Real property, administered to the standard the file will be judged by.
When property sits inside an estate, conservatorship, or trust, every decision about it may be reviewed — by the court, by beneficiaries, by counsel. Sightline provides disposition, property management, and vendor oversight built around one principle: the documentation should be ready before anyone asks for it.
A fiduciary who sells or manages property carries personal accountability for how it was valued, who was hired, and what the record shows. Most real estate is not practiced that way.
A conventional listing produces a closing statement. A fiduciary matter needs more: a defensible valuation rationale, documented vendor selection, and reporting that drops cleanly into an accounting or annual filing. Sightline was structured for that second standard — so the professionals who refer us are protecting their client and their own name at the same time.
Every engagement produces the same five-part file.
Valuation memorandum
Comparative market analysis with stated methodology, comparable selection rationale, and condition adjustments — written to be read by someone reviewing the decision later, not just the seller.
Competitive vendor protocol
Repairs, cleanouts, landscaping, and make-ready work sourced through a documented multi-bid process from insured vendors, with the selection basis recorded for each award.
Marketing & offer record
Exposure history, showing activity, every offer received, and the disposition of each — a complete answer to the question "was this property adequately marketed?"
Accounting-ready reporting
Income, expenses, and transaction detail formatted so it transfers directly into conservatorship accountings, trust records, and estate inventories without rework.
Chain-of-decision file
A dated record of material decisions and the information they were based on — assembled continuously, delivered at close, retained for the fiduciary's records.
Listing & sale of fiduciary-held property
Estate, conservatorship, and trust property prepared, marketed, and sold with the full documentation standard — including occupied, tenant-involved, and deferred-maintenance situations.
Property management under supervision
For property that must be held — during a conservatorship, a contested matter, or a market-timing decision — ongoing management with monthly reporting suited to court and trust oversight.
Vendor management & property stabilization
A single accountable point of contact for securing, insuring, maintaining, and preparing property — with every vendor engagement bid, documented, and reported.
Elder law & probate counsel
Your personal-representative and conservator clients inherit property decisions they've never made before. We take that burden off your desk — and off theirs.
- Probate and trust administration sales
- Conservatorship property questions
- A file your client can stand behind
Professional fiduciaries
Conservators, guardians, and personal representatives who need real estate handled to the same standard as the rest of the file.
- Disposition with decision documentation
- Held-property management & reporting
- Vendor bidding handled for you
Trust officers & advisors
Bank trust departments and wealth advisors with real property inside accounts — and no appetite for undocumented vendor decisions.
- Trust-held residential property
- Reporting aligned to your records
- One accountable local point of contact
Intake & property review
We confirm authority documents with you, inspect and secure the property, and identify anything that affects value or risk — typically within days of referral.
Valuation memorandum
A written valuation with stated methodology is delivered to the fiduciary and counsel before any disposition decision is made.
Stabilize, manage, or sell
Based on the fiduciary's direction: make-ready and sale, or ongoing management — with the vendor protocol applied to all work either way.
File delivered
At close or on schedule, the complete documentation file is delivered — ready for the accounting, the inventory, or the question that hasn't been asked yet.
We regularly meet families who need what you do.
Aging sellers without an estate plan. Powers of attorney stretched past their limits. Estates with no one willing to serve. When our real estate work surfaces a need for counsel or a professional fiduciary, we connect those families with qualified professionals — because the relationship works best when it works both ways.
Start with one conversation.
Send the situation — a property, a matter, or a question. You'll get a direct answer on whether and how we can help, and a copy of the documentation standard for your file.