Estate & Trust Transition Team · Portland Metro
One call. Three trusted professionals.
A smoother path through every estate.
For fiduciaries, attorneys, trust officers and the families they serve. Bring in one of us, two of us, or the whole team. We coordinate with each other and with you, so nothing falls through the cracks.
Who we help
We work alongside the people who guide families through an estate.
When an estate includes a home, there are a lot of moving parts: belongings to value and divide, a house to price and prepare, heirs who hope to keep the property, and timelines set by the court or the trust. We handle the contents, the real estate and the financing together, and we keep you in the loop at every step.
- Probate, estate planning and elder law attorneys
- Professional fiduciaries and guardians
- Bank trust officers and corporate trustees
- CPAs and financial advisors
- Care managers, senior living advisors and hospice social workers
- Families settling a loved one's home
Meet the team
Three specialists. One coordinated plan.
Personal Property Appraisal
Baggenstoss Appraisal
Thorough, independent valuations of antiques and household contents, in person or from photos.
- Written appraisals for estate tax and equitable division among heirs
- Antiques, art, sterling silver and full household contents
- Insurance and charitable donation appraisals
Estate & Trust Real Estate
Urban Nest Realty
Pricing, preparing and selling estate and trust property, with regular updates to the fiduciary.
- Market analysis and pricing for estate and trust property
- Vendor coordination, cleanouts, repairs and staging
- Access and updates for heirs who live out of the area
Estate & Heir Lending
Fairway Home Mortgage
Clear financing options early, so the plan fits the timeline of the estate.
- Loans for an heir who wants to keep the family home
- Sibling buyouts
- Purchase loans for heirs buying their next home
How we work
What you can count on.
One point of contact
Updates go to you, not around you.
Coordinated timelines
Appraisal, listing, financing and closing move in step.
Independent advice
Each of us answers to the client, and appraisals are prepared independently.
Care for families
Patience and plain language for a hard season.
Start a conversation
Use any of us, or all of us. Either way, we have your back.
Portland, Oregon 97213
Clackamas, Oregon 97015
Appraisal, real estate brokerage and mortgage lending services are provided independently by separate companies. Clients may use any, all, or none of these services. No referral fees are paid or accepted. Appraisals are prepared independently of any real estate or lending transaction. Beth Friesenhahn, Licensed Broker in Oregon, Urban Nest Realty, OR Lic. #201212507. Ruthie Crawford, NMLS #2759858, Fairway Independent Mortgage Corporation d/b/a Fairway Home Mortgage, NMLS #2289, 12891 SE 97th Avenue, Clackamas, OR 97015. NMLS Consumer Access. Equal Housing Opportunity. This is not legal or tax advice.