Stagg Fiduciary Services × Cameron White Homes
1499 Green St — Property Walkthrough & GTM Planning
Property Walkthrough · GTM Planning
May 22, 2026
Attendees: Cameron White, Julie (Stagg)
Client Entity: Scarlet Trust
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Decisions Made
7✓
No capital improvements — list as-is
Kitchen solid; bathroom/yard don't justify spend. Math may change this; Cameron will confirm with numbers.
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Order two appraisals: date-of-death & date-of-appointment
Standard practice for fiduciary listings when time has passed since client death.
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Communication centralised through Julie (one point of contact)
Prior realtor problems stemmed from multiple family members giving conflicting go-aheads.
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Listing entity is Scarlet Trust — all paperwork signed by Scott Hanney (managing partner) via DocuSign
Not family members; Scott will always confirm with Stagg before signing.
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Cameron will NOT touch, clean out, or list without explicit green light from Julie
Risk of discarding family heirlooms — previously happened at another property (items dumped at DI).
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Full team (Josh, Jed + others) added to communication system
"Team having access to everything is good" — agreed by both parties.
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Focus on 1499 Green St now; defer the second property (Bondwood) pending sisters/daughters resolution
Access is available here; move fast. Drive-by of Bondwood to follow this meeting.
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Action Items
9Cameron
Order appraisal — two dates
Needs: date of death from Julie + today's appointment date as second date
Julie
Provide date of death for the deceased
Required to initiate appraisal order
Julie
Confirm personal property status with family
Determine if anything remaining in home is wanted; green light cleanup only after confirmation
Julie
Send Scott Hanney's contact info to Cameron
Scott signs all listing documents on behalf of Scarlet Trust
Cameron
Complete CMA / market analysis
Run numbers on potential improvements vs. as-is pricing to validate gut recommendation
Cameron
Prepare listing agreement & paperwork for Scarlet Trust
On hold pending green light; will route to Scott Hanney via DocuSign
Cameron
Stage cleaning crew — do NOT deploy until Julie's green light
Julie
Add Josh, Jed & additional team members to the communication system
Both
Drive-by of Bondwood property immediately after this meeting
Cameron to follow Julie; scope second property
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Go-To-Market Sequence
1
Order Appraisals
Date-of-death basis + date-of-appointment basis. Establishes historical trail and current FMV.
Cameron
Julie provides DOD
2
Personal Property Confirmation
Julie confirms with family what (if anything) remains to be claimed from the home.
Julie
3
Green Light → Clean Out
Once family confirms, Cameron deploys cleaning crew. No action before this gate.
Cameron executes
Julie triggers gate
4
Address Any Safety Repairs
Master bath fan (minor). No structural issues observed. If math supports improvements, reassess here.
Cameron
5
Listing Agreement Signed by Scott Hanney
Cameron prepares listing docs; routes via DocuSign to Scott. Scott confirms with Stagg before signing.
Cameron prepares
Scott signs
6
Go Active on Market
List as-is (unless CMA says otherwise). Target buyer: young buyer with energy to do their own improvements. Pricing strategy: competitive for neighborhood.
Cameron
7
Close → Trust Distribution
Proceeds distribute to trust beneficiaries. One beneficiary's portion remains in trust (trust stays alive for one of the boys).
Julie / Stagg
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Open Questions
6?
Is there an alarm system at the property?
Not confirmed during walkthrough. Ring doorbell likely present; interior alarm TBD.
Not confirmed during walkthrough. Ring doorbell likely present; interior alarm TBD.
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Has the family fully cleared personal property?
Believed yes, but items (bills, bags) were still present. Julie to confirm before cleanup green light.
Believed yes, but items (bills, bags) were still present. Julie to confirm before cleanup green light.
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Do the numbers support any capital improvement?
Cameron's gut = no. CMA pending. If ROI is there, yard/cosmetic work reconsidered.
Cameron's gut = no. CMA pending. If ROI is there, yard/cosmetic work reconsidered.
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Status of the sisters / daughters issue on Bondwood (second property)?
Needs push from Julie to get resolution before that property can move.
Needs push from Julie to get resolution before that property can move.
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How many beneficiaries, and does the trust allow a partial initial distribution while listing is underway?
Julie mentioned this is possible ("initial distribution so they're not waiting") — needs formal decision.
Julie mentioned this is possible ("initial distribution so they're not waiting") — needs formal decision.
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Is there a constable-to-live or any court order affecting occupancy?
Cameron raised this early in walkthrough; believed to be no, but not confirmed formally.
Cameron raised this early in walkthrough; believed to be no, but not confirmed formally.
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Key Quotes
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I'm not gonna do anything until you say green light, ever.
Cameron White — commitment on personal property & listing timing
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Highest and best financially for them, whatever they get. How do we put more in their pocket?
Julie (Stagg) — defining success for the trust beneficiaries
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I think your highest and best use of this is just to put it on the market and let the next guy deal with whatever's there.
Cameron White — as-is listing recommendation
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It's a big part of the communication, though, that we've struggled with our past realtors... where we're a team. He would talk to one person who would say 'go ahead' but that person wasn't running the show.
Julie (Stagg) — rationale for single point of contact rule
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If you can poke me, if I'm holding up the line, let me know.
Julie (Stagg) — permission granted for Cameron to follow up proactively
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Communication Protocol
Primary contact: Julie (Stagg Fiduciary). All go/no-go decisions route through Julie only.
Signatory: Scott Hanney (Managing Partner, parent CPA firm). Will always check with Stagg before signing. DocuSign preferred.
Listing client name: Scarlet Trust. Family members are beneficiaries — not the signing clients.
Follow-up cadence: Cameron has permission to proactively chase Julie if responses go cold. High-communication standard expected on both sides.
Team access: Josh, Jed, and additional Stagg team members to be added to Cameron's system for full visibility.
Hard rule: Zero action on property (cleanup, repairs, listing) without Julie's explicit green light. No exceptions.