Selling a home held in an irrevocable trust can sound complicated—but it doesn’t have to be. I’m Dennis Loewen with North and Main Homes, and here’s a straightforward overview of how to make the process smooth.
Confirm Authority
In most trusts, the trustee (not the beneficiaries) has the authority to sell. Review the trust documents and confirm who must sign.
Gather Required Documents
Escrow will need a trust certification, IDs for all trustees, and any amendments. If multiple trustees exist, all must sign to close.
Handle the Proceeds Properly
The funds go to the trust, not to individuals. The trustee distributes them according to the trust terms.
🎥 Watch the full video here: How to Sell a San Jose Home in an Irrevocable Trust
If you’re selling on behalf of a trust and want guidance through the process, reach out to Dennis Loewen with North and Main Homes.
