New Book: The Smart Executor’s Guide for Cash-Poor Estates

New Book: The Smart Executor’s Guide for Cash-Poor Estates

If you are puzzled about which choices (borrowing, selling or ?) make the most sense your situation, there’s now a resource to explain in detail your options. The Smart Executor’s Guide for Cash-Poor Estates Tapping Liquidity During and After Probate and Trust...

What’s Your Financing Plan?

Many of our borrowers have no experience being in charge of an estate or trust and have not given much thought to a plan. We want to help you make your job easier. Begin with the end in mind If you’ve already watched the Probate Fiduciary MortgageSM video or...

Choosing a Lender

Choosing a Qualified Probate Fiduciary Mortgage Lender If you’re the fiduciary (executor, administrator or trustee) of an estate or trust and have a financing plan in mind, you’re now about to decide on a mortgage lender. Making loans to probate estates...

Trusts Explained

In today’s world of busy probate courts and death taxes, the living trust has become a common manner of holding title to real property. The following may help you understand a few of the requirements of the title insurance industry if title to property is...

Conservator & Guardian Loans

Conservator & Guardian Loans How Conservators and Guardians can use untapped real estate equity to provide timely cash liquidity More and more, Attorneys are seizing upon using mortgage financing. Clearly, the financing concept has taken root and become an...

How to Borrow on a Trust

Here are the primary ways that you may borrow on trust property. Borrow as trustee or successor trustee on California real estate held in a trust. Trustee must have legal powers to sign for the loan. Get a cash advance on a trust for which you are a beneficiary. The...