The right people.
A coordinated plan.

Focused help connecting your professional advisors, approved preparation work, and real estate transaction.

Special services

Jennifer collaborates with CPAs and financial advisors to execute real estate plans connected to their clients’ financial objectives.

Her role is to connect the real estate transaction with the work of your attorney, fiduciary, CPA, and financial advisor, with clear responsibilities and a shared communication plan.

Jennifer helps define property-preparation scope and obtain vendor estimates. The client approves the work and contracts with the appropriate providers.

For clients and advisors who have a property objective and need help organizing the people, work, and decisions required to carry it out.

Professional-advisor collaboration

For clients working with a CPA, financial advisor, attorney, or fiduciary whose plan involves a real estate purchase or sale.

Jennifer coordinates the property search or sale, gathers relevant market information, and aligns transaction milestones with the client’s instructions and advisor input. With the client’s permission, she keeps the appropriate professionals informed.

Property-preparation coordination

For owners who need practical help organizing agreed work before a property goes on the market, including owners managing the process from a distance.

Jennifer helps define the scope, obtain estimates, and coordinate access. The client approves the budget and work and contracts directly with the appropriate providers.

1. Define the need: Review the property, objectives, timing, and the preparation decisions that need to be made.
2. Compare scope and estimates: Help organize vendor proposals so the client can choose the work and approve a budget.
3. Coordinate access: Arrange access with the selected providers.

Contractors and other providers perform the work within their own agreements and professional responsibilities. Jennifer coordinates the property-preparation process; the client retains approval over scope, spending, and changes.

For example

An owner living outside the area wants to prepare a property for sale while their financial advisor helps plan the timing of the move. With the owner’s authorization, Jennifer can coordinate preparation estimates and access and share the expected listing timeline with the advisor. The owner approves the work, and the advisor handles the financial planning.

Personal representation from your real estate broker.

Tell Jennifer what you have in mind and discuss your next steps.

For the full home-selling process, visit Sell With Jennifer. For estate or trust property, visit Trust & Probate. To compare all specialties, visit Expertise.

Client experience

“Jennifer was professional and informative throughout the process. We came across a few issues due weather we had not foreseen and Jennifer was at the property promptly, helped us get price-friendly bids from multiple sources and aided in the repair process.”

selinaschacht

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