2890 N. Main Street, Suite 206 • Walnut Creek, CA 94597

Mortgage Loans to Irrevocable Trusts and Probate Estates

There are a number of situations where a borrower doesn’t qualify for a traditional loan and that’s often true in solving the challenges of real estate lending for irrevocable trusts and probate estates.  Conventional lenders are reluctant to lend money to these entities, refusing loan approval until the entity has been dissolved and title converted to an individual interest.   Heirs…

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What Does an Estate Organizer Do?

Estate Organizers specialize in handling the personal, tangible property items during the process of settling an estate, as well as assisting the professionals, individuals, and families involved. When a client finds us, or an attorney first refers a client to an Estate Organizer, the person has usually just suffered a loss. Not only is this person handling the new, and…

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Avoid Probate of Your CCRC Refund

Continuing care retirement communities (CCRCs) often require new residents to pay an entry fee in exchange for lifetime housing and priority access to healthcare, in addition to a monthly fee. These entry fees can be in the hundreds of thousands of dollars. In many cases, a sizable portion of the entry fee may be refundable to the resident if they move…

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2890 N. Main Street, Suite 206
Walnut Creek, CA 94597

925.943.2740

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