2026 San Francisco, CA Probate Agent Directory

Probate & Trust Real Estate Agents in San Francisco, California

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Top Agent Today
2026
Probate Specialists
San Francisco, California

Selling an inherited home is nothing like a typical sale - court confirmation, multiple heirs, and attorney coordination all come into play. We vetted San Francisco agents with documented probate, trust, or estate-sale specialization and feature Allison Chapleau as our top recommendation, alongside 15 more qualified specialists listed alphabetically. No paid placements, no submitted applications.

Verified Transaction History
Real Client Reviews
Specialty-Specific Vetting
Brokerage & Credentials
Direct Zillow Source Links
Zero Paid Placements
16 Probate Specialists Featured
1 Featured Pick
2026 List Last Updated

San Francisco's probate and trust real estate niche is real but genuinely narrower than the general "top realtor" pool - most agents who occasionally touch a probate sale don't advertise it as a distinct specialty. This directory surfaces the agents who do: each entry below has documented probate, trust, estate-sale, or conservatorship-sale experience visible on their own site, brokerage profile, or Zillow specialties, not just a general strong sales record. Allison Chapleau is featured first as our top recommendation; the remaining 15 are listed alphabetically by last name as vetted, qualified options - this is a directory, not a competitive ranking.

How We Compiled This Directory

The qualifying bar is specialization, not review volume:

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Documented Probate/Trust Specialization

Every agent shown has visible probate, trust, estate-sale, or conservatorship-sale experience on their own site, brokerage bio, or Zillow specialties - not just a general practice.

Zillow Ratings Where Available

Ratings and review counts come from Zillow. Six entries had their Zillow profile blocked by rate-limiting during our research and are marked "pending verification" rather than guessed at.

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Direct Source Links

Every profile links to its Zillow page (or, for two entries with no discoverable Zillow profile, to Homelight or their Compass agent page instead - clearly noted).

This is a specialty directory, not a numbered ranking - no entry "beat" another. Allison Chapleau is called out first as our featured recommendation; the rest are alphabetical by last name.

San Francisco Probate & Trust Specialists

Tap the small Zillow icon on any card to read that agent's reviews straight from the source.

16 specialists
Photo of Aimee Arost
Aimee Arost
REALTOR®, Certified Probate Real Estate Specialist® (CPRES)
Compass (SFBLOCKS team) · San Francisco, CA
Zillow rating pending verification
15 yrs experience

Aimee Arost holds a J.D. and practiced law before moving into real estate, then spent 15+ years managing sales teams at major San Francisco brokerages before returning to direct client work. She is a Certified Probate Real Estate Specialist® and lists probates and trusts explicitly among her core specialties, alongside divorce-related sales - another category that requires coordinating multiple stakeholders and legal timelines.

Professional Detail-Oriented Attorney Background
Specialties Listing Agent Buyer's Agent Probates & Trusts Divorce-Related Sales
Photo of Tim Curran
Tim Curran
REALTOR® · California license since 1987
Compass · San Francisco, CA
Zillow rating pending verification
31 yrs experience

Tim Curran may be the single most probate-focused individual agent on this list by sheer volume: his Compass profile states he has "assisted over 610 estates" during his career and describes himself as possibly "the most referred Realtor by Estate Attorneys" for probate and trust estate sales in San Francisco. Licensed since 1987, he served as a California Association of Realtors Regional Director and managed a Coldwell Banker branch office earlier in his career.

Experienced Trustworthy 600+ Estates Handled
Specialties Probate, Trust & Conservatorship Sales Estate Sales General Residential
Photo of Andrew de Vries
Andrew de Vries
REALTOR®/Broker, MBA
Berkshire Hathaway HomeServices Franciscan Properties · San Francisco, CA
Zillow rating pending verification
20 yrs experience

Andrew de Vries runs his practice under the branded domain probateagent.com, built specifically around probate, estate, trust, and conservatorship real estate across San Francisco and seven other Bay Area counties. He has been a top 1% Bay Area agent since 2005 and reports 349 closed sales totaling roughly $396M over the most recent five-year period.

