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 a non pro rata distribution.

A pro rata distribution of the assets of an estate means that each heir receives an equal portion of each asset in the estate. A non pro rata distribution means that each heir receives an equal proportion of the entire estate but not necessarily of each asset. For example, in a family where a set of siblings inherits a house, the asset, one sibling might want to live in the house, while the other sibling(s) might want to receive their share of the value of the estate in cash. A probate loan can help the family distribute the partial value of that asset.

I am an Heir of an estate that is in probate. Can I obtain a Probate Loan from First Probate Solutions?

No. That type of loan is known as an Heir Advance. We do not offer this type of loan. If this is your current situation, we will happily refer you to one of our many trusted industry colleagues who handle this type of loan.

Can I obtain a Probate Loan from First Probate Solutions if I am not in California, my property is not located in California, or the decedent or other heirs are/were not California residents?

Because we are licensed in California only, First Probate Solutions can service loans only if your property is located in California and probate is taking place in a California court.


To start the process of obtaining a Probate Loan, please email or fax the following items:

  1. Amount Requested and for What Purpose

  2. Petition for Probate

  3. Order for Probate

  4. Letters

  5. Inventory & Appraisal (or property address)

  6. Decedent’s Death Certificate (Required by Title Company)

Email your documents to:

Or fax to: 855.304.7381

Call us for more information: 818-788-2308

First Probate: Sophisticated probate, trust, and estate loans made simple.

First Probate provides loans to fiduciaries – executors, administrators, trustees, conservators and guardians – who borrow on behalf of trusts and estates.

Operating in California, the firm helps attorneys, and their clients who serve as fiduciaries, obtain loans at competitive rates.

First Probate manages the full probate financing process.

About The Author

Jonathan Brooks
Jonathan Brooks, President of First Probate Loans Jonathan maintains highly specialized expertise in California real property, finance/lending, and trust and estate laws. He has completed nearly 10,000 financial transactions to estates and trusts in more than 25 years of probate loan management work. Jonathan is a trusted source for attorneys throughout California, as well as for mediation and arbitration judges. A recognized industry expert, he serves as a single source for estate mortgage borrowing needs. California Bureau of Real Estate Broker # 01881423 Nationwide Mortgage Licensing System and Registry NMLS # 307111 Paralegal

Encino Law Center
15915 Ventura Blvd.
Suite 203
Encino, CA 91436

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