Daniel Cronin Realtor

Trustee & Successor Trustee Support = Project Management with a Purpose

When someone steps into the role of trustee or successor trustee, they’re often handed a home and a long to-do list they didn’t ask for.

That’s where we come in.

We don’t just list properties — we act as project managers, coordinating every moving piece so trustees can focus on their fiduciary responsibilities while we facilitate the outcome they want.

That may include:
• Coordinating clean-outs, repairs, and updates
• Managing contractors, timelines, and budgets
• Assisting with hoarder homes or deferred maintenance
• Helping resolve occupancy issues through trusted legal referrals
• Preparing the property for sale or advising when an as-is sale makes the most sense
• Communicating clearly with attorneys, CPAs, and beneficiaries throughout the process

Every trust situation is different. Some trustees want top dollar. Others want speed, simplicity, or minimal disruption. Our role is to lay out the options, manage the process, and execute the plan that aligns with the trust’s goals.

From day one, we focus on reducing risk, limiting stress, and creating clarity in what can otherwise be an overwhelming situation.

If you’re a trustee, successor trustee, or fiduciary navigating a trust property in Sonoma County or the greater Bay Area, we’re here to help make the process manageable — and done right.

Daniel Cronin | REALTOR
Certified Probate & Trust Specialist
W Real Estate – Cronin Team
DRE # 02069254
SonomaEstateServices.com
[email protected]

What Trustees Need to Know About Real Estate Disclosures

Selling a home in a trust comes with unique responsibilities—especially when it comes to disclosures. While trustees are exempt from the full Seller’s Transfer Disclosure Statement (TDS), you are not exempt from disclosing what you personally know about the property.

Here are the key disclosure items trustees should be aware of:

1. Exempt From TDS, Not From Transparency
While the California Civil Code allows trustees to skip the TDS, you must still complete the Exempt Seller Disclosure (ESD). This form covers any material facts you’re aware of that could impact value or desirability.

2. Deaths on the Property
California law requires disclosure of any death on the property within the past 3 years—regardless of cause. Even as a trustee, this still applies. If the death was more than 3 years ago, it only needs to be disclosed if you believe it materially affects value.

3. Repairs, Defects & Known Issues
If you’re aware of roof leaks, water intrusion, pest issues, structural problems, or needed repairs, they must be disclosed. Even if you never lived there, anything you discovered during your oversight of the trust counts.

4. Neighbor or Boundary Disputes
If you know about shared well agreements, boundary disagreements, easements, or neighbor conflicts, these are material and must be noted.

5. Environmental or Safety Concerns
Mold, asbestos, septic issues, well problems, or known code violations should all be disclosed. You don’t need to investigate—only to share what you know.

6. “As Is” Still Requires Disclosure
Even if the home is being sold in its current condition, disclosures are still required. An “as-is” sale does not remove the obligation to be transparent under California law.

The bottom line:
Trustees aren’t expected to know everything—but you are expected to disclose what you actually know. Clear, accurate disclosures protect you legally and help create a smoother, more successful sale.

If you’re a trustee navigating the sale of a family member’s home and want guidance on what needs to be disclosed, I can walk you through the process and manage everything start to finish.

Daniel Cronin | REALTOR
Certified Probate & Trust Specialist
W Real Estate - Cronin Team
DRE #02069254 | 707-543-6483
[email protected]
Sonomaestateservices.com

✨ A True Transformation | Now Pending at 1552 Moonview Ct, Santa Rosa ✨

When we first stepped into 1552 Moonview Ct, the home was in a tough spot. It had been occupied by squatters, needed a full clean-out, and was nowhere near ready for market. But we knew exactly what it could become — and we got to work.

With the help of our trusted referral network, we coordinated:

🔹 Complete junk removal and property clean-out

🔹 Fresh interior paint to brighten and modernize the space

🔹 Updated flooring throughout

🔹 Final prep and staging touches to make the home shine

Our role as project managers is simple: take a property from distressed to market-ready while minimizing stress for our clients. And this home is a perfect example of what the right plan — and the right team — can do.

Today, we’re excited to share that 1552 Moonview Ct is officially PENDING.

Congratulations to our sellers, and thank you for trusting us to guide this transformation from start to finish.

If you have a property that needs more than just a sign in the yard, we’re here to help.

Daniel Cronin | REALTOR®

Certified Probate & Trust Specialist | Relocation Specialist

W Real Estate – Cronin Team

DRE #02069254 | 707-543-6483

[email protected]

sonomaestateservices.com

Why We Operate Differently

At the Cronin Team, we pride ourselves on running our business a little differently than most agents. Our focus is on value, not pressure. That means answering questions from potential clients—no strings attached—and being a trusted resource even if you’re months or years away from selling.

If you need a contractor, clean-out crew, or estate professional, we’re happy to share our list of vetted, trusted vendors. We only work with people who truly want to work with us, and vice versa. You’ll never find us capturing your info online and calling you 100 times trying to get you to sell.

We’re here to be your real estate resource—ready when you’re ready.

—
Daniel Cronin | REALTOR®
Certified Probate & Trust Specialist | Relocation Specialist
W Real Estate - Cronin Team
DRE # 02069254
707-543-6483
[email protected]
sonomaestateservices.com