Celebrating the Life of a Client's Loved One

Real Estate Broker/Owner with KD Realty - 408.972.1822 CA BRE#01366594

red hears with the word LOVE


We are asked to share a transaction that was special to us - what we LOVED about it and share what we learned from the transaction without compromising confidentiality.  

When I read the contest rules there were several transactions that came immediately to my mind. The first transaction I shared was:

What's not to love about working with past clients. 


Celebration of Life

This post is about my love for working with a new client.  This particular client found me on the Internet and needed my help in selling a home after her mother passed away.  Her mother had a trust and she became the successor trustee. That means the sale of the home will not be a probate sale

There were some issues that needed to be addressed prior to listing the home. I immediately became a trusted resource. During this process, and in a relatively short period of time, we connected in ways that cannot be defined in words. What's not to love about connecting with people? 

On a Friday afternoon I received an email from my client which said, "I know we just recently met and haven't known each other long, but I would like to invite you to my mom's Celebration of Life tomorrow. Please forgive me for this being last minute."

Words cannot convey how touched and honored I felt to be invited to her mother's celebration of life. Of course I wanted to be there.  I made a few calls and juggled my Saturday schedule so that I could attend.  It meant so much to me to be there. I know she appreciated me being there as well. 


Not Open For Business 

I was not there for business.  In fact, we agreed she would simply introduce me as her friend.  The person that sat next to me at the reception asked me how I know Becky, the daughter of the person whose life we were celebrating. [The name of the daughter is changed for privacy]

I simply stated that Becky reached out to me to help her sell the home. The person gasped and said: "You are the one! She has told me so much about you." She went on and on about how Becky is a raving fan and how much she appreciates all that I had already done to help her. She shared that she has lived next door to Becky's mother for over 20 years. 

We chatted. She shared a few stories. I shared a few stories. We laughed. We cried. We connected. What's not to love about connecting with people? 


Lessons Learned

No new lessons here. Follow my heart. Do the right thing. Be true to myself. Be willing to be vulnerable. Do what I love. Let kindness, compassion and love lead the way. 

I have to confess that when I started out in real estate I had no idea how deeply I would connect with my clients, or how they would connect with me. I am so grateful for the blessing of having met and helped so many truly wonderful people. My life is enriched for it.

People hire me for my training, education and experience. 

Given my personality, it makes perfect sense that I specialize in probate and trust properties. I connect with all of my clients.  However, working with clients that have far more to do than simply list a home for sale means I get to put all of my other skills to work for them as well. Helping people brings me joy. What's not to love about helping people? 


This post is Kathleen Daniels, Independent Broker of KD Realty in San Jose, entry in Lisa Von Domek's February 2018 Love is in the Air Contest


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George Souto
George Souto NMLS #65149 FHA, CHFA, VA Mortgages - Middletown, CT
Your Connecticut Mortgage Expert

Kathleen it is special relationships that we make like this one which make the more difficult ones easier to deal with.  We are in a business that is built upon relationship.  Those who are in it to simply make money are not only missing out on what this business has to offer, but they will in turn miss out on the money as well.

Feb 17, 2018 09:26 AM #1
Chris Ann Cleland
Long and Foster REALTORS®, Gainesville, VA - Bristow, VA
Associate Broker, Bristow, VA

When we help people in troubling and sorrowful times, we do make a much bigger impact.  I'm not surprised Becky was so pleased with you.  You are an amazing woman.

Feb 17, 2018 10:30 AM #2
Chris Ann Cleland
Long and Foster REALTORS®, Gainesville, VA - Bristow, VA
Associate Broker, Bristow, VA

Featured in the group:  BARTENDER, MAKE IT A DOUBLE.

Feb 17, 2018 10:31 AM #3
Debb Janes EcoBroker and Bernie Stea JD
ViewHomes of Clark County - Nature As Neighbors - Camas, WA
REALTORS® in Clark County, WA

This story is a great example and testament to your niche. You have truly found the spot for you in Real Estate. Your heart and soul is a perfect match to this type of emotional transaction. D 

Feb 17, 2018 10:36 AM #4
Lottie Kendall
Compass - San Francisco, CA
Helping make your real estate dreams a reality

Kathleen, you have such a warm and caring soul--no wonder your clients rave about you. Connecting with people is what it's all about.

Feb 17, 2018 10:37 AM #5
Pat Starnes-Front Gate Realty
Front Gate Real Estate - Brandon, MS
601-991-2900 Office; 601-278-4513 Cell

It was an honor for you to be invited to the Celebration of Life for your clients mother. Those of us who put our heart and soul into our work meet a lot of wonderful people along the way, and what's not to love about that?

