Trust & Estate Sales
Court-involved and trust-held property, coordinated with attorneys and fiduciaries from filing to close.
Lucchesi & Katzin Realty Team · Marin · Sonoma · Napa
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Meet the Team
The North Bay's direct-access realty team
Lucchesi & Katzin is a two-principal team at Century 21 Epic built for people who want their sale handled, not managed from a distance. Jonathan — Novato raised, twenty years a Bay Area firefighter — works residential and commercial. Matt — born and raised in Sonoma County — specializes in mid-market and luxury homes. When you call, one of them answers.
Full-service from the first conversation to the closing table: anticipate the next step, own the coordination, communicate before you have to ask.
Recent Results
Proof, not promises
The complicated ones are our specialty — estate and trust sales, divorce-related sales, 1031 exchanges, and investment property on both the residential and commercial side.
Sold · $910,000
Remodeled 1901 Victorian + ADU · Mixed-use · Represented by the team
1031 & Reverse 1031
Exact timelines, run with your qualified intermediary and CPA. Identification windows never slip.
Investors
Flip or hold, residential or commercial — underwritten street by street across the North Bay.
Communities
Where we live and work
Every service area gets a full guide — neighborhoods, schools, parks, commute realities — with original lifestyle films to match.
2
Principals. No handoffs.
100%
Calls answered by us
20 YRS
Bay Area fire service
RES + COM
Residential & commercial
TRUST & ESTATE
Sales focus
1031
Exchange coordination
3 COUNTIES
Marin · Sonoma · Napa
0
Chatbots & gatekeepers
Sellers
Every seller deserves a principal's full attention
Choosing who sells your home is one of the biggest financial decisions you'll make. With us it's never delegated — preparation, marketing, negotiation, and every phone call handled by the two people whose names are on the sign.
Request a Seller ConsultationTestimonials
"Client testimonial placeholder — first five-star reviews land here as the review campaign rolls."
— Recent Client, Petaluma
Questions
Useful before the first call
The full site will grow this into a working resource library — guides written for clients, professionals, search engines, and AI answer tools alike.
Where do you work?
Across Marin, Sonoma, and Napa Counties, with a core corridor that runs Novato, Petaluma, Santa Rosa, Windsor, and Healdsburg. We confirm fit and coverage on the first call.
Can you help with a home held in an estate or trust?
Yes. We lead the real estate work and coordinate with the attorney, fiduciary, and title team already involved. Legal and court-specific advice stays with the client's attorney.
What is your role in a 1031 exchange?
We run the property side — strategy, search, marketing, negotiation, and the transaction calendar — coordinated with the qualified intermediary and tax professionals who determine eligibility.
Who will actually handle my transaction?
Jonathan and Matt. You speak directly with the principals — not a chatbot, virtual assistant, or rotating transaction desk.