The network
A family transition needs more than a realtor. It needs attorneys, CPAs, financial planners, senior-care advisors, estate-sale companies, contractors, and inspectors — and the right ones, working together. Below: the same names Roger calls when his own clients need them. No referral fees. Personal vetting only.
Estate & Trust Attorney · slot open
Estate Planning & Probate Attorney
[Firm Name]
My first call when a family transition involves probate, trust administration, or complex estate planning. Knows California Prop 19 inside out, returns calls the same day.
Estate & Trust Attorney · slot open
Trust & Estate Litigation
[Firm Name]
For the harder cases — contested wills, sibling disputes, executor disagreements. Steady hand, fair fees, real outcomes.
Financial Planner · slot open
Certified Financial Planner (CFP)
[Firm Name]
Fee-only, fiduciary, specializes in elder-care financial planning and the "do we have enough?" question every family asks. The right call when a family is figuring out whether to sell the home now or hold.
Senior Care Advisor · slot open
Senior Care Placement Specialist
[Firm Name]
Knows every assisted-living facility in West Contra Costa and Contra Costa. Helps families navigate placement, levels of care, and the realistic budget. Most families find her right before they find me.
Estate Sale Company · slot open
Estate Sale & Liquidation
[Company Name]
My go-to estate sale company for 8 years. Honest pricing, professional staging, takes care of security and wrap-up. Recovers meaningful value for families.
CPA / Tax · slot open
CPA — Estate & Real Estate Tax
[Firm Name]
For step-up-in-basis questions, 1031 exchanges, and the tax implications of selling a parent's home. Worth every dollar of the fee — usually saves families multiples of it.
Contractor / Cleanout · slot open
Estate Cleanout & Hauling
[Company Name]
Single-call cleanout. They'll empty a home in a day, sort donations from haul-aways, and leave the property broom-clean. Standard partner on every family-transition engagement.
Mortgage Broker · slot open
Mortgage Broker
[Firm Name]
Closes deals on time. Quoted rates match closing rates. Works weekends. The mortgage broker I send my own buyers to.
Home Inspector · slot open
Licensed Home Inspector
[Firm Name]
Thorough, honest, fair. Writes inspection reports that don't terrify buyers unnecessarily but also don't miss the things that matter.
One coordinated team
You don\'t need to assemble this list. When you engage Roger for a family-transition listing, the right partners get pulled in for the specific work your family needs. Single point of contact. No legwork.