When the transaction matters, and the family is watching.
When an estate, a trust, or a dissolution requires a sale, the property is rarely the hardest part. Estate attorneys, CPAs, and trust officers refer their high-net-worth clients to Sumer Estates for the discretion and technical precision the moment demands, across Pasadena, San Marino, La Canada Flintridge, Arcadia, Sierra Madre, and Altadena.
Where would you like to begin
For Referring Advisors
A reliable, communicative partner for the real estate component of trust, probate, and dissolution matters, so your client is well served and your reputation is protected.
Best for: attorneys, CPAs, and trust officers weighing a referral.
Selling an Estate or Family Property
Discreet, well-orchestrated sales for trustees, executors, and families, with attention to timing, tax exposure, and the dynamics around the table.
Best for: trustees, executors, and families preparing a sale.
Technical & Tax-Sensitive Matters
Probate, divorce, and Prop 13 and 19 transfers handled in coordination with your legal and tax advisors, with the documentation each matter requires.
Best for: families and advisors with documentation-sensitive transfers.
Acquiring in the Foothills
Quiet access to foothill and architecturally significant properties for discerning buyers and long-horizon investors.
Best for: discerning buyers and long-horizon investors.
CREDENTIALS & AFFILIATION
Credentials that justify a referral.
Licensed California REALTOR® (DRE #02046554) with KALEO Real Estate Company, and a Certified Probate Real Estate Specialist (CPRES) and Certified Divorce Real Estate Expert (CDRE). I specialize in the transactions that estate attorneys, CPAs, and trust officers tend to refer out — trust sales, probate, divorce, and Prop 13/19 transfers across the foothill communities of Pasadena, San Marino, La Cañada Flintridge, Arcadia, Sierra Madre, and Altadena. These are matters where the documentation is exacting and the stakes are personal, so I work in close coordination with your legal and tax advisors and keep the process measured and discreet. Every referral I receive is a reflection of the professional who made it, and I treat it accordingly.
"These transactions are rarely just about a house. They're about a family at a turning point — and that deserves a steady, discreet hand."
— Sumer Mirkovich
Insights & Resources
Guidance for trust, probate & estate sales.
Plainly written notes on the legal and fiduciary side of selling — collected in one place for families and advisors. Topics include trust and probate sales, Prop 13 and 19, divorce sales, and estate transfers.
Begin a conversation
Start with a confidential conversation.
When you are ready, the first step is a private conversation — no obligation, and no pressure to list.