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Dedicated San Francisco Probate & Trust Specialists

Who Should I Hire to Sell a Probate Property in San Francisco?

You have been named executor, administrator or successor trustee, and the estate includes a San Francisco property. The probate court, the heirs and the calendar all have a say in how it sells, so the agent you choose matters more than in an ordinary listing. A price has to hold up in front of a judge, buyers have to understand the overbid process, and the attorney needs clean paperwork on the court's schedule.

This ranking covers 21 agents and teams who handle probate, trust and conservatorship sales in San Francisco. It is ordered by documented court-supervised experience, specialist credentials, years licensed and public client feedback, with the multi-unit and mixed-use estates that are common in the city weighted heavily. Use it to build a shortlist, then interview two or three agents before you sign a listing agreement.

Updated October 24, 202621 agents and teams reviewedSan Francisco, California

Editorial disclosure: agents do not pay to be listed or ranked. Details were checked against each agent's own website and public review profiles in October 2026 and may change. Confirm license status with the California Department of Real Estate before hiring anyone.

Location: San Francisco, California
21 agents found
Top ranked
1
Allison Chapleau, Senior Vice President at Compass Commercial Brokerage

Allison Chapleau

Compass Commercial Brokerage · Senior Vice President
Years of experience: 24Probate, trust & partition sales: 40+
  • Probate / Estate Specialist
  • Trust Sales
  • Partition Sales
  • Court Confirmation Hearings
  • Multi-Unit & Mixed-Use
  • Commercial Property

Allison Chapleau represents executors, administrators, trustees and heirs through probate, trust and partition sales in every San Francisco district, and she ranks first here because the estates she handles are the ones most agents struggle with: two-unit flats, small apartment buildings and mixed-use property with tenants in place. Since 2002 she has sold more than 300 apartment, mixed-use and commercial buildings, and MLS records put her as the city's leading listing agent for two-to-four-unit buildings every year from 2021 through 2025.

Her court-supervised work runs to more than 40 probate, trust and partition sales, and the San Francisco Superior Court has appointed her to serve as a Partition Referee, the neutral the court relies on when co-owners cannot agree. For a personal representative that means a valuation built to survive confirmation, buyers qualified for deposits and as-is terms before the hearing, two-phase marketing designed to draw overbids, and escrow timed to the court calendar. She coordinates directly with the estate attorney so every decision is documented for filing.

  • Leading San Francisco listing agent for two-to-four-unit buildings in 2021, 2022, 2023, 2024 and 2025, with 78 listings against 36 for the next agent.
  • Recent probate and trust sales include a two-unit building on 24th Street in Noe Valley, a five-unit building on 17th Street in Cole Valley, 12-unit buildings on Golden Gate Avenue and a 24-unit building in NOPA.
  • An Outer Mission probate sale closed in March 2025 at $1,305,000, which was $355,000 above the list price after an overbid at the confirmation hearing.
  • University of San Francisco business graduate with a minor in finance; works from Compass's Van Ness Avenue office.
“Allison was such an asset that I doubt that the case would have resolved without her. I unequivocally recommend Allison.”Gregory Walston, attorney, on a partition sale in San Francisco Superior Court
Selling San Francisco property since 2002Court-appointed Partition Referee, DRE #013690801699 Van Ness Ave, San Francisco, CA 94109View Profile
2
Tim Curran, Realtor at Compass

Tim Curran

Compass · Realtor
Years of experience: 39Estates assisted: 610+
  • Probate / Estate Specialist
  • Trust Sales
  • Conservatorship Sales
  • Court Confirmation Hearings
  • Attorney & Fiduciary Coordination
  • Residential Homes

Tim Curran has been licensed in San Francisco since 1987 and has assisted more than 610 estates, which makes his the longest probate track record on this list. He describes himself as possibly the most referred Realtor by estate attorneys for probate and trust sales in the city, and he mentors other agents on handling court-supervised transactions.

He started at Sapunar Realty, stayed through its acquisition by Coldwell Banker, managed the Lakeside office in 2007 and 2008, and is now at Compass. Executors who want an agent who has seen every variation of a confirmation hearing will find that here; the trade-off is that his practice is residential rather than multi-unit focused.

