Real Estate Specialists for Trusts, Estates & Life Transitions

The Right Move for the Property. The Right Time for Your Life.

Whether you're an attorney managing estate-held real estate on behalf of clients, or a family weighing a sale before creating a trust, Trustpoint Group connects you with certified agents who understand exactly what's at stake.

I'm an Advisor or Attorney I'm an Individual or Family

Two audiences. Two revenue rails. One platform.

Real estate clarity for the people responsible for the property.

Trustpoint Group supports both professional fiduciary relationships and families making practical property decisions during major life transitions.

For Trust Advisors & Attorneys

A reliable real estate partner for every client who has property in a trust.

Your client's trust involves real estate. You need it sold correctly — compliantly, efficiently, and without creating liability for you or the estate. But finding a qualified local agent, every time, in any state, is not your job.

Ours is. Trustpoint Group operates as a Referral Management Company for trust and estate attorneys, financial advisors, and trust officers. We place certified, fiduciary-trained agents on your clients' transactions and coordinate from listing to close.

Partner With Us →

For Individuals & Families

Thinking about a trust, a move, or what to do with the family property?

Before the legal decisions come the practical ones. Do you sell the house before or after setting up the trust? What happens to a property you're not living in anymore? Is now the right time to downsize or move closer to family?

Trustpoint Group connects you with agents who specialize in exactly these situations — no pressure, no guesswork, just the right guidance at the right time.

Talk to Someone Who Understands →

For Trust Advisors & Attorneys

Your clients trust you. Trust us with the property.

When a client's trust or estate involves real property, you carry the responsibility — but you shouldn't have to carry the real estate coordination too. Every transaction that isn't handled correctly creates documentation gaps, valuation risk, and potential liability that lands on your desk.

Trustpoint Group exists to solve that. We function as your real estate arm — placing certified agents, managing the transaction process, and delivering the compliance documentation your clients' situations require.

The problem you face

A client's property sits in another state with no vetted local agent to call.
An agent doesn't understand fiduciary obligations and creates paperwork problems.
A sale drags on because no one coordinates repairs, access, or the listing timeline.
Beneficiaries ask why the property hasn't sold — and there's no clean answer.
A vacant property accumulates liability while the estate works through probate.

How we work with you

You refer the property to us; we place a Certified Fiduciary Real Estate Agent from our network.
You keep full control of the client relationship while we handle real estate execution.
We can work with your client's existing agent by contracting with them directly.
Documentation is produced to fiduciary standards: timestamped activity logs, BPOs, agent credentials, repair receipts, and a clean audit trail.
You receive consistent reporting for beneficiaries, co-trustees, and internal records.

What makes CFREA agents different

They understand duty of care and duty of loyalty to the trust and beneficiaries.
They know how to avoid self-dealing and conflicts of interest.
They follow documentation standards required for fiduciary transactions.
They work within timelines, approvals, and communication standards trust and estate sales require.

Coverage & Capacity

We cover 95% of U.S. metro areas with vetted, top-rated agents.
All 50 states — no matter where the property is located.
One point of contact for your entire book of clients, across any geography.

Ready to add a trusted real estate partner to your practice?

There's no cost to partner with us and no obligation on any individual referral. We'd welcome the chance to walk through our process, certification, compliance documentation, and transaction types.

Schedule a Conversation

For Individuals & Families

You don't have to figure out the property part alone.

Life changes — and real estate is almost always in the middle of it. A parent moving into assisted living. A family home that no one is using but everyone is paying taxes on. A decision about whether to sell before or after creating a trust. Trustpoint connects you with agents who have helped families through exactly these situations.

Selling Before Creating a Trust

Simplify the trust and avoid future complexity by understanding whether a sale should happen before assets are transferred.

Downsizing

Move to something smaller, easier to maintain, closer to family, or better aligned with the next chapter.

Senior Living Transition

Sell the family home carefully, quickly, and sensitively when assisted living or continuing care becomes the right move.