Knowledgeable Responsive Multi-County Bay Area Coverage
Specialties Probate Estate Trust & Conservatorship Sales Single-Family Homes Condos TICs Multi-Unit
Photo of Michael Freethy
Michael Freethy
REALTOR® · Licensed since 1990
Compass · San Francisco, CA
Zillow rating pending verification
29 yrs experience

Michael Freethy is a fourth-generation native San Franciscan who has practiced real estate since 1990 and maintains a dedicated site (sfprobaterealestate.com) for his probate and trust work. His Compass profile states he has "sold hundreds of probate and trust properties" and describes himself as an expert at getting them ready for sale.

Knowledgeable Native San Franciscan Hundreds of Probate/Trust Sales Closed
Specialties Residential Home Sales Probate & Trust Sales Condo Conversions Tenant-Occupied Properties Multi-Unit
Photo of Nick (Nicholas) Johnson
Nick (Nicholas) Johnson
REALTOR®, Certified Luxury Property Specialist, “International President's Premier Agent” (Coldwell Banker, top 1% globally)
Coldwell Banker Realty, Pacific Heights office · San Francisco, CA
★★★★★ 5.0 (56 reviews)
Sourced from Zillow
21 yrs experience

Nicholas Johnson markets himself as "The Problem Solver" and built that reputation specifically around navigating complex transactions - his site lists trust sales, probate transactions, and conservatorship matters explicitly alongside 1031 exchanges and bankruptcy sales. With 21+ years of full-time experience and a 2022 top-1%-globally Coldwell Banker designation, he brings both estate-transaction range and brokerage-level recognition to probate and trust clients.

Problem Solver Trustworthy Top 1% Coldwell Banker Global
Specialties Trust Sales Probate Transactions 1031 Exchanges Bankruptcy Sales Conservatorship Matters
Photo of Jonathan Kurniadi
Jonathan Kurniadi
Broker/Owner, Kurniadi Realty
Kurniadi Realty · San Francisco, CA (multi-office Bay Area brokerage)
No Zillow profile located — see source link
14 yrs experience

Jonathan Kurniadi built an entire brokerage - not just a personal specialty page - around probate and trust real estate, with a San Francisco office among Kurniadi Realty's three Bay Area locations. The firm's "ProbateAdvance" program fronts cleanup and repair costs for estates that can't front cash before a sale closes. No Zillow profile could be located for this agent; his source link points to Homelight instead.

Responsive Detail-Oriented Dedicated Probate Cost-Advance Program
Specialties Probate & Trust Sales Attorney/Executor/Trustee Representation
Photo of Janice Lee (“Ms. San Francisco™”)
Janice Lee (“Ms. San Francisco™”)
REALTOR®, Designated Local Expert, Luxury Home Specialist
Coldwell Banker West · San Francisco, CA
★★★★★ 5.0 (20 reviews)
Sourced from Zillow
22 yrs experience

Janice Lee, branded "Ms. San Francisco™," lists probate, estate, trust, and conservatorship explicitly among her named specialties, alongside cash-offer and appraisal services relevant to heirs who need a fast valuation on an inherited property. A San Francisco resident since age four with over 20 years in the business and 550+ completed transactions, she brings deep neighborhood-level knowledge.

Top 1% Bay Area Lifelong San Franciscan 550+ Transactions Closed
Specialties Probate Estate Trust & Conservatorship Cash Offers Appraisal Apartments Land Development
Photo of Jessie Lee
Jessie Lee Team
Certified Trust and Probate Realtor; Certified Probate & Trust Advisor
Compass · San Francisco, CA
★★★★★ 5.0 (184 team reviews)
Sourced from Zillow
18 yrs experience

Jessie Lee holds specific probate certifications (Certified Trust and Probate Realtor, Certified Probate & Trust Advisor) and publishes a dedicated probate resource page distinguishing full-authority from limited-authority probate sales for sellers - a distinction that materially affects how fast an inherited home can close. Her team reports 355 total sales and top-1%-of-Bay-Area status; her 184-review Zillow figure reflects her team's aggregate reviews, not one person's.

