Deceased estates: Avoid disputes, maximise value and legacy
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Deceased estates: Avoid disputes, maximise value and legacy
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About this listen
Selling property from a deceased estate stirs profound emotions and risks disputes among family members. Yet a structured approach can maximise value, provide fair closure, and honour the deceased's legacy.
In this episode Jarrod discusses:
- The key differences between executors and beneficiaries, and why early role clarification reduces tension
- Defining sale goals, from joint ownership to buyouts, with tips on independent valuations
- Balancing legal timelines like probate and capital gains tax (CGT) exemptions with market conditions for optimal timing
- Tailoring property presentation to buyer profiles without overspending estate funds
- Choosing experienced agents and seeking vendor advocacy support to ease the executor's burden
- A real case study of resolving a sibling dispute through transparent auction processes
We enjoy providing you with free insights into the Melbourne property market and property investment more broadly. Thank you for listening.
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Investing in property makes sense. Investing in the right property takes knowledge.
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