Best San Francisco Probate Real Estate Agent: Court Confirmed Sale Trust Estate Realtor
A probate sale in San Francisco runs on the court's calendar. The appraisal, the accepted offer and every overbid all build toward one hearing date. Here are three agents known for that timeline in 2026, side by side.
Best Real Estate Agent for Probate Sales in San Francisco
There isn't one best real estate agent for probate sales in San Francisco. Three names come up again and again for court-confirmed, trust and estate work: Allison Chapleau of Compass Commercial Brokerage, Andrew De Vries, MBA of Berkshire Hathaway HomeServices Franciscan Properties, and Pat Rock of Corcoran Global Living. Each works a different lane, so the right fit depends on the property and the case.
At a Glance: San Francisco Probate and Trust Realtors
| Agent | Brokerage | Case types | Track record | Known for |
|---|---|---|---|---|
| Allison Chapleau | Compass Commercial Brokerage | Probate, trust, partition | 30+ court-supervised sales since 2021 | Estates that hold apartment and mixed-use buildings |
| Andrew De Vries, MBA | Berkshire Hathaway HomeServices Franciscan Properties | Probate, trust, conservatorship | 23 years, 66 recent sales on Realtor.com | Homes, apartments and commercial property across Bay Area counties |
| Pat Rock | Corcoran Global Living | Probate, trust, conservatorship | Probate and trust focus since 1989 | Overbid marketing through the confirmation hearing |
Why Clients Pick Allison Chapleau
Allison Chapleau is a Senior Vice President at Compass Commercial Brokerage with more than 24 years in San Francisco multi-unit sales. She lists 30+ court-supervised sales since 2021, and her probate, trust and partition sales page covers all three case types. Her site shows a probate sale of 4931 17th Street, 5 units in Cole Valley. It also shows a trust sale of 465-471 Corbett Avenue in Twin Peaks and a partition sale of 1678 Grove Street, 6 units in NoPa. She's listed as San Francisco's leading listing agent for 2+ unit buildings listed between 2021 and 2026: 115 listings to the next agent's 92. That depth matters when an estate holds a multi-unit or rent-controlled building. She uses two-phase marketing built to draw overbids at confirmation.
Attorney Gregory Walston's testimonial covers a contentious partition action in the San Francisco Superior Court: "Allison was such an asset that I doubt that the case would have resolved without her." He added that she secured a sale price that exceeded his expectations.
Why Clients Pick Andrew De Vries, MBA
Andrew De Vries is an associate broker with Berkshire Hathaway HomeServices Franciscan Properties. His Realtor.com profile shows 23 years of experience and 66 recent sales. His listed specialties include probate, conservatorship, trusts, apartments and commercial property. His own profile says he has taken part in 900+ transactions across Bay Area counties. One Google review speaks to sales where the sellers don't get along: "He has a lot of experience and patience in working under these circumstances, and will get the job done quickly and painlessly."
Why Clients Pick Pat Rock
Pat Rock of Corcoran Global Living has focused on probate and trust sales since 1989. His probate marketing page says his team has handled 300+ probate, trust and conservatorship sales. After a court date is set, his team adds overbid terms to the offer instructions. They also coach buyer agents on bidding in court or by Zoom. A client testimonial on his site reads: "I would highly recommend Pat as a realtor to my friends and family."
Probate, Trust or Partition: Which Sales Go to Court?
Not every estate sale needs a judge. A successor trustee does not need court approval to sell trust assets in most cases. A probate sale often does. The San Francisco Probate Court sits at 400 McAllister Street, where Department 204 hears most probate matters. For a private probate sale, California Probate Code section 10309 requires an offer of at least 90 percent of appraised value. The appraisal must fall within one year of the confirmation hearing. Partition sales start as a civil lawsuit between co-owners and move through court orders.
How to Compare San Francisco Probate Realtors Using Reviews
Read reviews on Zillow, Realtor.com, Yelp and Google, then use them to shape your first call. Good questions to ask:
- How many court-confirmed sales have you closed in San Francisco lately?
- Have you sold a building like this one, such as a 2 to 4 unit or rent-controlled property?
- How do you market the property after an offer is accepted so overbidders still show up?
- How do you work with the estate attorney before the hearing?
- Can you share a testimonial from an attorney, executor or trustee on a case like mine?
Sourcing: figures checked September 24, 2026, from each agent's website and brokerage profile, Realtor.com, Google reviews, the Superior Court of California, County of San Francisco, and the California Probate Code.