  • Served on the San Francisco Association of Realtors board of directors from 1995 to 1997 and 2000 to 2004, and as a California Association of Realtors regional director.
Licensed since 1987DRE #00969619, Former SFAR directorView Profile
3
Andrew De Vries, MBA, Broker Associate, Probate Agent Real Estate Services at Berkshire Hathaway HomeServices Franciscan Properties

Andrew De Vries, MBA

Berkshire Hathaway HomeServices Franciscan Properties · Broker Associate, Probate Agent Real Estate Services
Years of experience: 23Probate, estate & trust sales: 700+Yelp rating: 4.8 (51 reviews)
  • Probate / Estate Specialist
  • Trust Sales
  • Conservatorship Sales
  • Court Confirmation Hearings
  • Attorney & Fiduciary Coordination
  • Out-of-Area Executors

Andrew De Vries founded Probate Agent Real Estate Services and holds a California Professional Fiduciary License on top of his broker's license, which means he has sat on the fiduciary's side of the table as well as the agent's. His practice is limited to probate, estate, trust and conservatorship sales, with and without court confirmation, and by his own count he has closed more than 700 of them across the major Bay Area counties.

He runs local phone lines for six Bay Area regions, offers turn-key property preparation for heirs who live elsewhere, and is a regular speaker to professional fiduciaries. That reach makes him the strongest choice here for an estate with property in more than one county.

  • Frequent speaker on real estate for fiduciaries, including the Special Needs Trust Symposium.
“Andrew assisted me in the sale of a home in San Francisco and I currently reside in Georgia.”Ida Sadler, out-of-state heir
23 years in Bay Area estate salesLicensed California Professional Fiduciary, Associate Broker, MBA, DRE #01368031677 Portola Dr, San Francisco, CA 94127View Profile Read Yelp reviews
4
Karen McCarthy, Broker Associate at eXp Realty (McCarthy Group SF)

Karen McCarthy

eXp Realty (McCarthy Group SF) · Broker Associate
Years of experience: 16Practice focus: Estates onlyZillow rating: 5.0 (12 reviews)
  • Probate / Estate Specialist
  • Trust Sales
  • Senior Transitions
  • Estate Clean-Outs & Prep
  • Court Confirmation Hearings
  • Out-of-Area Executors

Karen McCarthy's practice is built entirely around probate, trust, inherited-property and senior-transition sales, not as a sideline. She holds the Certified Probate Real Estate Specialist, Certified Trust and Probate Specialist and Seniors Real Estate Specialist designations and says she attends every appraisal, inspection and court confirmation hearing herself, managing the overbid process when one is required.

Her value to out-of-area heirs is logistics: she lines up senior move managers, estate-sale companies, donation pickups and document shredding so no one has to fly in, and she offers repairs, updates and staging with no upfront cost for qualified estates, paid from escrow at closing.

  • Works alongside probate attorneys, estate accountants and 1031 exchange specialists as part of the sale plan.
  • 5.0 rating across 12 Zillow reviews.
16 years in San Francisco real estateCPRES, CTPS, SRES, DRE #01879545View Profile Read Zillow reviews
5
Aimee Arost, Broker Associate at Compass (SFBLOCKS)

Aimee Arost

Compass (SFBLOCKS) · Broker Associate
Years of experience: 20Team volume (RealTrends): $104M
  • Probate / Estate Specialist
  • Trust Sales
  • Conservatorship Sales
  • Attorney & Fiduciary Coordination
  • Court Confirmation Hearings
  • Residential Homes

Aimee Arost is a Certified Probate Real Estate Specialist who practiced law before moving into real estate, and her California Bar license is still active. That background shows in how her SFBLOCKS team handles formal probate, Independent Administration of Estates Act sales, trust sales and conservatorships: the paperwork and the notice periods get the attention a court expects.

Before leading her own team she spent more than 15 years as a sales manager at San Francisco's largest independent brokerage and then at Compass, overseeing more than $7.5 billion in sales. RealTrends lists her team at $104 million in volume across 64 transactions.

  • Compass lists probates and trusts, divorce and risk management among her specialties.
Attorney turned broker; 15+ years managing SF brokeragesCPRES, J.D., active California Bar, DRE #01338229View Profile
6
Jessie Lee, Realtor, Certified Probate & Trust Advisor at Compass (Jessie Lee Team)

Jessie Lee

Compass (Jessie Lee Team) · Realtor, Certified Probate & Trust Advisor
Years of experience: 18Transactions per year: 50–70
  • Probate / Estate Specialist
  • Trust Sales
  • Court Confirmation Hearings
  • Multi-Unit & Mixed-Use
  • TICs & Condos
  • Residential Homes

Jessie Lee is a Certified Probate and Trust Advisor whose team closes 50 to 70 transactions a year across single-family homes, multi-unit buildings, condos and lofts, with more than 300 career sales. Her probate guide walks personal representatives through the difference between full and limited authority, including the court confirmation and the 90-percent-of-appraisal rule that applies to limited-authority sales.

