Start with the recorded deed.
The deed gives the family, attorney, title professional, and real estate team a common starting point for understanding how ownership is currently reflected in the public record.
The Lance Group Real Estate
Trust & Probate Real Estate
Led by Kylie Lance, The Lance Group Real Estate helps successor trustees, personal representatives, and families manage the real estate responsibilities that follow the loss of a loved one. We keep the property side organized, coordinate with attorneys and title professionals when needed, and guide the real estate from the first questions through listing and closing.
Real Estate Guidance After a Loved One Has Passed.
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Serving
Utah Valley
Juab County
Sanpete County
Trust & Probate
Which situation best matches yours?
Start with the path that best describes how the property is being handled. You do not need to understand every legal detail before exploring the real estate considerations.
Not sure which applies?
You do not need to have everything figured out before
starting the conversation. Legal and title professionals
can help establish the correct authority while our team
focuses on the real estate.
Trust Real Estate
When a home is held in a trust.
A home or other real estate can be held through a trust rather than solely in an individual's name. After the person who created the trust has died, a successor trustee may step in to manage the property and make decisions about what happens next.
For the family, that can mean caring for a home that still needs to be maintained, understood, and eventually sold while the trustee is also working through the responsibilities of the trust.
The property may look like a traditional home sale, but the person handling it is acting within the responsibilities of the trust.
Before the Listing
Confirm the Trustee’s Authority.
Trust Ownership
02 / 05
Confirm the trust connection.
If the property is shown as held in a trust, the next question is which trust is connected to the property and whether the ownership record matches the trust information being reviewed by the appropriate professionals.
The goal at this stage is clarity around how the
property is connected to the trust before the real
estate transaction begins relying on that authority.
Trustee Authority
03 / 05
Confirm who can act.
The appropriate attorney and title professionals review the trust and title information and confirm the person who can make decisions, sign documents, and act for the property on behalf of the trust.
The Lance Group stays focused on the property and
transaction while legal and title professionals
handle the determination of authority.
Transaction Readiness
04 / 05
Clear the remaining requirements.
Any outstanding title, authority, signature, or transaction requirements identified by the appropriate professionals can be addressed before the property moves into an active sale.
Once those items are understood, the real estate
process has a much cleaner foundation for listing,
negotiation, contract, and closing.
Listing Readiness
05 / 05
Ready for the real estate sale.
Once the appropriate authority and title path are clear, the property can move forward into the listing and transaction process with a cleaner foundation.
The property can now move from preparation into
the active real estate process with the key
authority and transaction requirements understood.
This is a high level real estate workflow, not legal advice. The exact path depends on title, trust documents, individual circumstances, and review by the appropriate legal and title professionals.
Probate Real Estate
When a home remains part of an estate.
When someone dies and real estate is still connected to them, the property may become part of the estate that needs to be administered. Before certain decisions can be made, the appropriate person may need to be formally authorized to act on behalf of that estate.
During that time, the family may still be dealing with the home itself, including its condition, belongings, access, maintenance, and what should ultimately happen with the property.
The real estate is part of a larger estate matter, which can make timing, authority, and coordination different from a typical home sale.
Before the Listing
Establish the Estate’s Authority.
Probate property often requires a clearer authority path before an active sale can move forward. The real estate work can begin while the attorney, court, and title professionals establish who can act for the estate and what must be resolved before the transaction proceeds.
Property Record
01 / 06
Start with the recorded deed.
The ownership record gives the family, attorney, title company, and real estate team a shared starting point for understanding how the property is currently held.
The deed does not determine the entire probate
process. It helps establish the property record
that the estate review can build from.
Estate Review
02 / 06
Establish the estate situation.
If the property remains connected to the deceased owner or the ownership path is not immediately clear, the estate and title situation requires further professional review before the active transaction relies on a particular authority path.
This is where the property record and the estate
situation begin to come together so the right
professionals can identify what must happen next.
Authority Path
03 / 06
Determine how authority will be established.
The attorney, court, title professionals, and other appropriate parties determine the path for establishing the person who can act for the estate. The exact route depends on the estate, title, documents, and circumstances involved.
The Lance Group does not determine the legal
authority path. Our role is to keep the property
side organized around the decisions established
by the appropriate professionals.
Authority to Act
04 / 06
Confirm who can make property decisions.
Once the appropriate authority is established, the real estate team has a clear authorized decision maker for the property and transaction. That creates a defined point of contact as the property moves toward listing and sale.
Having a confirmed decision maker helps keep the
real estate timeline, approvals, offers, and
transaction communication organized.
Transaction Readiness
05 / 06
Clear the remaining requirements.
Any remaining title, documentation, signature, or estate related transaction requirements identified by the appropriate professionals can be addressed before the active sale moves forward.
The goal is not to rush the property onto the
market. It is to reach the market with the
authority and transaction path understood.
Listing Readiness
06 / 06
Ready for the real estate sale.
With the appropriate authority established and the transaction path understood, the property can move forward into the real estate sale on a clearer foundation.
The property can now move from estate preparation
into the active real estate process with the key
authority and transaction requirements understood.
This is a high level real estate workflow, not legal advice or a probate procedure guide. The exact path depends on title, estate documents, court requirements, individual circumstances, and professional review.
Elevated Living Starts Here
The Lance Group Real Estate
A trust or probate property can involve the client, attorney, title company, real estate team, and closing professionals before the transaction reaches the market. Kylie Lance leads the brokerage side while The Lance Group keeps the real estate timeline, property information, and transaction communication organized around the people involved.
Broker & Owner
Kylie Lance
The Lance Group Real Estate
Local Team Support
The Lance Group
Utah Valley · Juab County · Sanpete County
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Utah Valley
The legal decision stays with the legal professional.
The property process stays visible.
With the client's authorization, the real estate side can remain connected to attorney and title communication as questions are resolved, authority is confirmed, and the property approaches listing readiness.
Common Questions
How do we know whether the property is being handled through a trust or probate?
The answer depends on how title is held, the estate
documents, and the legal process that applies. The
recorded deed can provide a starting point, while the
appropriate attorney and title professionals help
establish the authority path that applies.
Why does the process begin with the recorded deed?
The deed helps show how ownership is currently reflected
in the property records. It does not answer every legal
question by itself, but it gives the family, attorney,
title company, and real estate team a common place to
begin understanding the property.
Can The Lance Group begin helping before authority is fully confirmed?
The real estate conversation can begin while legal and
estate matters are being organized. We can start
understanding the property, gathering real estate
information, and helping the client understand the
likely next steps. The appropriate authority should be
established before the property moves fully into the
listing and transaction.
Who determines whether the trustee or estate representative can sell the property?
Questions about legal authority, trust interpretation,
estate administration, court requirements, and title
should be handled by the appropriate attorney, court,
and title professionals. Our role is to understand
where the real estate fits and coordinate the property
side around those determinations.
Can you keep the attorney informed while the real estate process is moving?
With the client's authorization, our team can
proactively communicate meaningful property questions,
real estate milestones, offers, transaction developments,
and other relevant updates so the attorney has visibility
into the real estate side of the matter.
