About Estate Optimized
Estate Optimized specializes in unlocking hidden value in real estate assets before sale, transfer, or generational transition. With a deep understanding of the real estate market, we provide strategic planning, entitlement research, and property optimization to maximize net proceeds and enhance the transfer process.
The United States is entering the largest inter generational wealth transfer in history, with more than $80 trillion expected to pass to heirs over the next two decades. Real estate represents one of the largest components of this wealth transfer.
Yet many properties are transferred or sold without understanding their full development or entitlement potential, leaving substantial value unrealized.
To understand the full potential of properties, we collaborate with a network of professionals including architects, planners, land-use attorneys, CPAs, and wealth advisors to deliver comprehensive solutions. This information is then delivered back to personal clients, executors, families and friends to better understand untapped value of their real estate holdings.
Personal
Statement
-George Bevan, founder
Estate OptimizedTM grew out of decades of hands-on experience in architecture, land use, and real estate development, where properties were often transferred or sold without fully understanding what they could truly support or become.
Throughout my 20+ year architectural career and personal real estate work, I have consistently been drawn to properties with untapped potential—parcels complicated by zoning, entitlement, access, or use questions that often go unexplored. Over time, clients, colleagues, and families began seeking my perspective not only on design, but on how to unlock value and navigate local processes before making major real estate decisions.
This advisory work is strategic and practical. I help property owners and their advisors identify opportunities to optimize land and real estate assets through zoning and feasibility analysis, entitlement strategy, and a clear understanding of local approval pathways. The objective is not to push development, but to clarify options, manage complexity, and allow families and fiduciaries to make informed, value-driven decisions prior to sale or generational transfer.
Estate transitions are often handled primarily as legal or tax events, yet real estate frequently represents the largest asset in a family’s portfolio. By evaluating properties before they are sold or transferred—whether through administrative changes, subdivision potential, entitlement clarification, or repositioning strategies—families can often retain significantly greater long-term value.
Estate OptimizedTM now operates as a focused extension of my professional experience, offering a discreet and collaborative resource for families, trustees, estate attorneys, wealth advisors, and real estate professionals seeking thoughtful strategies to maximize real estate potential and preserve generational wealth.
The Power of EO
A residential property or estate parcel may be constrained by natural characteristics, zoning or other factors limiting it's potential, or even identified as unbuildable. By identifying feasible improvements or administrative adjustments by way of surveying, re-zoning &/or applying for acceptions to these constraints - instead of simply passing along the untapped value to a new buyer, value can be increased significantly prior to sale or transfer.
Client Testimonials
Our clients have benefited from Estate Optimized's expertise and commitment to unlocking hidden value in real estate assets. Here's what they have to say:
“Estate Optimized's strategic planning significantly increased the value of my property before transfer, leading to a higher valuation and better long-term family wealth.”
Adam Johnson
“I am impressed by Estate Optimized's ability to identify feasible improvements, resulting in meaningful valuation improvements and better outcomes for heirs and beneficiaries.”
Sophia Rodriguez
“Estate Optimized's collaboration with land-use attorneys and outside consultants made a substantial difference in optimizing the transfer process and maximizing net proceeds.”
John Smith
Why Choose Estate Optimized
Estate Optimized is distinguished by its expertise in combining estate planning with real estate optimization to deliver exceptional outcomes for heirs and beneficiaries. We offer personalized strategies, professional support, and tailored solutions to unlock hidden value in real estate assets.
Strategic Planning
Benefit from our detailed market assessments and strategic planning to position real estate assets for maximum value before sale, transfer, or generational transition.
Comprehensive Solutions
We provide comprehensive estate and trust real estate advisory, executor and fiduciary support, and coordination with a network of professionals to ensure successful outcomes for our clients.
Client-Centric Approach
At Estate Optimized, we are committed to providing personalized guidance and professional support throughout your real estate journey. Our focus is on unlocking hidden value and optimizing real estate assets to benefit heirs and beneficiaries.
Get in Touch
Interested in unlocking hidden value in your real estate assets? Contact Estate Optimized for personalized consultation and strategic guidance.