Named to America's Top 100 Real Estate Agents every year from 2020 through 2025 and to the RealTrends America's Best list, she is a fit for executors who want a large, systematized team behind a probate listing.

18 years; top producer since 2010Certified Probate & Trust Advisor, GRI, DRE #018525823512 16th Street, San Francisco, CA 94114View Profile
7
Pat Rock, Probate and Trust Advisor at Coldwell Banker Realty (SF Probates & Trusts)

Pat Rock

Coldwell Banker Realty (SF Probates & Trusts) · Probate and Trust Advisor
Years of experience: 37Estate focus since: 1989Zillow rating: 4.7 (13 reviews)
  • Probate / Estate Specialist
  • Trust Sales
  • Conservatorship Sales
  • Estate Clean-Outs & Prep
  • Out-of-Area Executors
  • Court Confirmation Hearings

Pat Rock has focused on probate, trust and conservatorship sales in San Francisco since 1989, and his practice leans into the practical side of an estate: coordinating vendors and repairs, running estate sales and tenant move-outs, sending weekly progress reports, and mediating when family members see things differently.

For an executor who lives out of the area or is facing a house full of belongings, that project-management role can save weeks. His marketing is built around the overbid at the confirmation hearing, which is where limited-authority sales are won or lost.

“Pat took on a challenging project in our case and handled it diplomatically and positively, resulting in a quick sale in a changing market.”Dean C., estate client
Probate and trust focus since 1989Realtor, DRE #009775262001 Van Ness Ave, Suite 300, San Francisco, CA 94109View Profile Read Zillow reviews
8
Ed Leavitt, Realtor at Compass

Ed Leavitt

Compass · Realtor
Years of experience: 35
  • Probate / Estate Specialist
  • Trust Sales
  • Conservatorship Sales
  • Partition Sales
  • Court Confirmation Hearings
  • Commercial Property

Ed Leavitt has specialized for more than 35 years in probate, trust, conservatorship and dissolution sales, residential and commercial, and he handles both court-confirmation sales and sales under the Independent Administration of Estates Act. The San Francisco Superior Court has appointed him to sell property in dissolutions of marriage and partition actions, and he has presented at the California Probate Referee convention.

Several probate attorneys and private fiduciaries use him regularly, which puts him in the same small circle as the agents at the top of this list. He works from Compass and has no public review profile, so ask for attorney references.

35 years in San Francisco real estateCourt-appointed for partition and dissolution sales, DRE #00961686View Profile
9
Todd Wiley, Realtor, CPRES at Compass (San Francisco Real Estate Group)

Todd Wiley

Compass (San Francisco Real Estate Group) · Realtor, CPRES
Years of experience: 18Zillow rating: 5.0 (77 reviews)
  • Probate / Estate Specialist
  • Trust Sales
  • Court Confirmation Hearings
  • Multi-Unit & Mixed-Use
  • Residential Homes
  • Attorney & Fiduciary Coordination

Todd Wiley holds the Certified Probate Real Estate Specialist designation and leads a Compass team with Kim Wiley that maintains a dedicated trust and probate practice. The team attends court hearings with the personal representative, handles single-family homes and multi-unit buildings, and has one of the strongest review records on this list at 5.0 across 77 Zillow reviews.

  • His trust and probate guide lays out the court-confirmed sale in detail: offers of at least 90 percent of the referee's appraisal, hearings set 20 to 40 days after the petition, and overbids opening at the accepted price plus 5 percent plus $500 with a 10 percent deposit due at the hearing.
18+ years in San Francisco real estateCPRES, SRES, CLHMS, DRE #01410925View Profile Read Zillow reviews
10
Karen Mai, Realtor, Certified Probate & Trust Specialist at Keller Williams Advisors (SellSFHome)

Karen Mai

Keller Williams Advisors (SellSFHome) · Realtor, Certified Probate & Trust Specialist
Years of experience: 18Google reviews: 5.0 (89)Zillow rating: 5.0 (24 reviews)
  • Probate / Estate Specialist
  • Trust Sales
  • Out-of-Area Executors
  • Attorney & Fiduciary Coordination
  • Estate Clean-Outs & Prep
  • TICs & Condos

Karen Mai pairs a Certified Probate and Trust Specialist designation with a practice aimed at heirs who are not in San Francisco. Her probate page covers clean-outs, repairs, local paperwork and home preparation handled remotely, an as-is purchase option when the estate would rather not repair, and referrals to probate and eviction attorneys when an occupant will not leave.

