Bill & Mary: Your Estate Transition Professional® Team
45 Years of Roots- 30 Years of Protection
We have been Moraga residents since 1979. We raised our family here, we know these streets, and we understand the unique value of a home in our community. But when your life is in transition, local knowledge isn't enough. Most Realtors® are one-dimensional—they are licensed only to buy or sell.
Yet, selling a home is more than a real estate transaction; it is a major life event that intersects with law, taxes, and family legacy. It requires more than a "marketing plan" by a salesperson—it requires a protective shield.
The Danger of One-Dimensional Advice
In an estate transition, a decision made in one area creates a ripple effect across all others. We found that "one-dimensional" professionals—those who only see the house, only see the law, or only see the taxes—often inadvertently create risks for the families they serve.
Because our background spans Law, Real Estate, and Wealth Management, we provide a 360-degree view of your transition. We don't just solve problems as they arise; we anticipate and neutralize them before they can impact your legacy.
The Birth of Total Contingency Planning (TCP)
As an Estate Planning Attorney for three decades, Bill realized that legal issues don't exist in a vacuum. Clients often faced a fragmented web of real estate agents, tax professionals, and attorneys.
"I turned the Realtor ®model on its head: by bundling the expertise of four professionals into one trusted advisor, we eliminate separate legal fees and narrowly focused decisions."
"Clients receive integrated guidance for the same commission dollar they would pay a standard Realtor®."
Why Choose an Estate Transition Professional®?
We created and trademarked the Estate Transition Professional® (www.ETPwealth.com) designation to formalize this unique, multi-disciplinary role. Today, as your "go-to" guide in Contra Costa County, TCP Realty offers:
- True 360-Degree Solutions: Integrating law, taxation, real estate, and financial strategy.
- More Expertise, Less Cost: Four (4) professional disciplines for the price of one standard commission.
- A Commitment to Understanding: No cookie-cutter plans—just customized strategies built on listening deeply to your unique situation.
Greetings. Get Answers
Send an email with a question or concern...you will be amazed at how quickly you get a thoughtful reply. Not from a robot.... NO! From a human being.