Real Estate Services for Estate Planning, Probate & Trust Professionals
Trusted real estate support for attorneys, professional fiduciaries, corporate trustees, executors & trustees throughout Orange County and Southern California.

Attorneys handling estate planning, probate, trust administration, and contested estate matters often need a real estate professional who understands that these transactions involve much more than listing a property.
At Aragone & Associates, we work alongside estate planning attorneys, probate counsel, trust attorneys, litigators, professional fiduciaries, executors, and trustees to manage the real estate component of estate and trust matters from valuation through closing. With more than 23 years of experience, 900+ closed transactions, and over $900 million in sales, Paula Aragone and her team bring extensive experience with probate property, trust property, inherited homes, complex family situations, deferred maintenance properties, luxury estates, and transactions requiring close coordination with counsel.
I built my Trust and Probate Division after watching investors take advantage of grieving families in these exact transactions. I also watched too many estate properties get marketed as distressed sales instead of given the value they deserved. My legal background means I understand the fiduciary duties you operate under, the notice requirements on a trust or probate sale, and the court confirmation process, and I build every transaction around getting those right. That protects the executor, the trustee, and the professional fiduciary from added liability tied to how the property is marketed, priced, and sold, throughout the process and after closing. It also protects the beneficiaries’ inheritance and gives you an agent who acts as a problem solver and an asset to the estate instead of one more thing you have to manage. Estate attorneys and professional fiduciaries refer their clients to me because every referral gets that same bespoke, luxury level service.
Paula Aragone, CEO / Realtor®

Who we work with
Watch: Probate & Estate Real Estate Expert Advice in Orange County | Aragone & Advisors Ep. 3
Estate Planning Attorneys
We work with estate planning attorneys whose clients need guidance with real estate before, during, or after a major life transition: preparing for a future sale, downsizing, selling inherited property, administering a trust, or repositioning real estate as part of a broader estate plan. We provide valuation, market strategy, preparation recommendations, and transaction coordination while working closely with counsel and the client's other advisors.
Probate Attorneys
We assist probate attorneys representing executors and administrators who need an experienced probate real estate professional to manage the property side of the estate: market valuation, preparation, cleanout, vendor coordination, marketing, offer strategy, probate specific transaction requirements, and communication through closing.
Trust Attorneys
We assist trust attorneys and successor trustees with the sale of real estate held in trust, including inherited homes, luxury properties, investment properties, and assets involving multiple beneficiaries or complex family dynamics, managing valuation, preparation, marketing, negotiation, and closing while helping the trustee maintain clear documentation.
Probate & Trust Litigators
We work with litigators on real estate matters involving contested estates, beneficiary disputes, cotrustee disagreements, and fiduciary litigation, situations that require detailed valuation support, thorough documentation, neutrality, discretion, and consistent communication among all parties.
Professional Fiduciaries
We manage the entire real estate process: securing vacant property, coordinating cleanout and estate sales, arranging repairs and preparation, obtaining valuations, managing vendors, marketing, evaluating offers, reporting, and handling the transaction through closing, reducing the operational burden on the fiduciary.
Corporate Trustees
We work with corporate trustees and institutional fiduciaries responsible for residential, luxury, investment, and commercial real estate held in trust, providing the consistent communication, documentation, and professionalism expected in an institutional fiduciary environment.

Why attorneys refer clients to Aragone & Associates
When an attorney refers a client to a real estate professional, that referral reflects back on the attorney, something we take very seriously. We understand that estate planning, probate, trust, and fiduciary counsel need more than a Realtor who can list and sell a property. They need a partner who understands the context of the matter, communicates clearly, documents the process, and manages the property without creating additional problems for counsel.

- We understand the estate, probate, and trust environmentPaula Aragone brings four years of law school education in addition to more than 23 years of real estate experience. While neither Paula nor Aragone & Associates practices law or provides legal advice, that background supports a strong understanding of court deadlines, fiduciary responsibilities, full and limited authority under IAEA, probate overbid procedures, beneficiary objections, and the documentation and timing that matter to counsel.
- We handle the real estate side from beginning to endWe coordinate securing vacant or inherited property, locksmiths and access, cleanouts, estate sale companies, contractors and repairs, painters and landscapers, staging, photography and marketing, inspections, property maintenance, showings, offer management, negotiations, transaction coordination, and closing, so counsel's team never has to become the property management team.
