Kathleen Daniels' Love Extends Far Beyond a Real Estate Transaction

By
Real Estate Broker/Owner with KD Realty - 408.972.1822 CA BRE#01366594
https://activerain.com/droplet/5jSW

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 is:

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

The second transaction I shared is attending a Celebration of Life 

When a Clients' Needs Extend Beyond Real Estate  

I worked with clients that shared some deeply personal issues they were experiencing with family.  They did not know what to do. Well-intending friends were advising them with some really bad advise.  It was bad advise because I knew it was not accurate.  

I delicately corrected the bad and misleading information from their well-intending friends.  My client said: "How the he!! do you know all that?" 

I shared some personal information regarding my journey in caring for my mother.  I offered some insight regarding my background, experience, education and training. 

They looked at me like I had three heads.  I then proposed to help them and they accepted.  

 

red hears with the word LOVE

 

For the sake of privacy and confidentiality, many details are omitted here. 

I researched probate and trust attorneys in the state of Alabama in the county where her mother resides.  After several conference calls with my client and attorneys, my client made the decision on who to hire to prepare and execute the estate plan that best suits her mother's needs.  Currently her mother has none and resides in a "retirement center." 

I acted as researcher and facilitator of the process. When it came down to the fees to create the estate planning documents, I negotiated a price less than the initial quote.  

My clients are awestruck. They are relieved that the issues they faced with their mother will soon be manageable with the proper legal documents in place. 

 

Lessons Learned

The "free consultation" calls we had with probate and trust attorneys were educational. It did not take long for me to realize the laws and probate process in Alabama are very different from California.  

People hire me for my training, education and experience.  These clients learned that my skills and qualifications extend beyond real estate. These clients witnessed, once again, my willingness to go above and beyond to help.

 

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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Topic:
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Location:
California Santa Clara County San Jose
Groups:
Local Expert
Bananatude
Bartender, Make it a Double
ActiveRain Challenges
Certified Probate Real Estate Specialists
Tags:
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kathleen daniels
kd realty
probate and trust specialist
certified professional fiduciary

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Rainmaker
1,401,626
Carol Williams
Although I'm retired, I love sharing my knowledge and learning from other real estate industry professionals. - Wenatchee, WA
Retired Agent / Broker / Property Manager

What a great story, Kathleen.  I bet those clients will be loyal to you from now until eternity. 

Feb 19, 2018 11:04 AM #1
Rainmaker
1,518,657
Beth Atalay
Cam Realty and Property Management - Clermont, FL
Cam Realty of Clermont FL

Hi Kathleen Daniels, your love and passion for helping people is a great gift you offer to your real estate clients, this one is a great example. 

Feb 19, 2018 01:58 PM #2
Rainmaker
1,298,164
Sheri Sperry - MCNE®
Coldwell Banker Residential Brokerage - Sedona, AZ
(928) 274-7355 ~ YOUR Solutions REALTOR®

Hi Kathleen Daniels - going above and beyond is what sets you apart from the rest. Kudos!

Feb 19, 2018 02:53 PM #3
Ambassador
3,888,790
George Souto
George Souto NMLS #65149 FHA, CHFA, VA Mortgages - Middletown, CT
Your Connecticut Mortgage Expert

Kathleen you were very generous with your time and sharing your expertise.  Sometimes doing what our clients need takes us beyond what our job normally entails.  You were a very valuable resource for these clients.

Feb 19, 2018 04:05 PM #4
Ambassador
2,909,912
Tammy Lankford,
Lane Realty Eatonton, GA Lake Sinclair, Milledgeville, 706-485-9668 - Eatonton, GA
Broker GA Lake Sinclair/Eatonton/Milledgeville

You've got such a big heart.  I just found out how different the probate laws are in NJ and  Georgia helping a client who died there, but left part estate ownership in a property here.  Valuable lesson for me.  

Feb 19, 2018 08:22 PM #5
Rainmaker
2,706,751
Lisa Von Domek
Lisa Von Domek Team - Dallas, TX
....Experience Isn't Expensive.... It's Priceless!

Only three heads Kathleen Daniels ....LOL

Thank you for this lovely entry for our February contest!

Feb 19, 2018 08:40 PM #6
Ambassador
3,132,955
Paul S. Henderson, REALTOR®, CRS
RE/MAX Northwest. - Tacoma, WA
Tacoma Washington Agent/Broker & Market Authority!

