Meet Mimi McCoy
San Diego’s Fiduciary Realtor of Choice
Mimi McCoy is not your average Realtor. She specializes in handling the institutional complexities of estate property transactions. Throughout her career, she has built a reputation for discretion, documentation, and delivering exceptional results for attorneys, banks, and families. Mimi brings a quiet authority and deep respect for the legal and emotional nuances involved in every sale. She understands that when you’re managing an estate, your focus is on compliance, efficiency, and a seamless transfer of assets. Mimi handles every process with expert care, minimizing stress and maximizing value for all stakeholders.
A Specialized Approach to Real Estate
Mimi McCoy is San Diego’s go-to probate real estate expert, trusted by discerning estate professionals, attorneys, and institutional trustees. With a reputation for discretion, compliance, and seamless execution, she brings clarity and calm to complex property sales. Unlike general agents who lack the knowledge required, Mimi has built her entire practice around this niche. Her clients turn to her for more than a transaction. They rely on her expertise in navigating the legal and logistical challenges unique to fiduciary sales.
With more than a decade of experience in San Diego’s trust, probate, and legacy real estate markets, Mimi has developed a refined process. Her approach aligns with how fiduciaries think and how courts, banks, and estate firms operate. She’s not a marketing agent with a flashy pitch. She’s a strategic partner with a checklist, a network of vetted vendors, and a deep respect for her client’s professional role.
For Mimi, real estate is never about the spotlight. It’s about precision, process, and protecting the integrity of every transaction. From document accuracy to timeline management and legal chain of custody, she handles every step with care. Her clients trust her to honor the terms of a trust or probate case while eliminating unnecessary exposure or drama.
Proven Experience Across
San Diego
Based in Point Loma, Mimi is a Certified Trust & Probate Specialist and a licensed Realtor in California (DRE #xxxxxxxx). As a trusted San Diego fiduciary Realtor, she is a preferred vendor for select banks, legal teams, and family offices. Her work spans Rancho Santa Fe, La Playa, and Mission Hills. She also serves other areas across San Diego County where estate homes and institutional sales require quiet precision.
Hiring Mimi means entrusting a critical part of the estate process to someone who understands the stakes. She offers fluency in legal nuance, strong risk awareness, and unwavering dedication to protecting reputations while delivering optimal outcomes. Her presence brings peace of mind, allowing fiduciaries to focus on their broader responsibilities. They can move forward with confidence, knowing the real estate process is in expert hands.
The Mimi McCoy Standard
As a seasoned San Diego fiduciary Realtor, Mimi operates with core values that shape every transaction.
Discretion
First
Mimi handles every sale with quiet confidence and the utmost respect for privacy. She maintains confidentiality and is mindful of the emotional and financial weight these sales carry.
Compliance is the Standard
Mimi treats documentation and legal clarity as non-negotiable. With extensive experience in probate, trust, and conservatorship sales, she is familiar with the required forms, court approvals, and timelines. Her strict adherence to compliance minimizes legal risk and helps streamline the overall process for all parties involved.
Aligned with Professionals
Mimi works closely with attorneys, trust officers, and legal representatives to ensure sales are aligned and conducted above board. She also maintains a vetted network of professionals who understand the nuances of fiduciary cases. This strategic collaboration allows for smooth coordination and reliable execution.
Personal Responsibility
Mimi oversees every detail of the listing, preparation, sale, and closing. There are no handoffs to junior agents or assistants. She remains the direct point of contact throughout the process, ensuring accountability at every stage.
Local Expertise, Estate Sensitivity
From Point Loma to Rancho Santa Fe, Mimi’s understanding of San Diego County’s estate property landscape is unmatched. As a dedicated trust property agent, she knows exactly how to position legacy homes for the right buyer. Whether court-approved, bank-managed, or inherited, she approaches each property with strategic care and fiduciary precision.
Licensure, Affiliations & Institutional Trust
Licensed Realtor in California (DRE #xxxxxxxx)
Certified Trust & Probate Specialist
Preferred Vendor for: US Bank, Zions Bank, Northern Trust
Professional Affiliations: Active relationships with leading estate law firms, regional trust departments, fiduciary networks, and title attorneys
Build Trust with Every Step. Let’s Begin.
Whether managing a family estate, advising a trust, or working under court appointments, Mimi delivers strategic oversight with a personal touch. Clear communication and focused guidance ensure every closing feels confident and controlled.