The First Probate Team

Jonathan Brooks


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 Department of Real Estate Broker #01881423
Nationwide Mortgage Licensing System and Registry NMLS # 307111

Dana Mortimer

Director of Operations

Dana has been providing high-level support in loan document production and portfolio servicing for more than 25 years. Experienced in common practices in the real estate, legal and loan industries, she has held executive administrative positions for major banking, lender and loan companies, has served as a loan officer on probate administrator loans, and has probate paralegal experience. Dana holds a Bachelor of Arts degree from California State University, Northridge.

California Department of Real Estate Salesperson #1882852

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