Probate Real Estate | Why Hire Kathleen Daniels CPRES?

By
Real Estate Broker/Owner with KD Realty - 408.972.1822 CA DRE#01366594

Kathleen Daniels is a California Real Estate Broker, and a CPRES or Certified Probate Real Estate Specialist. She specializes in probate real estate and works exclusively with probate and trust estate representatives listing homes for sale. 

What is a CPRES?

 A CPRES Designation is a Certified Probate Real Estate Specialist.

There is so much more to learn about probate real estate beyond receiving the CPRES designation. 

Why Hire Kathleen Daniels, CPRES?

With probate real estate, one size does not fit all. Real estate agents with a CPRES designation, and even those without the designation, are not created equal in terms of depth of knowledge, training, education, and development. 

Kathleen’s background includes working with top Silicon Valley law firms as a Probate and Estate Planning Paralegal which provides a perspective and knowledge of the legal process as well. She also worked with Fortune 100 companies as a Paralegal and Contract Manager.

Kathleen is not licensed to practice law, however, she has extensive knowledge of probate law. As a member of the Silicon Valley Bar Association, she frequently attends classes taught by probate attorneys who are board-certified probate specialists. 

She owns and manages a boutique brokerage and specializes in probate real estate.

  • Extensively trained and certified in probate real estate she possesses specialized knowledge of the probate process, and the probate timeline, and is experienced in probate, conservatorship, and trust estate sales.
  • Kathleen is a Project Management Professional "PMP" certified by Boston University.  She is highly organized and has created efficient systems that save time and money. 
  • The probate attorneys she works with appreciate her collaboration and experience as a probate real estate agent. 
  • She has a thorough understanding of the probate real estate contracts, disclosure requirements, and probate disclosure exemptions.

Kathleen's keen market knowledge, track record, and experience as a top negotiator create a perfect formula for a successful probate, conservatorship, and trust real property sale. 

 


Experience, Knowledge, and Training Beyond CPRES

 

Broad in-depth experience makes a difference for all parties involved.

  • Kathleen keeps the lines of communication open and ensures her clients know what’s going on every step of the way.
  • Attorneys comfortably and confidently recommend Kathleen to their clients because they know she gets the job done, and does the job exceptionally well.
  • Understanding the importance of contract timelines and court deadlines, they are never missed when Kathleen manages the sale of a home in probate, conservatorship, or trust estate.

Kathleen completed the certification program in Professional Fiduciary Management for Trustees in 2017. She understands the roles and responsibilities of a successor trustee and confidently manages trust real estate sales.

She managed her own mother’s care for nearly 10 years and her mother's estate without probate.

Kathleen’s Promise: “To uphold my fiduciary duty and legal responsibility to manage the sale of real property with the highest standard of care, no exceptions. This means my client’s best interests are top of mind and close at heart, at all times.”

 


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Kathleen Daniels is dedicated to truly serving her clients. She limits the number of clients she works with at any given time. That means she does not take on more business than she can manage while providing the highest level of service she believes everyone deserves.

She works exclusively with probate and trust estate representatives (Sellers) listing probate and trust estate homes for sale. 

If you need help or know someone who does, contact Kathleen Daniels for a private and confidential no-obligation consultation. 

Kathleen Daniels is a California Real Estate Broker specializing in probate real estate. She is a Certified Probate Real Estate Specialist, also referred to as CPRES, and/or probate real estate agent. 

 

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Blog | About Me

Probate Real Estate Services
San Jose Real Estate Website

    

DRE#01366594

I specialize in probate real estate.
As a Certified Probate
Real Estate Specialist
my focus is on helping Executors and Administrators
avoid headaches
before they start.

“From the moment we met Kathleen, we were impressed with her professionalism, knowledge, patience, respect, humor, attention to detail, and compassion.  She's the Whole Package ~ excellent agent and wonderful human being!  In a potentially stressful experience, we have felt in good hands all along.  We are so grateful and recommend her without hesitation!”

