Your vision
our expertise
When it comes to protecting, growing or gifting your real estate, Hartcrest is purpose-driven to help you own your tomorrow.
How your real estate
affects your future is
personal.That doesn’t
mean you need to go
at it alone.
Built to strengthen your team
We work alongside your tax and legal advisors to tailor solutions that prepare your property for sale, secure long-term income or enable a hassle-free transition. As a fiduciary, our simple, transparent fee aligns our interests, so we do better when you do better.1
At Hartcrest we believe there is a void in estate planning. Strategic preparation of real property prior to it passing down is far too often overlooked. Inheriting real estate can be difficult. Particularly for those with conflicting needs or without the required time, experience or finances to make the most of their gift.
When a trust’s grantor passes away, the assets are administered according to the terms of the trust. Executors and trustees are both held to the highest fiduciary standard of care. They must act in the best interest of the beneficiaries by preserving and investing trust assets prudently.
The probate process can be complex, and the entire proceeding can take between 9-18 months, sometimes even longer. More often than not, properties involved in probate contain substantial deferred maintenance and other deficiencies leaving them to be sold in fair to poor condition.
At Hartcrest we believe there is a void in estate planning. Strategic preparation of real property prior to it passing down is far too often overlooked. Inheriting real estate can be difficult. Particularly for those with conflicting needs or without the required time, experience or finances to make the most of their gift.
With up to $10.0M per property and our unique blend of expertise, there are countless ways to optimize your property so you or your loved ones can benefit more.1
When a trust’s grantor passes away, the assets are administered according to the terms of the trust. Executors and trustees are both held to the highest fiduciary standard of care. They must act in the best interest of the beneficiaries by preserving and investing trust assets prudently.
Hartcrest eliminates any out-of-pocket expenses for the estate and executes necessary solutions to protect trust property and grow it wisely.1
Dedicated to making the transition of real property simple, efficient and profitable.
Plan carefully, execute precisely
Our purpose-driven solutions are founded on personalized strategic planning, proactive problem-solving and collaboration.
We carefully manage every detail, from initial goal discovery through completion, ensuring execution of a plan that is aligned with your vision. This integrated approach mitigates risk and allows us to skillfully guide even the most complex projects.
With up to $10.0M per property, we are uniquely positioned to help you navigate devaluing complications, while simultaneously creating opportunities so you or your loved ones can benefit more.1