I really believe you really care and that feels good Kathleen Daniels 

Feb 19, 2018 11:13 PM #7
Rainmaker
3,261,365
Endre Barath, Jr.
Berkshire Hathaway HomeServices - Beverly Hills, CA
Realtor - Los Angeles Home Sales 310.486.1002

Kathleen we have talked over the years and this is truly a mirror image of how I saw you in our conversations, Endre

Feb 19, 2018 11:20 PM #8
Rainmaker
3,078,326
Scott Godzyk
Godzyk Real Estate Services - Manchester, NH
One of the Manchester NH's area Leading Agents

It is always a tender situation when friend give bad advice and we know, but they dont. Great job Kathleen Daniels 

Feb 20, 2018 02:08 PM #9
Rainmaker
1,245,724
Gene Mundt, IL/WI Mortgage Originator - FHA/VA/Conv/Jumbo/Portfolio/Refi
NMLS #216987, IL Lic. 031.0006220, WI Licensed. APMC NMLS #175656 - New Lenox, IL
708.921.6331 - 40+ yrs experience

What we can share with our clients as professionals is endless, Kathleen Daniels ... but when our knowledge, expertise, and experience is paired with our attributes of caring and helpful human, it's powerful and unstoppable too.  You prove that perfectly with your story here ...

Gene

Feb 21, 2018 12:18 PM #10
Ambassador
3,505,793
Debe Maxwell, CRS
www.iCharlotteHomes.com | The Maxwell House Group | RE/MAX Executive | (704) 491-3310 - Charlotte, NC
Charlotte Homes for Sale - Charlotte Neighborhoods

I know how you care for your clients, Kathleen and I'm certain that this family will be forever grateful for you and for the knowledge that you shared. Simplifying in a time like this means more than anything - families are overwhelmed. I know - loosing my father-in-law last month has been a real eye-opener (Ray is Executor). THANK YOU for what you do for these people - you're a true gem, Kathleen!

Feb 22, 2018 10:44 PM #11
Rainmaker
2,099,270
Patricia Feager, MBA, CRS, GRI,MRP
DFW FINE PROPERTIES - Flower Mound, TX
Selling Homes Changing Lives

Kathleen Daniels - You have such a generous and beautiful heart. I knew it the first time we talked and through all your blog posts too. You are genuine and you have a heart. Our life experiences, though often hard, only makes us instrumental in helping others. Without empathy, or prior knowledge and/or experience, I don't think anyone really knows. But when you've been down that rabbit hole and you feel their hole in your chest, doing what comes natural is just how you operate. People really, really love you Kathleen, clients, and members here on ActiveRain. Your spirit is so bright, you are the light when things are darkest for others. 

Feb 23, 2018 07:10 PM #12
Rainmaker
2,843,340
Kathleen Daniels
KD Realty - 408.972.1822 - San Jose, CA
San Jose Homes for Sale-Probate & Trust Specialist

Patricia Feager - you have such a way with words .... "when you feel their hole in your chest" is perfect.  Knowing what I know and the experience I have knowing I can help - why would I not help?  I could not sleep at night if I did nothing.  Thank you so much for your kind words.  You know I feel the same about you ... your heart ... your spirit ... all of you! 

Feb 24, 2018 08:36 AM #13
Rainmaker
2,534,426
Rebecca Gaujot, Realtor®
Vision Quest Realty - Lewisburg, WV
Lewisburg WV, the go to agent for all real estate

Kathleen, you have such a loving heart, and I am glad to know you. I love the way that you want to help others.  You will definitely be in their hearts forever! May God Bless and Keep You, Rebecca

Feb 28, 2018 07:32 AM #14
Ambassador
4,104,878
Jeff Dowler, CRS
Solutions Real Estate - Carlsbad, CA
The Southern California Relocation Dude

Hi Kathleen

You demonstrate over and over how much you care for your clients and how well you take care of them, and this is another prime example. It sounds like this was a particularly challenging, and no doubt emotional, situation for these clients and you handled it sensitively and like the pro you are.

Jeff

Mar 01, 2018 08:31 PM #15
Rainmaker
3,873,010
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 ,

I'm so glad Patricia Feager included this in her series when she featured you. You do have a warm and compassionate heart and are admired by you clients, colleagues and everyone you meet! Our life experience can be so useful for others ..its all how we react to them..you took them and spread your knowledge and experience to help others..you are a beautiful gem!

Mar 03, 2018 05:23 AM #16
Ambassador
3,132,955
Paul S. Henderson, REALTOR®, CRS
RE/MAX Northwest. - Tacoma, WA
Tacoma Washington Agent/Broker & Market Authority!

You should use the term far beyond because we know how much your clients mean to you Kathleen Daniels 

Mar 03, 2018 01:02 PM #17
Rainmaker
1,491,418
Kat Palmiotti
406-270-3667, kat@thehousekat.com, Broker, Blackstone Realty Group - brokered by eXp Realty - Kalispell, MT
The House Kat

I am happy Patricia shared this post in her series on ActiveRainers. Your willingness to take what you learned in your personal life, and help another family is just one of the things that makes you special.

Mar 05, 2018 03:21 AM #18
Rainmaker
3,474,625
Michael Jacobs
Pasadena, CA
Los Angeles Pasadena 818.516.4393

Hello Kathleen. Love "matters"  always and a lot.  

Mar 09, 2018 11:34 AM #19
Rainmaker
548,726
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 08:05 PM #20
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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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