Property Sitting Vacant

Turn an unused home, land parcel, or vacation property from a monthly cost into a clear decision.

Estate Property After a Loss

Move forward with care when grief and property administration arrive at the same time.

Medicaid Trust Timing

Coordinate the real estate decision with estate planning professionals before delay affects the protection window.

Why timing matters

If you're considering a Medicaid Asset Protection Trust, the real estate decision needs to happen at the right moment — before or in coordination with trust formation, not after. The 5-year Medicaid look-back period means every month you delay is a month added to the end of your protection window.

We're not attorneys and we don't give legal advice. We work alongside estate attorneys regularly and help families understand how the real estate piece fits into the bigger picture.

Reach out

Call, email, or fill out a short form. No obligation.

We listen

A real person talks with you about the property, timeline, and circumstances.

We match you

We connect you with a certified agent experienced in your specific type of transaction.

You're supported

From first conversation through closing, with people who understand the stakes.

There's no pressure. No hard sell. And no cost to get started.

Not sure where to start? That's exactly what we're here for.

Tell us a little about your situation — the property, timing, and what's on your mind. We'll help you get clarity and connect you with the right agent when you're ready.

Start the Conversation

Common Situations

More often than you'd think, property and life decisions arrive at the same time.

Most families don't recognize these as trigger events until they're already in the middle of one. These are the most common situations Trustpoint Group helps navigate.

Death of the GrantorThe family home needs to be sold to distribute proceeds to heirs.

Death of a Life TenantProperty held for someone's lifetime must be transferred or sold.

Last Surviving SpouseJoint trust properties may need liquidation to fund bequests.

Move to Assisted LivingThe primary residence is no longer needed; proceeds may fund care.

Grantor IncapacityA home may need to be sold to cover long-term care costs.

Beneficiary DistributionsTrust terms require distribution and real estate must be liquidated.

Multiple BeneficiariesOne heir wants the house, others want cash. A sale creates equal shares.

Estate Taxes or DebtsProperty sale may be the practical source of required funds.

Vacant Property LiabilityAn empty home accumulates insurance, maintenance, and liability risk.

Condition DeclineThe home needs major repairs the trust cannot or should not fund.

Trust Administration CostsLegal, accounting, and trustee fees need to be paid.

Beneficiary DisputesA sale may be the cleanest resolution when heirs cannot agree.

Trust TerminationThe trust has run its course and assets must be distributed.

Portfolio RebalancingA trustee determines that real estate concentration is too high and diversification is prudent.

Change in Tax LawNew regulations make holding the property disadvantageous.

If one of these feels familiar, start before pressure becomes crisis.

We help families and advisors understand the real estate path before deadlines, carrying costs, or beneficiary questions turn into urgent problems.

Talk to Us About Your Situation →

About Trustpoint Group

Built by people who have done this for decades.

Trustpoint Group was founded by professionals with over 40 years of combined experience in relocation management, real estate operations, and fiduciary services.

Our leadership team holds the Accredited Trust and Fiduciary Advisor designation — which means we don't just work in this space, we understand it from the inside.

We built Trustpoint Group because we saw the same problem repeating itself: trust-held real estate handled by agents who didn't understand the obligations involved, or families making real estate decisions without understanding how those decisions intersected with their estate plan.

We created the Certified Fiduciary Real Estate Agent program to raise the standard. Then we built a national network of agents who have earned that certification, so that no matter where a property is located, there's someone qualified to handle it correctly.

We cover 95% of U.S. metro areas across all 50 states. We work with individual families and with attorneys, advisors, and trust officers — with one clear goal: getting the right outcome for the people the property belongs to.

40+years combined leadership experience

50states covered

95%U.S. metro coverage with vetted agents

ATFAAccredited Trust & Fiduciary Advisor founding credential

Get Started

Wherever you are in the process, we can help you take the next step.

Whether the situation is straightforward or complicated, early or urgent — we're here to listen first and recommend second. No obligation, no pressure, no cost to reach out.

Partner With Us Talk to Someone Today