coordinate repairs, cleanout, preparation, vendor access, and other property logistics necessary before the home is listed.

Protecting a vacant property

Vacancy & Insurance Coordination

Property observations & coordination

A vacant home may have property or occupancy issues that should be communicated to the estate's insurance professional. We help identify and document those issues and coordinate with the authorized representative so relevant information can be shared.

Insurance guidance

MG Property Solutions does not provide insurance advice. Coverage questions and policy requirements should be reviewed with the estate's insurance professional.

Property Condition & Action Report

MG Estate Property Assessment

A comprehensive on-site property inspection with a detailed Property Condition & Action Report delivered within 48 hours of access.

For executors, trustees, attorneys, fiduciaries, and family members who need immediate visibility into a property, MG Property Solutions offers the MG Estate Property Assessment, an on-site assessment with a documented Property Condition & Action Report as the deliverable.

The report can include

  • Property condition photographs, exterior and interior observations.
  • Security concerns, water leaks or visible damage, deferred maintenance, landscaping conditions, utilities and mechanical observations.
  • Recommended immediate actions, and vendor or repair recommendations when appropriate.
Request an Estate Property Assessment
Property manager documenting the condition of an estate-owned home
Property Condition &
Action Report
MG Property Solutions
CA DRE Corporation #02442923
Property
Single-family residence
Prepared for
Trustee & Counsel
Access
Secure
Status
Vacant
  • Property condition photographs
  • Exterior and interior observations
  • Security concerns
  • Visible leaks or damage
  • Deferred maintenance
  • Recommended immediate actions
48 hours

Property inspections and documented condition reports can typically be completed within 48 hours of access to the property.

Why MG Property Solutions

Local Oversight. Professional Accountability.

Estate properties often require dozens of small decisions and property-related tasks that someone needs to handle locally.

Instead of an attorney, trustee, or family member coordinating locksmiths, contractors, cleaners, landscapers, inspections, and emergency repairs, MG Property Solutions provides a single local point of contact responsible for overseeing the property.

Estate-owned luxury home professionally managed in Marin County
Protect the property. Preserve the value. Reduce the burden.
  • Marin County based
  • Licensed California real estate broker
  • Professional residential property management experience
  • Established local vendor network
  • Detailed documentation and communication
  • Ability to transition the property into rental management or sale preparation

Service area

Serving Estate and Trust Properties Throughout Marin County

  • San Rafael
  • San Anselmo
  • Kentfield
  • Ross
  • Larkspur
  • Corte Madera
  • Mill Valley
  • Tiburon
  • Belvedere
  • Sausalito
  • Novato
  • Fairfax
  • Greenbrae

Local estate, trust, probate, and inherited-property oversight from our San Rafael office.

FOR ATTORNEYS & PROFESSIONAL FIDUCIARIES

A Local Real Estate Resource for Your Clients

Whether your client needs a single documented property assessment or ongoing property oversight throughout an estate or trust administration, MG Property Solutions can serve as the local point of contact for the physical real estate asset.

We coordinate property access, inspections, maintenance, repairs, vendors, cleanouts, and ongoing reporting while keeping the authorized representative informed. Our role is simple: we handle the real estate asset while you handle the estate.

Speak With Matthew

Request a property consultation

Have a Property That Needs Immediate Attention?

Whether a home has just become vacant, an executor lives out of the area, or an estate needs someone locally to oversee the property, we can step in quickly.

Direct line(415) 496-9389
Office400 Smith Ranch Road, Suite F
San Rafael, CA 94903
Corporate brokerage credentialsMG Property Solutions
DBA of Cali's Finest Realty Company
CA DRE Corporation #02442923
Broker of RecordMatthew Greenberg
DRE #02074080

Submitting this form does not create a professional or agency relationship. MG Property Solutions does not provide legal, tax, or fiduciary advice.