She reviews every contract personally and works alongside the estate's attorney. Her public reviews are strong on both platforms: 5.0 across 24 Zillow reviews and 5.0 across 89 Google reviews, with 22 closed sales in the past two years.

Licensed since 2008Certified Probate & Trust Specialist, DRE #018494611624 California St, San Francisco, CA 94109View Profile Read Zillow reviews
11
Michael Freethy, Realtor at Compass

Michael Freethy

Compass · Realtor
Years of experience: 36Yelp rating: 4.8 (19 reviews)
  • Probate / Estate Specialist
  • Trust Sales
  • Conservatorship Sales
  • Tenant-Occupied Property
  • Residential Homes

Michael Freethy is a fourth-generation San Franciscan licensed since 1990 whose practice covers probate, trust and conservatorship sales along with tenant-occupied property, a combination that comes up constantly in older San Francisco estates. Thirty-six years in one market means he has priced through several cycles and knows which buyers show up for a court-confirmed sale.

Licensed since 1990Fourth-generation San Franciscan, DRE #010765773899 24th Street, San Francisco, CA 94114View Profile Read Yelp reviews
12
Nick Johnson, Realtor at Coldwell Banker Realty

Nick Johnson

Coldwell Banker Realty · Realtor
Years of experience: 21Zillow rating: 5.0 (56 reviews)
  • Probate / Estate Specialist
  • Trust Sales
  • Commercial Property
  • Residential Homes
  • Investment Property

Nick Johnson, a native San Franciscan with 21 years at Coldwell Banker Realty, lists trust, probate, 1031 exchange and bankruptcy sales as specialties and holds the CCIM commercial designation, so he can handle an estate that includes a storefront or small commercial building as well as a home. His 5.0 rating across 56 Zillow reviews, on 215 recorded sales, is among the most consistent in this group.

21 years in San Francisco real estateCCIM, DRE #014196632001 Van Ness Ave, Suite 300, San Francisco, CA 94109View Profile Read Zillow reviews
13
Tom Pantazis, Territory Leader, Trust Properties USA at Trust Properties USA

Tom Pantazis

Trust Properties USA · Territory Leader, Trust Properties USA
  • Trust Sales
  • Probate / Estate Specialist
  • Estate Clean-Outs & Prep
  • Senior Transitions
  • Out-of-Area Executors
  • Attorney & Fiduciary Coordination

Trust Properties USA is a brokerage built specifically for executors, trustees, CPAs and professional fiduciaries, and Tom Pantazis is its Bay Area probate and trust associate at the San Francisco office on Pacific Avenue as well as its territory leader for the Peninsula and Silicon Valley. The firm advances the cost of repairs, renovations and clean-outs, including hoarder clean-outs and hazardous-material disposal, at no upfront cost, with repayment deferred until the property sells.

It also handles tenant and squatter removal with legal-notice preparation and cash-for-keys agreements, which makes it a practical option when an estate has little cash, significant deferred maintenance and an occupant who needs to leave.

DRE #01946731595 Pacific Ave, 4th Floor, San Francisco, CA 94133View Profile
14
Lorraine Meier, Realtor at NOVA Real Estate

Lorraine Meier

NOVA Real Estate · Realtor
Years of experience: 22Yelp rating: 5.0 (16 reviews)
  • Probate / Estate Specialist
  • Trust Sales
  • Conservatorship Sales
  • TICs & Condos
  • Estate Clean-Outs & Prep

Lorraine Meier describes herself as an expert in probate, estate, trust and conservatorship sales across San Francisco and five neighboring counties, and her Yelp reviews back it up: one estate client going through probate on a grandfather's house says her team cleared the contents, handled painting, repairs and landscaping, listed within a month and sold two weeks later. A TIC and condo specialist with a 100 percent seller-side practice and a 5.0 rating across 16 Yelp reviews.