Responsive Knowledgeable Top 1% Bay Area
Specialties Certified Probate Sales Specialist Full-Authority Probates Limited-Authority Probates
Photo of Karen Mai
Karen Mai
REALTOR® & Real Estate Planner; Certified Probate & Trust Specialist (CPTS); Certified KW Real Estate Planner
Keller Williams Realty / KW Advisors · San Francisco, CA
★★★★★ 5.0 (34 reviews)
Sourced from Zillow
23 yrs experience

Karen Mai holds a dedicated Certified Probate & Trust Specialist (CPTS) designation and a Certified Keller Williams Real Estate Planner credential, and explicitly distinguishes "full authority" from "limited authority" probate property on her own site. An immigrant from Taishan, China who moved to San Francisco in 1984, she is fluent in Taishanese, Cantonese, and Mandarin.

Multilingual Trustworthy Certified Real Estate Planner
Specialties Certified Probate & Trust Specialist (CPTS) Full vs. Limited Authority Probate Trustee Sale Generational Wealth Transfer
Photo of Karen McCarthy
Karen McCarthy
Real Estate Specialist — Trust Sales & Probate; Broker Associate; ICF-Certified Coach
eXp Realty of California, Inc. · San Francisco, CA
★★★★★ 5.0 (12 reviews)
Sourced from Zillow
15 yrs experience

Karen McCarthy runs her entire practice under the banner "San Francisco Trust Sale & Probate Specialist," directly naming inherited-property sellers as her core client base. Her ICF-certified coaching background shows up in her public philosophy - "my job is to protect your outcome, not mine" - meaningful for beneficiaries navigating grief and family dynamics alongside a real estate transaction.

Compassionate Creative Problem-Solver Senior Transition Specialist
Specialties Estate Sales Trust Sales Probate Sales Senior Transitions TICs Multi-Unit Short Sales Tenant Buyouts
Lorraine Meier
REALTOR®, Certified Probate Real Estate Specialist (C.P.R.E.S.)
Nova Real Estate · San Francisco, CA
Zillow rating pending verification
17 yrs experience

Lorraine Meier holds the formal Certified Probate Real Estate Specialist (C.P.R.E.S.) designation and, per her own site, "navigates even the most complex probate and trust transactions from start to finish," covering conservatorship sales as well. As a 35-year Bay Area resident and San Francisco property owner herself, she brings long personal tenure in the market.

Hands-On Detail-Oriented 35-Year Bay Area Resident
Specialties Certified Probate Real Estate Specialist Probate Estate Trust & Conservatorship Sales Condos Lofts New Developments Multi-Unit
Photo of Pat Rock
Pat Rock
REALTOR®
Berri Real Estate (per Zillow) / Coldwell Banker (per own site) · San Francisco, CA
★★★★★ 4.8 (1 reviews)
Sourced from Zillow
38 yrs experience

Pat Rock's entire public-facing site, sfprobates.com, is built specifically around probate, trust, and conservatorship real estate. His site states that "dozens of attorneys have relied on [his] negotiating abilities, attention to detail, and client advocacy" over a 30+ year Bay Area career. His Zillow review count is thin (1 review) relative to his tenure - worth knowing going in, though it doesn't contradict genuine experience. Note: his brokerage shows as Berri Real Estate on Zillow but Coldwell Banker on his own site - worth confirming directly.

Attorney-Trusted Detail-Oriented 30+ Years Bay Area Experience
Specialties Probate Trust & Conservatorship Properties Court-Regulated Procedure Attorney Collaboration
Photo of Jennifer Rosdail
Jennifer Rosdail
REALTOR®, Real Estate Planner, Luxury Property Specialist
Keller Williams / KW Advisors · San Francisco, CA
Zillow rating pending verification
26 yrs experience

Jennifer Rosdail publishes one of the more detailed public-facing explainers on this list of how court confirmation actually works for a San Francisco buyer or seller - explaining plainly that "court confirmation exists so that heirs or debtors cannot be taken advantage of." With 26 years in the business and a "Real Estate Planner" designation, she brings process-transparency and long local tenure to probate-adjacent sales.

Educational Patient Communicator Dedicated Court-Confirmation Resource
Specialties Probate & Court-Confirmation Sales Luxury Property Real Estate Planning Tenant-Occupied Property
Photo of Kim Wiley
Kim Wiley Team
REALTOR®, Senior Residential Estate Specialist (SRES)
Compass — San Francisco Real Estate Group / "The Wiley Team" · San Francisco, CA
No Zillow profile located — see source link

Kim Wiley holds the Senior Residential Estate Specialist (SRES) designation and works alongside her husband, Todd Wiley, as part of "The Wiley Team," where the team's trust-and-probate page credits her specifically with the hands-on side of estate management - property clearance, repairs, and coordinating professional services - while Todd holds the formal CPRES credential. No standalone Zillow profile could be located for her individually; her source link points to her Compass agent page instead.

