A Real Estate Broker for Trust Companies: Local Property Work, Documented for Your File.

Yes. I can complete your onboarding requirements, including a W-9, license verification, proof of errors and omissions insurance, and any engagement or confidentiality agreement your institution uses. If you need listing agreement language or a fee schedule approved in advance, I work from yours.

For property vendors, I can use your approved list where one exists, or provide license and insurance documentation for the companies I bring in.

A call or an email with the property address and the name of the person with authority is enough. I contact that person directly, or go through your office first if you prefer, and confirm back to you in writing that the introduction landed and what happens next.

There is no intake packet and no obligation on the client. The usual first deliverable is a written Property Options Review, and you are copied on it if the client agrees. If you would like to talk first, you can schedule an introduction.

In writing, on a schedule you set. The default is a weekly email covering showing activity, buyer feedback, market changes, and any decision coming up, plus same day notice of offers and of anything affecting the property itself.

Every offer is summarized on one page with price, terms, contingencies, and proof of funds or loan approval, so it can go straight into your file. At closing you receive the settlement statement and a short summary of the marketing history and every offer received.

Every recommendation comes in writing with its support attached. A pricing recommendation includes the comparable sales, condition photos, and the as-is versus prepared analysis. A recommendation on an offer includes a one page comparison of every offer received and the reasoning behind it.

The goal is a file that shows a prudent process to anyone who reviews it later, whether that is a beneficiary, an auditor, or a court. The decision stays with the trustee, and the record shows that too.

Yes. For a trust company or fiduciary with more than one property, I set up a single point of contact, one consistent report format across every property, and one recurring update, so your team is not tracking separate threads.

Each property still gets its own valuation, preparation plan, and file. Properties outside Northern Nevada can be placed with a broker I have vetted in that market, with reporting routed back through me if that is simpler for you.

By disclosing them in writing before they matter. I represent the seller. If I, my brokerage, or anyone affiliated with me had an interest in a buyer, a vendor, or a property, the fiduciary would be told in writing before any decision was made, as Nevada license law requires.

If an agent from my own brokerage brings a buyer, that is disclosed and handled under Nevada's agency rules with the fiduciary's written consent. I do not take compensation from vendors.