22 years in Bay Area real estateDRE #01439005580 4th St, San Francisco, CA 94107Read Yelp reviews
15
Jennifer Burden & Carren Shagley, Co-founders at Legacy Real Estate

Jennifer Burden & Carren Shagley

Legacy Real Estate · Co-founders
Years of experience: 23Zillow rating: 5.0 (67 reviews)
  • Residential Homes
  • Multi-Unit & Mixed-Use
  • TICs & Condos
  • Estate Clean-Outs & Prep

Jennifer Burden and Carren Shagley run Legacy Real Estate, a mother-and-daughter San Francisco brokerage with more than 680 properties sold and 64 years of combined experience. They do not advertise a probate specialty, but a client account on their site describes the team selling an inherited duplex, and their 5.0 rating across 67 Zillow reviews reflects a hands-on, two-principal model. A fit for heirs who want a boutique team for a straightforward inherited home or small building.

64 years of combined experienceDRE #01407698 (Burden); 00858254 (Shagley)580 4th Street, San Francisco, CA 94107View Profile Read Zillow reviews
16
Janice Lee, Realtor at Coldwell Banker Realty

Janice Lee

Coldwell Banker Realty · Realtor
Years of experience: 20Yelp rating: 5.0 (107 reviews)
  • Multi-Unit & Mixed-Use
  • Residential Homes
  • TICs & Condos
  • Estate Clean-Outs & Prep

Janice Lee does not market a dedicated probate practice, but she is on this list for a specific reason: inherited two- to four-unit buildings. The top agent at Coldwell Banker's Sunset office, with more than 660 sales, she has handled the sale of an inherited rental duplex from clean-up and renovation through five all-cash offers in ten days, and her 5.0 rating across 107 Yelp reviews is the largest review base here. Heirs with a tenant-occupied building in the Sunset or Richmond should include her in their interviews.

20 years in San Francisco real estateDRE #017202052380 Irving St, San Francisco, CA 94122View Profile Read Yelp reviews
17
Joshua Vigo, Broker at Josh V Realty

Joshua Vigo

Josh V Realty · Broker
  • Probate / Estate Specialist
  • Court Confirmation Hearings
  • Attorney & Fiduciary Coordination
  • Residential Homes
  • Out-of-Area Executors

Joshua Vigo built Josh V Realty as a probate-focused brokerage in Southern California, closing 24 probate sales in 2021 and helping more than 127 families in five years, many of them out-of-state heirs, before expanding to the Bay Area in 2025. His San Francisco probate page offers a free resource guide and attorney introductions, and reviewers describe him arranging clean-outs, contractor bids and security monitoring on attorney-referred listings. He is newer to the city than the agents above, so ask for recent local closings.

Broker, DRE #02053839View Profile
18
Steve Pierce, Broker and Attorney at Bay Area Estate Solutions, Fremont

Steve Pierce

Bay Area Estate Solutions, Fremont · Broker and Attorney
Years of experience: 37Dual licensed: Law + brokerage
  • Probate / Estate Specialist
  • Trust Sales
  • Attorney & Fiduciary Coordination
  • Estate Clean-Outs & Prep
  • Commercial Property
  • Out-of-Area Executors

Steve Pierce has been a California attorney since 1982 and a licensed broker since 1989, and his Bay Area Estate Solutions team in Fremont offers turn-key handling of probate and trust estates: property care and upgrades, coordination of personal belongings, sale planning and the trust and probate preparation that goes with it.

He serves San Francisco from the East Bay rather than from a city office, so he suits executors with property on both sides of the Bay or estates where a lawyer's read of the file matters as much as the listing.

  • Also the broker and operating principal of KW Commercial East Bay, with a J.D. from McGeorge School of Law.
Attorney since 1982; broker since 1989Broker, J.D., California Bar #105255, DRE #0104948239465 Paseo Padre Pkwy, Fremont, CA 94538View Profile
19
Anda Margine, Realtor, C.A.R. Certified Probate & Trust Specialist at Bay Area Estate Solutions, Fremont

Anda Margine

Bay Area Estate Solutions, Fremont · Realtor, C.A.R. Certified Probate & Trust Specialist
Years of experience: 8
  • Probate / Estate Specialist
  • Trust Sales
  • Estate Clean-Outs & Prep
  • Residential Homes
  • Attorney & Fiduciary Coordination

Anda Margine is the Realtor and C.A.R. Certified Probate and Trust Specialist on Steve Pierce's Bay Area Estate Solutions team. The team's model covers the three stages of an estate, opening the case, administering it and closing it, with repairs, market readiness and the sorting of personal belongings handled in between.

