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

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 quickly find what you’re looking for:

  • To find out what is necessary to obtain a probate loango here
  • To find out what is necessary to obtain a trust loango here
  • To learn more about funding Non Pro-Rata Distributions to Avoid the Property Tax Reassessment Eventgo here
  • To learn more about Paying Off Reverse Mortgagesgo here
  • To learn more about Loans to Upgrade Trust and Estate Real Property Prior to Salego here

Professional Fiduciary Association of California 

The Professional Fiduciary Association of California (“PFAC”) continues to rapidly grow and the 2017 PFAC Annual Conference is an effective tool for Attorneys to market to the ever-growing PFAC community; a vibrant, savvy group of professionals looking for other professionals to assist them in managing estates.
I am proud to again participate as a Bronze Sponsor of the PFAC 2017 Annual Conference in Burlingame, California May 31-June 3, 2017 and to act again as the Chair, PFAC 2017 Annual Conference Marketing Committee.

To receive 2017 PFAC Conference news via email, click here.

Have Questions?

We’re happy to help answer any questions you have.

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

How Can We Help? Contact Us Today

Send us an email via the form below, or call our office directly. We look forward to assisting you with your Probate and Trust Loan needs.

Contact Us