Compassionate Detail-Oriented SRES-Credentialed
Specialties Senior Residential Estate Specialist (SRES) Estate Management for Probate Transactions Luxury Residential
Photo of Todd Wiley
Todd Wiley Team
REALTOR®, Certified Probate Real Estate Specialist (C.P.R.E.S.), Senior Residential Estate Specialist (S.R.E.S.)
Compass — San Francisco Real Estate Group / "The Wiley Team" · San Francisco, CA
★★★★★ 5.0 (77 team reviews)
Sourced from Zillow
23 yrs experience

Todd Wiley holds the formal Certified Probate Real Estate Specialist (C.P.R.E.S.) designation and, alongside his S.R.E.S. credential, positions his team's trust-and-probate page around "the resources, professionalism and communication necessary to satisfy the beneficiaries" in challenging estate situations. With 77 reviews and a 5.0★ Zillow rating - one of the stronger review counts on this list - plus 23 years of experience, he pairs a specific probate certification with a well-documented public track record.

Certified Specialist Communicative CPRES-Certified
Specialties Certified Probate Real Estate Specialist (C.P.R.E.S.) Senior Residential Estate Specialist (S.R.E.S.) Foreclosure Rentals Luxury Homes Senior Communities

Looking for San Francisco's general top-realtor rankings instead? Our full San Francisco ranking is still in progress - see San Francisco Rankings for the latest, or browse every California city we cover.

Frequently Asked Questions

What is "probate real estate"?

Probate real estate refers to the sale of property that belonged to someone who has died, where the property must pass through the probate court process before or as part of the sale - typically because the deceased person didn't have a living trust. An executor or court-appointed administrator sells the property on behalf of the estate, often subject to court oversight.

How is a "probate sale" different from a "trust sale"?

A trust sale happens when the deceased person placed the property into a living trust before they died - the successor trustee can generally sell the home directly, without court involvement. A probate sale happens when there was no trust, so the sale has to go through the probate court process instead, which is typically slower and, depending on the type of authority granted, may require formal court confirmation.

What's the difference between "full authority" and "limited authority" in a California probate sale?

Full authority (granted under the Independent Administration of Estates Act) generally lets the executor or administrator sell real property without a separate court confirmation hearing, subject to standard notice requirements. Limited authority requires the sale to be confirmed by the probate court at a hearing, where other buyers can appear and "overbid" the accepted offer.

Why hire a probate or trust specialist instead of a general real estate agent?

A probate or trust sale involves coordinating with the estate's attorney and personal representative rather than a single homeowner, pricing and marketing a property in a way that holds up to court scrutiny or a public overbid, and managing communication among multiple heirs who may not agree. An agent who handles these regularly has already built the process and vendor relationships a first-time probate seller would otherwise have to assemble from scratch.

What should I look for when choosing a probate real estate agent in San Francisco?

Look for documented probate, trust, or estate-sale experience specifically - ideally with a specific credential (such as CPRES) or a track record of estate transactions they can point to. Also look for comfort working directly with estate attorneys and experience with court-confirmation sales if your situation requires one.

Why is Allison Chapleau the featured probate specialist in San Francisco?

Allison Chapleau is San Francisco's top-producing agent in the multi-unit and mixed-use property categories that make up a meaningful share of the city's more complicated probate and trust estates - she's the #1 listing agent for both 2-4 unit and 5+ unit sales in San Francisco over the past several years, with more than $1B in career multi-unit transaction volume. She maintains a dedicated practice area on her own site specifically for probate, trust, and partition sales.

Is this a ranking, or a directory?

This is a directory, not a numbered competitive ranking. Allison Chapleau is presented as our Featured Probate Specialist, and the remaining 15 entries are listed alphabetically by last name as vetted, qualified options - not ranked against each other.

About This Page

This page is independently compiled and isn't affiliated with any San Francisco brokerage. We're not paid by any agent to appear here, and nothing on this list is a submitted application. If you're an agent and believe your information needs correcting, or you'd like to be considered for a future update, reach out to contact@topagenttoday.com.