She is the right contact for families who want one team to manage the property from the date of death through closing, with legal questions routed to the broker-attorney down the hall.

Licensed since 2018C.A.R. Certified Probate & Trust Specialist, DRE #0205228539465 Paseo Padre Pkwy, Fremont, CA 94538View Profile
20
Adam Hamalian, Founder and Broker Associate at Blue Gable Real Estate

Adam Hamalian

Blue Gable Real Estate · Founder and Broker Associate
Years of experience: 14RateMyAgent rating: 5.0 (53 reviews)
  • Probate / Estate Specialist
  • Trust Sales
  • Senior Transitions
  • Investment Property
  • Residential Homes

Adam Hamalian co-founded Blue Gable Real Estate and holds the Seniors Real Estate Specialist designation alongside trust and probate sales, property management and broker price opinion credentials. He has managed a family rental portfolio since 2001, which helps when an inherited property comes with tenants and deferred maintenance.

Blue Gable lists a San Francisco office on 4th Street, though most of his sales are in Contra Costa and Alameda counties; consider him for estates with East Bay property as well as a city home.

  • 5.0 rating across 53 RateMyAgent reviews, with about 20 sales in the trailing 12 months.
Licensed since 2012; managing rentals since 2001SRES, Trust & Probate Sales designation, DRE #01917597580 4th St, San Francisco, CA 94107View Profile Read RateMyAgent reviews
21
Myron Potter, Realtor, Certified Trust & Probate Specialist at Compass, Walnut Creek (MPotter Homes)

Myron Potter

Compass, Walnut Creek (MPotter Homes) · Realtor, Certified Trust & Probate Specialist
Years of experience: 10Transactions since 2017: 100+
  • Trust Sales
  • Probate / Estate Specialist
  • Residential Homes
  • Investment Property
  • Attorney & Fiduciary Coordination

Myron Potter is a Certified Trust and Probate Specialist at Compass whose practice centers on inherited property for trustees, attorneys and families in the East Bay, with more than 100 transactions and $100 million in sales since 2017. His site maintains dedicated trust and probate guides and an FAQ for first-time trustees.

He is listed here for executors whose San Francisco estate also includes Contra Costa or Alameda County property; for a city-only estate, the agents above are closer to the courthouse.

Licensed since 2016Certified Trust & Probate Specialist, DRE #020087981646 N California Blvd, Walnut Creek, CA 94596View Profile

Top 10 at a glance

The first ten agents on the list, with the type of estate work each is best known for. Click a name to jump to the full profile.

#AgentBrokerageBest known forExperience
1Allison ChapleauCompass Commercial BrokerageEstates that hold flats, apartment and mixed-use buildingsSelling San Francisco property since 2002
2Tim CurranCompassVolume of estate sales and estate-attorney referralsLicensed since 1987
3Andrew De Vries, MBABerkshire Hathaway HomeServices Franciscan PropertiesLicensed fiduciary with 700+ estate sales across the Bay Area23 years in Bay Area estate sales
4Karen McCarthyeXp Realty (McCarthy Group SF)Clean-outs, senior transitions and hands-on hearing attendance16 years in San Francisco real estate
5Aimee ArostCompass (SFBLOCKS)Legal training applied to formal probate, IAEA and conservatorship salesAttorney turned broker; 15+ years managing SF brokerages
6Jessie LeeCompass (Jessie Lee Team)High-volume team fluent in full and limited authority sales18 years; top producer since 2010
7Pat RockColdwell Banker Realty (SF Probates & Trusts)Hands-on project management and family mediationProbate and trust focus since 1989
8Ed LeavittCompassCourt-appointed partition and dissolution sales; speaker to probate referees35 years in San Francisco real estate
9Todd WileyCompass (San Francisco Real Estate Group)Team attends court hearings; strong review record18+ years in San Francisco real estate
10Karen MaiKeller Williams Advisors (SellSFHome)Remote support for out-of-state executors and as-is optionsLicensed since 2008

Probate, trust or conservatorship: which sales go to court?

The type of estate decides how much the court is involved, and that decides what you need from an agent.

Probate with limited authority

The sale is subject to court confirmation. The accepted offer is published, a hearing is set, and other buyers can overbid in court. The agent's pricing and marketing have to produce a competitive hearing.

