Expert navigation for executors and heirs. Define the standard for settling real estate assets with CPA-led analysis and 70 years of community heritage.
Selling an inherited property requires more than a simple listing. It involves the careful coordination of probate timelines, "step-up" basis valuations, and navigating the New Jersey Inheritance Tax system.
As both a Realtor and a CPA, I act as a high-level consultant for executors. I work seamlessly with your estate attorney to establish date-of-death fair market values and ensure your fiduciary duties are met with absolute precision and data transparency.
Before any action can be taken, the Executor must be officially sworn in by the Morris County Surrogate. This establishes the legal framework for the asset's transition.
We guide heirs through maintaining utilities and securing vacant home insurance policies to protect the asset during the probate period.
We provide a rigorous Comparative Market Analysis (CMA) to establish a baseline for step-up basis and potential distribution strategies.
We manage the physical transition of the property from legacy to market-ready with absolute neutral advocacy, ensuring all heirs are kept informed through standardized reporting.
Schedule Estate BriefingInformational estimate only. Not tax advice. Consult with legal counsel regarding specific step-up basis implications.
The Bruen Team has been the #1 sales team in Morristown for 8 consecutive years. We are prepared to manage your estate transition with absolute fiduciary care and CPA-led precision.
(973) 294-8887
ryan@bruenrealestate.com
Ryan will contact you within 24 business hours to discuss your objectives.