- We provide clear documentation and communicationProperty valuations, comparative market analyses, as is versus improvement recommendations, vendor estimates, preparation budgets, before and after documentation, marketing reports, showing activity, buyer feedback, offer summaries, and closing updates, organized so attorneys and fiduciaries stay informed without daily management.
- We understand fiduciary responsibilityThe goal is not merely to sell the property, it's being able to demonstrate the property was handled thoughtfully, professionally, and in a manner designed to protect and maximize the value of the estate or trust asset.
- We know when to sell as is and when to strategically prepareWe evaluate each property individually, comparing as is sale, limited strategic preparation, and more substantial improvement where the return justifies it. Selling as is does not have to mean selling off market or below market, and certain preparation costs can be structured to be deferred until closing.
- We understand complex and contested mattersContested probate, trust litigation, beneficiary disputes, cotrustee disagreements, out of state parties, occupied and hoarder properties, and deferred maintenance homes, matters that require discretion, neutrality, patience, and careful communication. Our role is to remain focused on the property and the transaction without increasing the conflict.
- We protect the attorney client referral relationshipWe understand our performance reflects on the attorney who made the introduction, and we treat every referral accordingly: responsive communication, discretion, professionalism, and integrity from the first conversation through closing. We stay in our lane: we do not provide legal advice, interpret legal documents, or attempt to replace counsel.
- Referred clients receive VIP level serviceClients referred to Aragone & Associates receive access to our VIP Client Program: elevated communication, coordination, responsiveness, and hands on support throughout the process.
- We bring experience across property types and price pointsProbate property, trust property, inherited homes, luxury real estate, investment property, commercial property, distressed and deferred maintenance property, vacant and tenant occupied property, one team across multiple asset types.
- We understand that the result mattersProtecting asset value, maximizing market exposure, informed preparation decisions, professional negotiation, clear documentation, and reducing the burden on the attorney and fiduciary, that's the strategy behind every referral we handle.
A real estate resource for your clients before and after a life transition


Because you work with many estate planning attorneys, this is not only a "someone has died" resource. It covers aging homeowners, downsizing, moving closer to family, selling investment property, preparing property before trust administration, successor trustees, inherited property, and estate settlement, so that whenever real estate touches a client's life, the answer is the same: "Anything involving real estate, I call Paula."
Case studies, written for counsel

Complex probate property, Anaheim
715 N Zeyn St, Anaheim, CA 92805
- Situation
- Probate property requiring significant clean out and preparation.
- Strategy
- Approximately $25,000 in targeted preparation, professional marketing, broad market exposure.
- Result
- Listed at $600,000, generated 29 offers, sold for $735,000.
The result demonstrates the value of exposing even difficult estate property to the open market rather than assuming a distressed condition requires an off market sale.
Trust sale, Brea
1001 Eadington, Brea, CA 92821
- Situation
- Single level trust estate on a large lot needing renovation. Investors pressed the family toward an as is cash sale near $2,000,000.
- Strategy
- The Trustee reviewed detailed estimates and approved just under $39,000 in targeted renovation.
- Result
- Listed at $2,500,000, multiple offers, sold for $2,688,000 cash with no repairs or concessions, closed in 11 days.
A clear example of a documented, Trustee approved decision that outperformed the as is investor offer being pressed on the family.
The referral process
- Initial consultationWe speak with the client and understand the property, timeline, legal context, and goals.
- Property evaluationWe assess current condition, market value, and potential sale strategies.
- Strategy recommendationAn as is versus preparation analysis when appropriate.
- Coordination with counselOngoing communication on relevant real estate milestones and transaction information.
- Property preparation and marketingVendors, preparation, marketing, showings, and offers coordinated.
- Transaction management through closingThe client and counsel kept informed throughout.
Trusted by Professionals
Letters from attorneys and fiduciaries
For many years, both my law partner and I at Merhab Robinson & Clarkson have confidently referred our clients to Paula Aragone for their real estate needs. We have always trusted her to represent our clients with professionalism, integrity, and exceptional results.