Feb 17, 2018 11:09 AM #6
marti garaughty
garaughty.com - Montreal, QC
a highly caffeinated creative type...

marti garaughty, abstract art, graphic design, marketing, WordPress consultant

Feb 17, 2018 11:19 AM #7
Debbie Reynolds
Platinum Properties - Clarksville, TN
Your Dedicated Clarksville TN Real Estate Agent

There are many sad times in people's live and we have to help them get through them. You were the right agent and gave great service.

Feb 17, 2018 03:57 PM #8
Endre Barath, Jr.
Berkshire Hathaway HomeServices - Beverly Hills, CA
Realtor - Los Angeles Home Sales 310.486.1002

Kathleen indeed it is not about trying to get new business, it is taking care of the business that is given to us and doing it right will generate new business.... I just do  not get it when people try to be marketers where it is inappropriate, Congratulations to you and I would not have expected anything less...Endre

Feb 17, 2018 09:52 PM #9
Rebecca Gaujot, Realtor®
Vision Quest Realty - Lewisburg, WV
Lewisburg WV, the go to agent for all real estate

Kathleen, another wonderful post for this challlenge. You have certainly found your niche and do a wonderful job. Becky sounds like a great person and glad she found you to help her through such as emotional transaction. And, getting an invite to her mother's celebration of life just shows how you two are connected.

Feb 18, 2018 07:26 PM #10
Dorie Dillard CRS GRI ABR
Coldwell Banker United Realtors® ~ 512.750.6899 - Austin, TX
Serving Buyers & Sellers in NW Austin Real Estate

Good morning Kathleen Daniels ,

What a wonderful entry into the challenge. Follow your heart, do the right thing, be true to yourself and love what you do is why your clients feel such a bond with you. You lead them with kindness and compassion and they recognize that.

Feb 19, 2018 06:14 AM #11
Grant Schneider
Performance Development Strategies - Armonk, NY
Your Coach Helping You Create Successful Outcomes

Good morning Kathleen - that is a touching story.  You can not go wrong when you follow your heart and do the right thing.

Feb 19, 2018 08:19 AM #12
Patricia Feager, MBA, CRS, GRI,MRP
Selling Homes Changing Lives

Kathleen Daniels - A wise person knows, we are in the people business. To be the best, you have to connect with people for all the right reasons and not market yourself as being a connector. People find you and by word of mouth others know who you are, just like in your story, the lady is right, "You are the one!" 

Kathleen, your human qualities are genuine. Your knowledge is exceptional. How you treat others is the way you would want others to treat you. I am thankful we connected here on AR and have had telephone conversations. Something I discovered about you is that you connect to the world of people and the bigger picture. Not many can see this is the way to live courageously. And you wear your heart on your sleeve daily. 

Feb 19, 2018 10:16 AM #13
Kathleen Daniels
KD Realty - 408.972.1822 - San Jose, CA
San Jose Homes for Sale-Probate & Trust Specialist

Patricia Feager - thank you for your comment.  I do wear my heart on my sleeve. My mother admonished me frequently for doing so ... and it did not stop me from my willingness to be vulnerable and risk getting hurt.  

I am grateful for our connection and friendship here in the Rain.  You are truly a wonderful person who I believes lives courageously. 

Feb 19, 2018 10:28 AM #14
Lisa Von Domek
Lisa Von Domek Team - Dallas, TX
....Experience Isn't Expensive.... It's Priceless!

And another lovely post Kathleen Daniels when we follow our heart, all is right with the world.

Feb 19, 2018 08:41 PM #15
Jeff Dowler, CRS
Solutions Real Estate - Carlsbad, CA
The Southern California Relocation Dude

Hi Kathleen

What a wonderful story to share. So touching in many ways, and it speaks volumes about the kind of person you are, in life and in your business. No wonder clients love working with you - you bring so much more to any client relationship than the transaction itself. It's interesting, and such a pleasure, to have the relationships we do with so many of our clients, some more so than others.


Feb 20, 2018 11:52 AM #16
Georgie Hunter R(S) 58089
Hawai'i Life Real Estate Brokers - Haiku, HI
Maui Real Estate sales and lifestyle info

The rewards of this business come in many different forms. The relationships and friendships are the best part.

May 25, 2018 11:57 PM #17
Patricia Feager, MBA, CRS, GRI,MRP
Selling Homes Changing Lives

Kathleen Daniels - This is such a special post. Of course, to do something this special, one must be special and you ARE special!

Jul 30, 2018 11:58 PM #18
The Villages Realty
The Villages Realty - San Jose, CA
"Our Performance Will Move You!"

Wonderful post on a localized topic.  Keep it up!  Hope some business flows your way!

Aug 31, 2018 08:04 PM #19
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Kathleen Daniels

San Jose Homes for Sale-Probate & Trust Specialist
An Independent San Jose Real Estate Brokerage
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