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:
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.
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.
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.