She carefully evaluates the property, the condition, the market, and the circumstances of the estate, and then develops a strategy designed to maximize value while minimizing unnecessary stress and risk.
I have confidently referred clients to Paula for years because she consistently handles even the most challenging circumstances with professionalism, efficiency, patience, and discretion.
Your experience and professionalism was evident from our first meeting to the closing of escrow, and resulted in a sale under 90 days with a sales price that was $10,000 over the appraised value.
Read the full letters from referring counsel
Read the full letters from referring counsel
Paula has assisted my clients with sales over the years and I have always received raving reviews. This past year I was able to experience her dedication and professionalism firsthand when she assisted us with the purchase of a new home and sale of our prior home. The process was so easy. Paula took care of everything and explained the process so it was easy to understand. She was an amazing advocate for us not only in the purchase by pointing out items that we did not consider but also negotiating the sale of our prior house at almost $100k over asking. Paula has a team of people to assist so everything from repairs, to movers, painters, loan officers, was taken care of. We will continue to use Paula for future purchases/sales and for our clients as well.
For many years, both my law partner and I at Merhab Robinson & Clarkson have confidently referred our clients to Paula Aragone for their real estate needs. We have always trusted her to represent our clients with professionalism, integrity, and exceptional results. However, referring clients is one thing—entrusting her with my own family’s estate was something entirely different.
After the passing of my parents, I served as Trustee of our family trust and was responsible for selling one of our family’s most valuable assets while fulfilling my fiduciary duties to my siblings and the other beneficiaries. As both a trustee and a business attorney, I understood the importance of making well-informed decisions, maximizing value, and ensuring that every step of the process could withstand scrutiny. I needed someone whose judgment, valuation expertise, negotiation skills, and integrity I could trust without hesitation.
What impressed me most was Paula’s ability to determine the property’s true market value despite the absence of meaningful comparable sales. Rather than relying solely on traditional valuation methods, she developed a thoughtful strategy based on her market expertise and recommended only a handful of strategic improvements—including fresh paint and professional staging—that significantly enhanced the property’s presentation without unnecessary expense. I was equally impressed by Paula’s professionalism throughout the transaction. She was instrumental in guiding and supporting the buyer’s agent whenever needed, helping keep the transaction moving smoothly while ensuring everyone remained focused on achieving a successful outcome.
The results exceeded every expectation. The property was listed at $2,500,000, generated multiple all-cash offers within the first week, sold for $2,688,000, and closed in just 11 days. The purchase price was hundreds of thousands of dollars over the estimated value on Zillow.
As someone whose profession centers on negotiation, I do not offer praise lightly. Paula’s ability to assess value, negotiate strategically, and execute a well-defined plan is truly exceptional. I was impressed to watch her teach the buyer’s broker how to respond to any potential negative comment or objection from the buyer. Equally important, every commitment she made from our very first meeting was fulfilled exactly as promised. She anticipated challenges before they arose, communicated consistently throughout the process, and managed every detail with professionalism, confidence, and precision.
Having referred many clients to Paula over the years, I already knew she was an outstanding real estate professional. After personally experiencing her representation as Trustee for my own family’s estate, I can say with complete confidence that she exceeded even my highest expectations. She helped me fulfill my fiduciary responsibilities with confidence, knowing that every decision was made in the best interests of the trust and its beneficiaries while achieving an extraordinary outcome.
I recommend Paula Aragone without reservation to anyone buying or selling real estate, particularly high-net-worth individuals, trustees, executors, attorneys, and families navigating trust or probate matters. If you value sound judgment, exceptional valuation expertise, strategic negotiation, and an advisor who consistently protects your interests while maximizing results, you will not find anyone better.
I have had the pleasure of working with Paula Aragone for approximately 10 years in my role as a professional fiduciary, and during that time she has consistently demonstrated the level of professionalism, judgment, and attention to detail that is so important when handling real estate on behalf of an estate or trust.
As a professional fiduciary, I have a responsibility to protect the assets entrusted to me and to make thoughtful, well-documented decisions in the best interests of the beneficiaries. Real estate is often one of the largest and most complex assets involved, which makes having the right real estate professional essential.
Paula understands that responsibility.
