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Trustee Marilyn gets the Help She Needs

Just a quick story to remind you how we can best help…

Marilyn’s father prepared her for the time when his battle with cancer would end. He had a living trust and Marilyn was his successor trustee. The family was willing to help her with what was needed to prepare their father’s home for sale, but they really didn’t know how much or how little they should do.

Marilyn needed answers. Should the carpet be replaced or just cleaned? Should the house be painted? Is it important to update the appliances? What about the landscaping and fence? She needed a team that could help her make the right choices to prepare the house for the best possible sale. She also wanted help with managing all those repairs and details to ready the home for sale.

We hired a painter, supervised the installation of new carpet, and scheduled a professional cleaning – including all the windows.

The house was marketed for sale and a few weeks later, Marilyn had multiple offers. After some skilled negotiating, Marilyn was pleased because she sold the childhood home for $15,000 over the list price. She was relieved the sale was relatively painless and happy that she had done her best to honor her father.

Charlotte Volsch

What’s the right way to handle an inherited property—renovate, list, or sell it as-is? I am Charlotte Volsch, an Estate Property Advisor and Probate & Trust Real Estate Specialist helping attorneys, executors, and families make clear, confident decisions when selling inherited homes. I help attorneys, executors, and families navigate inherited property decisions throughout the Inland Empire and High Desert of Southern California, including Apple Valley, Victorville, Hesperia, Rancho Cucamonga, Redlands, Loma Linda, Fontana, and surrounding communities. Over the course of my career, I have completed 774+ real estate transactions across 24 years, including more than 230 probate and trust property sales. For the past 16+ years, I have focused specifically on estate property situations, working alongside probate and trust attorneys, fiduciaries, and their clients to guide each case from evaluation through sale. Many families are unsure what to do with an inherited home—whether to invest in repairs, list it traditionally, or sell it as-is. Without a clear strategy, estates can make costly mistakes such as over-improving a property, underpricing it, selecting the wrong sale method, or facing delays that impact timelines and estate objectives. I help evaluate those decisions early, so attorneys and their clients can move forward with clarity, avoid unnecessary risk, and choose the most appropriate path based on the property and the situation. I work directly with attorneys and their clients to determine the best path forward, whether that involves preparing a property for the retail market or facilitating a direct sale through a network of qualified investors. For properties that require repairs, may not qualify for traditional financing, or are best suited for as-is sale, I provide access to a network of more than 50 active real estate investors. Over the past 12 months, I have closed 68 transactions, reflecting consistent production and experience navigating changing market conditions. I guide each case using the C.A.L.M. Method: C — Clarify We identify what matters now versus what can wait. A — Align We define priorities—legal, financial, and personal. L — Lead I guide each step in the proper order to avoid delays and unnecessary complications. M — Move Forward Clients proceed with clarity and confidence. I am the Broker Owner of The Volsch Team at Volsch Enterprises, Inc., and hold certifications in Probate Real Estate through the National Association of Realtors (NAR) as well as Certified Probate Real Estate Advisor (Probate Biz). If you are an attorney handling probate or trust matters—or assisting a client with an inherited property—I’m available as a resource to help evaluate the best path forward.