About Real Property Planning
An independent educational hub for seniors, families, and the professionals who serve them.
Why This Site Exists
Some of the largest decisions a family makes come at a hard time: after a parent dies, when the family home has to be sold, or when someone can no longer live alone. These transitions involve real estate, legal paperwork, money, and family relationships all at once, and most people are facing them for the first time.
Real Property Planning is an independent educational hub covering probate, estate real estate, inherited property, senior housing transitions, and related topics. It gives seniors, families, executors, and trustees plain-language guidance, including which kinds of professionals can help and when to bring them in.
Real Property Planning does not provide services. It does not represent any professional or company featured on this site. Its purpose is to explain these processes clearly to the people going through them.
Who It's For
This resource was built for:
- Seniors thinking ahead about housing, estate planning, and what comes next
- Adult children and family members helping aging parents through major transitions
- Executors and trustees managing real property as part of an estate
- Professionals (attorneys, CPAs, financial planners, and care managers) looking for educational material to share with the families they serve
What You'll Find Here
- Plain-language education on probate, estate transitions, and senior housing
- Guidance on what types of professionals can help and when to involve them
- A directory of independent professionals in relevant fields
- Resources to help you know what to ask and what to weigh before you decide
About the Founder
David Stein
Founder
Real Property Planning was founded by David Stein, a Washington State Licensed Real Estate Broker and Washington State Certified Residential Appraiser.
David spent years working with families on probate sales, estate appraisals, and senior housing transitions, and saw the same problem again and again: the options existed, but it was hard to see how they fit together. Executors didn't know which step came first. Adult children didn't know whom to trust. Families dealt with attorneys, appraisers, real estate agents, and care professionals separately, and no one connected the pieces.
He started Real Property Planning to fill that gap: one place where anyone dealing with estate property, probate, or a senior transition can find plain-language guidance.
David's background includes construction and contracting, residential appraisal, real estate brokerage, and e-commerce.
David Stein's real estate brokerage and appraisal services are offered separately through his own practice, not through Real Property Planning.
Contact
Questions about the site, corrections, and requests from professionals who would like to be considered for the directory all go to the same place.
Real Property Planning is an educational hub and does not provide brokerage, appraisal, legal, or tax services. Messages about those services go to the featured broker or appraiser, who handles them personally through their own practice.
A Note on Independence
The professionals and companies referenced on this site are entirely independent. They are not employees, partners, members, or affiliates of Real Property Planning. Their inclusion on this site is not an endorsement or guarantee of their services. Always verify the credentials and suitability of any professional before engaging them.
Nothing on this site constitutes legal, financial, real estate, or any other professional advice. Always consult a qualified, licensed professional for guidance specific to your situation.
Professional Disclosure
Real Property Planning is an educational and connection hub. It does not provide legal, tax, accounting, financial, brokerage, or appraisal services. Professionals referenced on this site are independently licensed and operate through their own separate businesses. Real estate brokerage services are provided by David Stein, a licensed Washington broker, through eXp Realty. Appraisal services are provided by David Stein through Stein Appraisal. Read the full disclaimer.