What has always impressed me is that she does not simply focus on getting a property sold. She carefully evaluates the property, the condition, the market, and the circumstances of the estate, and then develops a strategy designed to maximize value while minimizing unnecessary stress and risk.
Over the years, I have seen Paula coordinate everything from property preparation, clean-outs, repairs, vendors, staging, and marketing to complex negotiations and the many details required to bring a transaction successfully to closing. Her team is organized, responsive, and exceptionally hands-on.
Just as importantly, Paula understands how to work within the professional team surrounding an estate. She communicates effectively with fiduciaries, attorneys, beneficiaries, and other advisors, and she understands the importance of transparency, documentation, and keeping everyone informed throughout the process.
After working together for a decade, I have complete confidence in Paula’s ability to handle even complicated estate and probate-related real estate matters. Her experience, integrity, strategic thinking, and commitment to achieving the best possible result for the estate are the reasons I continue to value our professional relationship.
I would highly recommend Paula Aragone and Aragone & Associates to any professional fiduciary, attorney, executor, administrator, or family looking for an experienced real estate professional to guide them through the sale of estate property.
I cannot recommend Paula Aragone, CEO of Aragone & Associates with First Team, highly enough. I have known Paula for many years, and she is not only an exceptional real estate professional, but she has also become a dear friend.
As a probate litigation attorney, I have had the opportunity to work with Paula on the sale of real property in probate matters for my clients, including situations involving complicated family dynamics, conflict, and litigation. I have confidently referred clients to Paula for years because she consistently handles even the most challenging circumstances with professionalism, efficiency, patience, and discretion.
Paula understands the unique issues that can arise in probate real estate transactions and knows how to navigate them while keeping the process moving forward. She is also an exceptional problem solver. As is often the case in real estate transactions, issues can arise that require immediate attention, sound judgment, and the ability to determine the best path forward. Paula has an extraordinary ability to assess the situation, develop a strategy, and work toward a successful closing while managing the needs of everyone involved. She is a consummate professional.
Paula also handled the sale of my father-in-law’s home following his passing, making what was already an emotional and difficult time much easier for our family. She was knowledgeable, responsive, compassionate, and extremely effective from start to finish. I had complete confidence in her ability to handle every detail, and she exceeded our expectations.
Having worked with Paula both professionally and personally, I can say without hesitation that she is someone you can rely upon and trust completely. She brings tremendous expertise to every transaction while genuinely caring about the people she represents. Whether you are dealing with a probate sale, a complicated family situation, a litigation matter, or simply buying or selling a home, Paula is the kind of real estate professional you want in your corner.
Our firm is so appreciative of Paula Aragone and the Aragone Team. As a corporate trustee, we were responsible for selling our client’s residence. We interviewed several agents and were immediately impressed with Paula. She was incredibly prepared with her in-depth market analysis, had a concise marketing plan and was confident she could get an aggressive price for the home. Her team of contractors, home stagers, cleaning crew and administrative support executed the strategic and reasonable cost plan she outlined to get the home in perfect condition to show. She coordinated with the homeowner’s association and personally spoke to the neighbors to get a special broker’s preview and open house approved. Due to her professional expertise and savvy, we were pleased to receive both a full price offer and a full price back-up offer within 10 days. She told us that she would get top dollar for the property and she did, more than $250,000 higher than other brokers would have listed the property. Additionally, she is warm, caring and truly a pleasure to know. We would be the first to recommend Paula Aragone to anyone, she’s a gem!
I would like to express my gratitude to The Aragone Team for your outstanding pursuit of excellence in representing me in the sale of the Dana Point property, and for your assistance in navigating the California probate statutory framework required for the sale of this estate property. Your experience and professionalism was evident from our first meeting to the closing of escrow, and resulted in a sale under 90 days with a sales price that was $10,000 over the appraised value. The results speak for themselves, but I would be remiss not to give complete credit to all the advice you gave me, along with the adherence to “The Aragone Team’s Amazing 20 Step System”. With your guidance, we were able to get repairs done fast and economically, stage the property, and prepare and distribute marketing with a high-end look and professional photographs. To the executor of an estate trying to sell a property in the probate arena, your efforts were nothing short of amazing.
Of course it was also great working with you two. Your sense of humor and personality, both individually and as a team, along with the professional attributes described above, made for a perfect working relationship. I wish you many years of Success.
