First Probate Blog: Articles and Newsletters

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 […]

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 […]

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 [...]

Frequently Asked Questions for Borrowers

Q:  What California probate (or trust or estate) loan financing options are available for fiduciary and individual borrowers? A:  For estate or trust realty, borrowers are qualified similar to traditional mortgage lending, based on income, creditworthiness and other factors. Usually, borrowers may draw upon as much as 80 percent of the property’s value (occasionally more). […]

Quick Resource Guide for Fiduciaries and their Attorneys including Practical Tips for Non Pro-Rata Distributions to Avoid the Property Tax Reassessment Event

In my business of arranging loans to trusts and estates, I work directly with fiduciaries and their attorneys. As this is the first newsletter for 2017, and as I embark on my 27th year working and serving the probate and trust community, I thought I would put together a short resource guide to help you […]

Obtain a Probate Loan

What is a Probate Loan? A Probate Loan is a loan to a fiduciary, secured by real property in California. A fiduciary is the administrator or executor of an estate. This person is acting on behalf of a decedent (deceased person). These loans are often useful to help pay for attorney’s fees or to effectuate […]

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