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.
To start the process of obtaining a Probate Loan, please email or fax the following items: Amount Requested and for What Purpose; Petition for Probate; Order for Probate; Letters; Inventory & Appraisal (or property address); and Decedent’s Death Certificate (Required by Title Company). Email: EstateLoan@gmail.com Fax: 855.304.7381
To start the process of obtaining a Trust Loan, please email or fax the following items: Amount Requested and for What Purpose; Property Address; Any Appraisal(s): Trust Declaration; Any Amendments or Restatements; and Last Trustor/Settlor’s Death Certificate (Required by Title Company). Email: EstateLoan@gmail.com Fax: 855.304.7381
In my business of arranging loans to trusts and estates, I often make loans in order to eliminate the Property Tax Reassessment Event when the transfer of real property is between parents and children or grandparents and grandchildren. A common strategy to prevent a property tax reassessment event, and the resultant higher property tax, is […]