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
Buying or selling, made genuinely simple
Lucchesi & Katzin is a two-principal team at Century 21 Epic built around one idea: the transaction should feel seamless for you because we carry it. Full service means we anticipate the next step, coordinate every moving part, and communicate before you have to wonder — from the first conversation to the closing table.
Jonathan grew up in Novato; Matt was born and raised in Sonoma County. Past the local roots, you get the same thing from either of us: genuine know-how, uncapped drive, and a service-first attitude that does whatever it takes to get you everything you want — and then some. We under-promise, we over-deliver, and when you call, one of us answers.
What to Expect
A clear path, whichever side you're on
No mystery, no radio silence. Here's how a transaction with us actually runs — and each track opens into a full interactive playbook: every checklist we use with our own clients, step by step.
When You're Selling
- 01
Listen first
Your timeline, your number, your constraints. The plan is built around them, not a template.
- 02
Prepare & price
Walk-through, prep punch list, vendors coordinated for you, and a pricing strategy backed by street-level comps.
- 03
Launch
Professional photography, staging guidance, and marketing across the MLS, portals, and our channels.
- 04
Negotiate
Every offer reviewed together, every counter explained in plain English before anything is signed.
- 05
Close without chasing
Inspections, disclosures, title, and deadlines tracked by us — you hear about things before you have to ask.
When You're Buying
- 01
Define the target
Needs, wants, budget, and financing lined up so you can move fast when the right one appears.
- 02
Custom MLS search
We build a personal search in the MLS that emails you matching homes the moment they list — before the portals catch up.
- 03
Tour & vet
We preview, flag the issues a listing photo hides, and tell you when to walk away.
- 04
Offer & negotiate
Terms structured to win without overpaying, explained line by line.
- 05
Escrow to keys
Inspections, appraisal, loan milestones, and closing logistics — coordinated end to end.
Never miss a listing. Tell us what you're looking for and we'll set up a custom MLS search that sends new matches straight to your inbox the moment they hit the market — tuned by us, not an algorithm.
Set Up My SearchRecent Results
Proof, not promises
Every client gets the same full-service standard — and when a sale comes with extra complexity, we have the specialty experience to carry that too.
Sold · $910,000
Remodeled 1901 Victorian + ADU · Mixed-use · Represented by the team
Specialty experience & resources
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
BUY + SELL
Every client, every price point
0
Chatbots & gatekeepers
ALL-IN
Whatever it takes, every client
RES + COM
Residential & commercial
3 COUNTIES
Marin · Sonoma · Napa
1 CALL
That's all it takes to start
Our Standard
Seamless isn't a slogan. It's the job.
Buying or selling a home runs on a hundred small deadlines. We own all of them — preparation, marketing, negotiation, escrow, and every phone call — handled by the two people whose names are on the sign.
Request a 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.
What should I expect when selling with you?
A plan up front, one point of contact (two, actually — both principals), and proactive updates at every milestone. Preparation, marketing, negotiation, and escrow are coordinated for you from the first walk-through to recording.
What should I expect when buying with you?
A defined search, a custom MLS alert feed built for you, honest walk-throughs, and a negotiation strategy for each property. We handle the moving parts so buying feels simple.
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.
Who will actually handle my transaction?
Jonathan and Matt. You speak directly with the principals — not a chatbot, virtual assistant, or rotating transaction desk.
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.
Contact
See something you like? Send it over.
Paste a link from Zillow, Redfin, Realtor.com — anywhere. We'll pull the details, do the homework, and call you back the same day. Or skip the form entirely: