Robert Moreno

Robert Moreno has been a Realtor since 1998 and a Broker since 2007. He has managed and owned a successful office, the Moreno Work Group, from 2007- to present.

Robert became a Certified Probate Real Estate Specialist to help you during those difficult times when a home asset must pass through the probate process.

Probate issues are complicated and vary from case to case. If not handled properly it can become additional grief, especially when following the death of a close family member.

Being a Certified Probate Real Estate Specialist puts one into an elite class of Realtors. The Probate Real Estate transaction requires more than your typical real estate agent.

Whoever is designated as Executor to manage the estate and distribute assets will face many challenges while working to close an estate. If not handled correctly it could result in money left on the table or the sales process being bogged down. You can avoid these additional headaches to an already stressful situation.

That’s why working with someone who has knowledge of the Probate Code, as well as a full understanding and experience of the steps necessary to sell a probate property is critical. Robert, a Certified Probate Specialist will provide that value when it comes time for the sale of the home.

Over the years, Robert has established a reputation for sensitivity and success. His strength comes from his extensive experience working with families, attorneys, title persons, paralegals, accountants, trustees, conservators and court personnel as part of a team.

Robert is here to help you with the pitfalls that he has seen people make during this stressful time. Here are some of these pitfalls:

• Not educating yourself about the probate process
• No agreement with heirs about the outcome
• Relying on your attorney for everything
• Waiting too long to market the estate’s house
• Securing and maintaining real estate
• Choosing friends over professionals for specific jobs
• Not collecting paperwork and submitting documents in a timely fashion
• Waiting too long to begin the probate process
• Not keeping accurate accounting records
• Not picking up mail from deceased’s property
• Not maintaining open communication with heirs
• Not knowing your best options when it comes to selling the property

Don’t worry because you now understand what needs to be done and you aligning yourself with a strong team member like Robert is one of them.

Robert is here to help you. Do not hesitate to reach out to him for assistance. 650-773-3628