Simple, professional, competitive trust and estate loans to fiduciariesIf you are an attorney in California seeking to borrow on behalf of your client’s trust or estate, First Probate Loans can help you obtain competitive rates.
Work with California’s most capable, experienced and knowledgeable expert in trust and estate loans.
Learn about the services available from California’s First Probate Loans and how they can help you and your clients.
- Short-term loans to trusts or estates
- Loans that take place after property distribution
- Distributions of trusts and estates
First Probate Loans manages the full process of obtaining trust, estate and fiduciary loans, including complex probate issues.
We’ll help you and your clients who serve as fiduciaries – executors, administrators, trustees, conservators and guardians.
Title Reports: The Basics (Professional Fiduciaries Association of California newsletter – Q1, 2015)
Working with fiduciaries and their attorneys to borrow on behalf of trusts and estates is no small matter, with complex probate, national and local real property finance lending laws. The intricacies of dealing with title companies and the three types of title reports are key to the process.
The importance of protecting an investment such as a home – the largest single financial investment many people will ever make – cannot be overestimated. Understanding the role the title company plays in that purchase is important for homeowners and professionals alike.
In California, understanding the Foreign Investment in Real Property Tax Act (FIRPTA) of 1980 can be helpful for professionals in the industry. The IRS provides a comprehensive, yet concise, summary of the act, and includes the following information. You’ll never have a question again!