Court‑Aware Real Estate Strategy for Estates, Trusts, and Fiduciaries

Probate and trust real estate is not conventional brokerage. In New York and other regulated markets, a property sale is often a fiduciary act subject to court scrutiny, beneficiary challenge, and long‑term liability exposure.

ARH Global Advisors LLC provides probate and trust real estate advisory services designed to operate in lockstep with legal counsel—ensuring that pricing, timing, and execution decisions are defensible, documented, and aligned with fiduciary duties.

Our role is to manage real estate as a legal‑risk surface, not merely a transactional asset.

When Real Estate Becomes a Legal Issue

Attorneys and fiduciaries typically engage us when:

• A decedent or trust owns residential or mixed‑use property

• A sale requires court approval or heightened fiduciary justification

• Beneficiaries dispute value, timing, or disposition

• Carrying costs are eroding estate liquidity

• Real estate must be sold to fund distributions, taxes, or litigation

• Co‑op or HOA governance complicates transfer or sale

• The fiduciary faces potential surcharge exposure

In these matters, improper execution can delay administration, escalate disputes, or expose fiduciaries to personal liability.

Advisory Scope

Our probate and trust real estate advisory services include:

Defensible Valuation & Pricing Strategy

• Market‑supported pricing analysis suitable for court and beneficiary review

• Documentation explaining methodology and assumptions

• Risk assessment of under‑ or over‑pricing scenarios

Sale Timing & Sequencing

• Analysis of when to sell relative to probate posture or litigation phase

• Liquidity planning tied to taxes, distributions, or settlement strategy

• Carrying‑cost impact assessments

Fiduciary Record Support

• Clear documentation supporting fiduciary decision‑making

• Coordination with counsel on disclosures and approvals

• Preparation for objections, accountings, or court inquiries

Transaction Execution

• Coordination with managing agents, co‑op boards, and third parties

• Buyer positioning that anticipates probate‑specific diligence

• Controlled marketing consistent with estate constraints

Risk Identification

• Early identification of title, occupancy, governance, or authority issues

• Assessment of beneficiary and stakeholder dynamics

• Process design to reduce conflict escalation

Co‑Ops, Condos, and Governance‑Heavy Assets

Manhattan probate matters frequently involve cooperative apartments and governance‑intensive properties. These assets introduce additional layers of risk, including:

• Board approval requirements

• Transfer restrictions

• Post‑death arrears and assessments

• Limited estate liquidity during extended marketing periods

Our advisory approach addresses these issues early, in coordination with counsel and managing agents, to avoid avoidable delays or rejections.

How We Work With Counsel

ARH Global Advisors operates as a supporting advisor to attorneys, not as independent legal decision‑makers.

We:

• Coordinate strategy with counsel

• Respect attorney‑client boundaries

• Avoid beneficiary advocacy or legal negotiation

• Maintain disciplined, documented communication

This structure allows counsel to retain full legal control while benefiting from real‑time market intelligence and execution support.

What We Do Not Do

To ensure clarity of role:

• We do not provide legal advice

• We do not replace counsel

• We do not pressure fiduciaries toward rushed sales

• We do not market property without legal awareness

Our mandate is protection, not promotion.

Who This Is For

• Executors and administrators

• Trustees

• Trust & estate attorneys

• Probate litigators

• Court‑appointed fiduciaries

Advisory Consultation

If you are managing a probate or trust matter where real estate decisions carry legal, financial, or reputational risk, we welcome a confidential discussion coordinated with counsel.

Probate & Trust Real Estate Strategy Consultation