Read More Testimonials

 

Comments (13)

Bob "RealMan" Timm
Ward County Notary Services - Minot, ND
Owner of Ward Co Notary Services retired RE Broker

Excellent shout out for business and explanation of your duties as a CPRES   Kathleen Daniels, Probate & Trust Specialist . I had never heard of the designation until knowing you.

Sep 22, 2023 11:04 AM
Kathleen Daniels, Probate & Trust Specialist

Thank you, Bob "RealMan" Timm this challenge offers an excellent opportunity for us to shout out. I appreciate you stopping by and commenting. 

Sep 22, 2023 12:28 PM
Bill Salvatore - East Valley
Arizona Elite Properties - Chandler, AZ
Realtor - 602-999-0952 / em: golfArizona@cox.net

Great information.  Thanks for sharing, enjoy your weekend, and here's a GOOD LUCK to your favorite Football Team!

Sep 22, 2023 11:59 AM
Kathleen Daniels, Probate & Trust Specialist

No favorite football team for this gal, I am not a fan,  Thank you for stopping by and commenting. 

Sep 22, 2023 12:29 PM
Hannah Williams
HomeStarr Realty - Philadelphia, PA
Expertise NE Philadelphia & Bucks 215-820-3376

Kathleen Daniels, Probate & Trust Specialist I admire that you limit your clients to give your all.

Sep 22, 2023 12:56 PM
Kathleen Daniels, Probate & Trust Specialist

That is what I would expect from anyone I hire yet I know that is not the case with many people Miss Hannah Williams 

Thank you for stopping by and commenting. 

Sep 23, 2023 08:43 AM
Katina Hargrove 352-551-0308
Stake Your Land Realty, Inc. - Eustis, FL
Broker/Owner, SFR®, e-PRO®, GRI, AHWD, REALTOR®

Kathleen Daniels, Probate & Trust Specialist

I would most definitely recommend you to anyone needing your services in California. Great Video🙂 I may need to view the designation, it brings a lot of value to consumers.

Sep 22, 2023 02:54 PM
Kathleen Daniels, Probate & Trust Specialist

 

Thank you for stopping by and for your kind words of support.  Be mindful that the designation alone does not provide all that a real estate agent needs to know about probate real estate Katina Hargrove 352-551-0308 

Sep 23, 2023 08:44 AM
Katina Hargrove 352-551-0308

Kathleen Daniels, Probate & Trust Specialist,

Yes, I totally understand. There is a lot more than the designation.

Sep 23, 2023 08:57 AM
George Souto
George Souto NMLS #65149 FHA, CHFA, VA Mortgages - Middletown, CT
Your Connecticut Mortgage Expert

Kathleen I don't know of any Realtor who knows more or even close to knowing as much as you know about Probate sales, and you are the first one I would go to for advice.

Sep 22, 2023 03:25 PM
Kathleen Daniels, Probate & Trust Specialist

Thank you George Souto - I brought years of paralegal experience to the real estate table. I appreciate your comment. 

Sep 23, 2023 08:45 AM
Myrl Jeffcoat
Sacramento, CA
Greater Sacramento Realtor - Retired

Back in the late 1970s, before I became a Realtor, I was the executor of my mother's will.  She owned apartments.  I wouldn't have had a clue about handling that, had it not been for a close attorney friend, who guided me through.  It is important to have a professional in the field of probate.  Probate sales have additional elements.

Sep 22, 2023 05:26 PM
Kathleen Daniels, Probate & Trust Specialist

Most people in their lifetime never have the experience, or if they do, it is likely only once Myrl Jeffcoat. Having professionals to guide people through the process is a blessing.  Probate sales are different than non-probate sales, some much more so than others.  

Thank you for stopping by and commenting. 

