First Probate Blog: Articles and Newsletters

Trust and Estate Solutions

Hi, I’m Jonathan Brooks, the principal of First Probate. First Probate provides short term loans to fiduciaries – executors, administrators, trustees, conservators and guardians – who borrow on behalf of trusts and estates.  First Probate specializes in resolving challenging and difficult title problems associated with trusts and estates. I have provided these services to the probate […]

The Life of a Loan Broker

Guest Post by N. Mitchell Feinstein   I write this article from my perspective of more than fifty years in the mortgage lending business, a perspective that seems to me as if I were staring down to the Colorado River from the rim of the Grand Canyon. It’s been a long time baby. I’ve operated […]

Recent Laws and Legal Cases (2017)

Click the link below to access The California Legislation 2017 Affecting Probate Estates, Trusts, Guardianships and Conservatorships, This Legislative Review is annually compiled by James Birnberg, Esq., Oldman, Cooley, Sallus, Birnberg & Coleman, LLP, Encino, California, and is shared with his permission, for the benefit of the probate community. Recent Laws and Legal Cases (2017)

Managing the Probate Financing Process

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, and finance lending laws. First Probate Loans manages the probate financing process for short-term loans to trusts and estates, post-property distribution loans, and distributions of trusts and estates. The […]

Obtain an Estate Loan

What is an Estate Loan? Estate Loan is the overarching term used to describe both Probate Loans and Trust Loans. Probate Loans include estates where there is a decedent, Trust Loans include estates where there is a decedent, a guardianship or a conservatorship and the assets are held in a trust. An Estate Loan is […]

New Website for First Probate Loans

I am proud to announce the new and improved First Probate Loans website. In my business of arranging loans to trusts and estates, I work directly with fiduciaries and their attorneys. The website offers many resources for the probate and trust community, including resources: To find out what is necessary to obtain a probate loan, go here […]

Resources for Attorneys

Important Links Complete List of California Government Services (Assessor, Recorder, Tax Collector and Superior Courts) California Resources Understanding Property Tax Treatment of Trusts, California Trusts and Estates Quarterly California Legislation 2015 Affecting Probate Estates, Trusts, Guardianships and Conservatorships by James R. Birnberg, Esq. (published with his consent) California Controller’s Unclaimed Property Main Page California Courts California Probate [...]

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