How Referral Partners Describe Working With Us
Estate attorneys, corporate trustees, and professional fiduciaries who refer clients to Aragone & Associates describe the working relationship in consistent terms. They call the process meticulous, strategic, and detail oriented, the kind of attention a probate, trust, or conservatorship sale in California actually requires. They call it discreet and transparent, handled in a way that protects a family’s privacy through a court supervised or fiduciary governed transaction. And they call Paula an excellent negotiator, an extremely knowledgeable problem solver who is hands on from the first conversation through closing, with the kind of coordination a corporate trustee or an attorney managing a complicated estate actually needs. More than one has reported results that beat competing broker estimates by well into six figures, on properties that generated multiple offers within days of hitting the market.
Serving Orange County & Southern California
Aragone & Associates provides specialized probate real estate services throughout Orange County and greater Southern California. We also coordinate out of county estate sales involving properties in Los Angeles County and the Inland Empire.
City Guides
Each guide covers the court, the timeline and the market in that city. Select a city below to see how the probate process works there, or open the trust guide for the same city.
Questions counsel and fiduciaries ask
Do you work with attorneys outside of probate and trust matters?
Yes. We work with estate planning attorneys, probate attorneys, trust attorneys, litigators, professional fiduciaries, and corporate trustees on any matter involving real estate, not only after a death or during active probate.
How do you communicate with counsel during a transaction?
Through regular, documented updates at each milestone (valuation, marketing activity, offers, and closing), so the attorney stays informed without managing the real estate day to day.
Can you handle a property that’s part of a contested or litigated estate?
Yes. We’re experienced with contested probate, trust litigation, beneficiary disputes, and cotrustee disagreements, and we work to keep the real estate process neutral and well documented.
Do you provide legal advice as part of this work?
No. We are not attorneys and do not provide legal advice or interpret legal documents. We manage the real estate side and communicate clearly with the client’s counsel.
What property types do you handle for attorneys and fiduciaries?
Residential, luxury, investment, and commercial real estate, including probate, trust, and litigation related matters, and properties requiring significant preparation or cleanout.
How do I refer a client or matter to Aragone & Associates?
Call or email directly, and we’ll set up an initial conversation to understand the property, timeline, and legal context before recommending next steps.
What do estate attorneys and professional fiduciaries say about working with Aragone & Associates?
Referral partners, including probate attorneys, corporate trustees, and professional fiduciaries, consistently describe the process as meticulous, strategic, detail oriented, and discreet, calling Paula Aragone an excellent negotiator, a problem solver, and extremely knowledgeable, with hands on coordination from the first call through closing. Several report sale results that beat competing broker estimates by well into six figures.
Why do attorneys and fiduciaries refer probate and trust clients to Aragone & Associates instead of handling the sale another way?
Because probate, trust, and conservatorship sales require both legal precision and real estate expertise. Paula Aragone's background in fiduciary duty, contracts, and negotiation, combined with a luxury real estate approach on every listing, is why referral partners describe the results as exceeding expectations rather than just meeting them.
How does Aragone & Associates handle estate sales that involve complicated family dynamics?
With patience, discretion, and direct communication. Referral partners who work in probate litigation specifically credit this approach with making a difficult, high conflict situation easier for the families involved, not just for the professionals managing it.
What results have corporate trustees and attorneys reported from working with Aragone & Associates?
Corporate trustees have reported sale prices that beat competing broker estimates by more than $250,000, with multiple offers generated within days of listing. Attorneys have reported fast closings with efficient repair coordination and professional marketing execution throughout.
Need a real estate resource for an estate, trust, or probate matter?
If you are an estate planning attorney, probate attorney, trust attorney, litigator, or professional fiduciary or corporate trustee and need a real estate resource for a client or matter, we welcome the opportunity to assist.
Paula Aragone | (949) 415-4784 | [email protected]
Paula Aragone, CEO/Realtor®, Aragone & Associates at First Team Real Estate. Licensed in California only, DRE #01364746. If your property is already listed with a broker, this is not a solicitation. Figures shown are actual results from past transactions and are not a prediction of results on any other property. Neither Paula Aragone nor Aragone & Associates practices law or provides legal or tax advice. This information is provided for general educational purposes only.
