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.
Celebrating 30 Years of Protecting Clients’ Assets & Attorneys’ Fees in California Probate
Contact: Rick Email: admin@closeprobate.com FOR IMMEDIATE RELEASE 9 A.M. PDT, April 15, 2014 Brea, california, April 15, 2014: Rick Harmon founder of The Suburban Group has been helping Attorneys and Legal Professionals with California Probate cases since 1984. As a...
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 read the...
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 conveyed to...
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...
Trustee Loans
How trustees and professional fiduciaries can turn the untapped equity in trust owned realty into cash What financing options are available for Trustees and Professional Fiduciaries? Non-natural person borrowers, usually fiduciaries in these cases are by definition...
Probate Explained
The probate process seems to many persons outside the legal world to be a long, drawn-out and expensive process for settling a deceased person's affairs. This is often not the case as your probate matter may be fairly straight-forward and not require an attorney....
Probate Executor & Administrator Loans
How to use the untapped equity in probate realty to obtain funds to expedite the close of probate What financing options are available for Executors and Administrators? Executors and Administrators can obtain equity-based mortgages for up to 50-65% of the property...
Probate & Trust Loans
How to Obtain Financing for Executors, Administrators, Trustees, Conservators and Guardians By Rick Harmon, The Suburban Group - Mortgage Bankers An overview of increasingly popular methods for attorneys to use probate or trust owned property to finance estate debt,...