Sep 23, 2023 08:48 AM
Myrl Jeffcoat
Sacramento, CA
Greater Sacramento Realtor - Retired

CONGRATULATIONS Kathleen, on having this blog FEATURED in the Old Farts Club group!  

Sep 22, 2023 08:33 PM
Kathleen Daniels, Probate & Trust Specialist

Thank you for the Feature in the Old Farts Club Myrl Jeffcoat - that is so fitting, appropriate, and appreciated. 

Sep 23, 2023 08:48 AM
Endre Barath, Jr.
Berkshire Hathaway HomeServices California Properties - Beverly Hills, CA
Realtor - Los Angeles Home Sales 310.486.1002

Kathleen Daniels, Probate & Trust Specialist  this was a great post to toot your horn and our horn:) great concept not sure about the delivery of the challenge from the upper echelons..... despite I loved it, funny I just posted my third one:)Endre

Sep 22, 2023 10:45 PM
Kathleen Daniels, Probate & Trust Specialist

Toot Toot Endre Barath, Jr. I will head over and read your third entry. 

Sep 23, 2023 08:51 AM
Kat Palmiotti
406-270-3667, kat@thehousekat.com, Broker/REALTOR® - Kalispell, MT
Helping your Montana dreams take root

Yes indeed - if anyone in your area needs a probate, conservatorship and/or trust real property real estate expert, they need to pick up the phone and dial your number!

Sep 23, 2023 05:08 AM
Kathleen Daniels, Probate & Trust Specialist

Thank you, Kat Palmiotti I am confident in all that I do and I enjoy helping people with specialized needs.

Thank you for stopping by and commenting. 

Sep 23, 2023 08:52 AM
Nina Hollander, Broker
Coldwell Banker Realty - Charlotte, NC
Your Greater Charlotte Realtor

Good morning, Kathleen... if I needed probate services in the San Jose area, I know my first call would be to you. I've done enough probate sales over the years to understand how critical an experienced professional like yourself is to making the transaction problem-free. Experience matters!

Sep 23, 2023 05:53 AM
Kathleen Daniels, Probate & Trust Specialist

If only Joe Q Public realized that experience does matter and that probate is not like transacting a non-probate sale, at least it is not in California. 

Thank you for stopping by and commenting Miss Nina Hollander, Broker 

Sep 23, 2023 08:53 AM
Nina Hollander, Broker

Kathleen Daniels, Probate & Trust Specialist hi Kathleen... it's the same here. You have no idea what I've seen agents do with estate listings who had no clue about what to do!

Sep 23, 2023 08:57 AM
Kathy Streib
Cypress, TX
Home Stager/Redesign

hi Kathleen- loved the video!  Many may not understand what probate real estate is until they need someone with your expertise!!!  I would trust you implicitly. 

 

Sep 23, 2023 09:39 AM
Kathleen Daniels, Probate & Trust Specialist

Thank you so much Miss Kathy Streib I eat, sleep, and drink probate.

I enjoy helping people in need of specialized help and the resources I have to help me help them. 

 

Sep 23, 2023 09:47 AM
Roy Kelley
Retired - Gaithersburg, MD

Good Sunday afternoon, Kathleen.

Have a great day and a very productive week.

Sep 24, 2023 11:33 AM
Kathleen Daniels, Probate & Trust Specialist

Thank you, Roy Kelley - may you and your beautiful wife Dolores enjoy the week. 

Sep 25, 2023 07:43 AM
Wanda Kubat-Nerdin - Wanda Can!
Red Rock Real Estate (435) 632-9374 - St. George, UT
St. George Utah Area Residential Sales Agent

You are definitely the one to call for probate real estate, Kathleen. Like you, I prefer quality over quantity, to give clients the best service possible!

Sep 25, 2023 07:18 AM
Kathleen Daniels, Probate & Trust Specialist

I know that about you Miss Wanda Kubat-Nerdin - Wanda Can! 

Our clients deserve the best possible service. Thank you for stopping by.

Sep 25, 2023 07:44 AM