For Professionals of the Probate and Trust Industry

Month: February 2023

The Truth Is…

There are many real estate agents out there. So why work with me?

I will never tell you I am the top agent in this or that national brokerage. At best, I can tell you the truth.  Nearly two decades ago, I founded and continue to run a boutique brokerage.  We are focused on probate and trust real estate.

I will never tell you I have 10 different designations from this or another association of realtors. Anyone can get these designations. $150 dollars or so, and a few hours sitting in a classroom or on zoom and listening to someone that will tell you many stories from which you will not learn much.

I will not tell you, “let me take care of you” and then pass you to one of my assistants to do all the work and communicate with you.

I will never tell you “I am the best”. It is up to you to find that out for yourself.

I will tell you this:

I probably handled more real estate than any other agent you know. Why should you care?  Experience matters.

I have sold real estate all over California.  Please don’t tell me that you will send me the next asset that comes your way in Beverly Hills since I am an expert in this area.  We both know the likelihood of that happening is very small, and I do have a family to feed just like you.

I probably have not seen it all, but that should not matter. Why? I have seen enough to know how to handle any situation no matter what comes my way.

I wrote the only book explaining the probate real estate process. I could tell you it is a great book, but I will not. Instead, I ask that you read the reviews on Amazon, ask me for a copy, and find out for yourself, or both.

I am a contributor to the CEB / Continuing Education of the Bar.  As such, I educate attorneys.  How many other agents do you know that do that?

I am sorry if you feel that I am talking too much about myself, but I have to share all of this with you, since selling probate and trust real estate is such a highly competitive environment.

And there is more.  As an observant Jew that follows our ancient traditions, I can tell you that a core value is not to lie in business (and of course, in general). No matter who you are, if you share this value with me, then I look forward to the opportunity to work with you.

I know that I could make much more money if I swayed from the truth; if I did something illegal in business here and there.  I do not, for example, give or accept kickbacks.  If you are into that, please find another agent to work with.  I would rather do less business during the day and sleep better at night.

And that is the truth.

Shabbat in the Probate Industry

I keep Shabbat. It is a Jewish Holiday! Once a week!

It is a critical part of being a Jew. Well, some of us Jews think so. Most do not. Everyone is entitled to their own opinion of course. Everyone is entitled to their own path.

I love Shabbat, for many reasons, as well as this one: It is an opportunity to escape the high-paced business I run. We are always available to our clients. There is no such thing as 9 to 5 in real estate, and certainly not in our business. We communicate with buyers, sellers, our contractors, and other vendors at 6am, and we communicate with them at 11pm and anytime in between.

It is therefore wonderful to escape it all for 26 hours or so. No work. No meetings. No driving to properties. No laptop. No cell phone. No zoom. From about an hour before Sunset each Friday to about one hour after Sunset each Saturday, I am away from it all. And it is a wonderful thing to be able to focus on rest… and family… and the meaning of it all.

And what about you? Jew or not a Jew… if you feel like you need a break… you know what to do…!