Top questions for your financial adviser and Realtor!

Hello Everyone! On my last post, I encourage you all to start visiting with your financial adviser at least 1 year in advance of selling your home or property and interview at least 3 Realtors/ Agents for the job of selling your most valuable asset!


Financial Adviser Questions 1 year in advance of selling:

  • Do you see any downsides to selling our largest asset and if there is some equity left over, how best would you suggest I invest this?
  • Would there be any benefit to us to consider setting this up in a trust for our family down the road?
  • Am I exposed to any tax implications when I sell and if so, what can  or should I do about this?
  • Should I include instructions in a will prior to this happening in case of unforeseen circumstances?
  • If you cannot handle this for me can you refer me to someone who can?


Realtor/Agent Questions 6 months in advance of selling:

  • Do you work full or part-time as a real estate agent?
  • How many homes have you listed and sold  in the past year or two?
  • How many sellers are you representing now and how could that benefit me?
  • What aspects of the transaction will you personally handle and which will be delegated to others?
  • Are your fees negotiable and do you have a variable commission structure set up?
  • At what price do you think my house will sell and perhaps attract an offer quickly in the current market? And why?
  • Can you help me put together a plan in writing on how best to budget items we can do to enhance the sale of our home?



The biggest challenge most home owners face is not spending the time up front to ask great questions. The winners in this great real estate market are those that invest in doing as much work as possible up front!

All my best,


Ken Manceaux
The Manceaux Real Estate Team


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