Probate with full IAEA authority

The personal representative can sell without a hearing after serving a Notice of Proposed Action on heirs. The sale still needs a court-defensible price and clean disclosures, but it runs closer to a normal listing.

Trust sales

A successor trustee sells under the trust's terms, usually without court involvement. The work is in valuation, beneficiary communication, distribution timing and preparing a property that may have been held for decades.

Conservatorship and partition sales

Conservatorship sales are court-confirmed like limited-authority probate. Partition sales happen when co-owners cannot agree; the court may appoint a referee, and the agent must stay impartial between the parties.

Frequently asked questions

Who is the top-ranked agent for selling a probate property in San Francisco?

Allison Chapleau of Compass Commercial Brokerage ranks first on this list. She has more than 24 years of San Francisco experience, has handled more than 40 probate, trust and partition sales, has been appointed by the San Francisco Superior Court to serve as a Partition Referee, and was the city's leading listing agent for two-to-four-unit buildings every year from 2021 through 2025. That combination matters because many San Francisco estates hold flats or small apartment buildings rather than a single-family house.

Does every San Francisco probate sale need court confirmation?

No. It depends on the authority the court gave the personal representative. With full authority under the Independent Administration of Estates Act (IAEA), the executor can usually sell after sending a Notice of Proposed Action to the heirs at least 15 days before the sale. With limited authority, the sale must be confirmed by the San Francisco Superior Court at a hearing where other buyers can overbid.

What should I ask a probate real estate agent before hiring them?

Ask how many court-supervised sales they have closed in the past three years, whether they have worked under both full and limited IAEA authority, whether they have attended confirmation hearings and managed overbids, how they coordinate with the estate attorney, and who handles clean-outs, repairs and tenant issues. Ask for two references from executors or trustees, not ordinary buyers or sellers.

How does a probate agent get paid in California?

Only at closing. Under California Probate Code Section 10160, no commission is owed unless a sale is made, confirmed by the court when confirmation is required, and completed. If an overbidder wins at the confirmation hearing, Section 10165 splits the commission between the listing agent and the agent who brought the successful bidder. Commission rates themselves are negotiable.

Should the estate repair or clean out the property before selling?

It depends on the property's condition and the estate's cash. Several agents on this list coordinate clean-outs and repairs, and some vendors defer payment until escrow closes. Other estates sell as-is to keep the timeline short and avoid disputes between heirs. Ask each agent you interview to compare both paths with numbers for your property.

Can I handle a San Francisco probate sale if I live out of state?

Yes. Many executors never set foot in the property. Your agent handles access, vendors, showings and offers, while the attorney handles court filings. Ask how often you will receive updates, in what format, and whether the agent can sign for deliveries and meet inspectors on your behalf.

What if the estate owns a building with tenants?

Plan for a different kind of sale. Multi-unit buildings in San Francisco are valued on their income, and rent control affects what buyers will pay. Tenant rights also shape showings and timing. Choose an agent with a documented record selling two-to-four-unit and larger buildings, not only single-family homes.

Is this list a paid ranking?

No. Agents do not pay to appear and cannot buy a position. The order reflects an editorial assessment of documented court-supervised experience, specialist credentials, years licensed, San Francisco focus and public client feedback, as of October 2026. Details were checked against each agent's own website and public review profiles.

How we ranked these agents

Agents were identified from the San Francisco probate and trust listings on the MLS, estate-attorney and professional-fiduciary referral lists, agent websites with a dedicated probate or trust practice, and public review profiles on Zillow, Yelp and Google. Each was then scored on five factors:

  1. Court-supervised track record. Documented probate, trust, conservatorship and partition sales, with extra weight for confirmation hearings and overbids.
  2. Specialist credentials. Certified Probate Real Estate Specialist (CPRES), professional fiduciary licenses, legal training, broker licenses and court appointments.
  3. San Francisco property depth. Experience with the flats, small apartment buildings, TICs and rent-controlled property that make up much of the city's estate inventory.
  1. Years licensed and continuity. Time in the market and whether the probate practice is a core focus or an occasional service.
  2. Client feedback. Public ratings and review counts from executors, trustees and attorneys, read for substance rather than volume alone.

Rankings are editorial, not paid, and are refreshed as new information is verified. To suggest a correction, email editors@usrealestateagentrankings.com.