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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Funeral Planning Can Save Time and Money

“Silence!” Roger Claret roared. “Dad has only been dead 12 hours and already you’re turning his funeral into a circus.” He glared at his brother and sister. “We need to decide what Dad would have wanted, not what you want.” He muttered, “Just because the man enjoyed country music does not mean he wanted the Grand Ole Opry staged at…

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

925.943.2740

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