Property & Real Estate

Title Reports: The Basics

In my 29 years working with fiduciaries and their attorneys, borrowing on behalf of trusts and estates is no simple 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:  Property Profiles that a title company provides typically disclose […]

Paying off a Reverse Mortgage

In my business of arranging loans to trusts and estates, I pay off a significant number of reverse mortgages. As more seniors turn to reverse mortgages, surviving spouses or adult children become overwhelmed when one or both of their parents eventually dies. When a reverse mortgage borrower dies, the loan becomes due and payable; and, […]

QUICK RESOURCE GUIDE for Fiduciaries and their Attorneys including Practical Tips for Non Pro-Rata Distributions to Avoid the Property Tax Reassessment Event

As I embark on my 29th year working in and serving the probate and trust community, this resource guide will assist you to quickly find what you’re looking for: To find out what is necessary to obtain a trust loan, go here To find out what is necessary to obtain a probate loan, go here To learn more […]

Bifurcated Land Market

By Ruben Gutierrez As a real estate appraiser specializing in valuations for estate administration, taxation, probate, and litigation support I have had the opportunity to work on numerous land valuation assignments over the past thirty plus years.  Most of these assignments involve land located in the Antelope Valley portion of northern Los Angeles County. The Antelope […]

Parent to Child Transfer of Property with California Proposition 58

By Matthew Brooks Preventing a property tax reassessment may save a beneficiary or heir thousands of dollars annually depending on the difference between the existing assessed value and the current reassessed property value. First Probate Loans is the originator of the property reassessment tax strategy loan and we are here to assist you and your […]

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