Estate Planning Attorneys
A carefully structured estate plan can still become complicated when real property is involved and it's time to act. A client who understood the trust during the planning conversation may feel uncertain when the property actually needs to be sold, and a family member who agreed on paper may resist when the sale becomes real.
The featured broker, a Washington State licensed real estate broker and certified residential appraiser, works with estate planning attorneys to help clients carry out the real estate part of a plan, providing clear valuation, coordinated sale planning, and calm, professional communication while the property is sold.
Where Real Estate and Estate Planning Intersect
Real estate questions usually come up when a plan is carried out, often years after it was drafted. Common situations:
Featured Providers
James Jackson — Trust & Probate Attorney
James Jackson
Trust Attorney · Probate Attorney · Ketter, Sheppard & Jackson, LLP
Ketter, Sheppard & Jackson, LLP is a Seattle-based firm with roots going back to 1984, when David Ketter and Ken Sheppard founded the firm as one of the first tenants of Wells Fargo Center in downtown Seattle. The firm has built a long-standing reputation in tax, trust and estates, business law, and civil litigation.
Jim's practice includes trust and estate planning and administration, guardianship, related real estate matters, and civil litigation. Jim practiced in New York with Horenstein, Josepher & Gewanter, P.C., and served as Senior Attorney for the New York State Division of Housing and Community Renewal. He holds a J.D. from Touro College Jacob D. Fuchsberg Law Center and an LLM in Taxation from the University of Washington School of Law, and is admitted to practice in Washington and New York.
How the Featured Broker Supports Your Clients
Clear, Defensible Valuation
The featured broker's work as a Washington State Certified Residential Appraiser means clients can receive a condition-adjusted, methodology-based market assessment rather than a listing agent's price opinion. This can be especially useful when valuation needs to support trust decisions, beneficiary conversations, or planning-related financial analysis.
Strategic Sale Planning
The featured broker advises on timing, preparation, and market positioning in line with the broader estate plan and the client's situation. Recommendations on what to repair, when to list, and how to price take into account both the market and the fiduciary duties involved.
Coordination With Advisors
The featured broker works with attorneys, CPAs, and financial planners so that everyone involved in the client's plan is working from the same real estate information, with one point of contact and regular updates.
Property Preparation Oversight
When preparation is needed before a sale, the featured broker coordinates vendors, manages the process, and keeps the client and their advisors informed, so preparation adds as little as possible to their administrative work.
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. Real Property Planning is an educational hub and does not provide brokerage, appraisal, legal, or tax services.
Discuss a Client Situation
If you work with clients who hold real property as part of their estate plan and will eventually need to sell, transfer, or make decisions about that property, the featured broker is available as a real estate resource for your practice.
A brief conversation is usually the quickest way to discuss how the featured broker can support your clients in Washington State.
Related Professional Pages
Adjacent professional and fiduciary resources.
For Attorneys & Fiduciaries
How the featured broker supports attorneys with the real estate workstream on probate, trust, and family-law matters.
For Executors
A clear roadmap for personal representatives managing estate real property in Washington.
Why Valuation Matters
Why pricing built on appraisal discipline holds up where automated estimates do not.
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.