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Thank you for submitting your confidential questionnaire!

It will be processed within 48 hours in most cases.

Here’s what happens next: If you qualify, you will be contacted by email. Please provide your paperwork as instructed in that email. Then, you’ll be invited to schedule a Free 30-Minute Consultation with a California probate/trust expert.

To expedite your request, please submit the following via, fax, email, US mail or the upload form below:

For all real estate:

  • Copy of all mortgage loan statement(s) or payment info
  • Information on any liens (tax, judgment, etc.) affecting this property
  • Copy of any foreclosure notice(s) affecting property, if applicable
  • If this transaction concerns a probate estate:

    1. Copy of Letters of Administration (or Letters Testamentary)
    2. Copy of the Will (if this applies
    3. Copy of court referee’s Inventory & Appraisal, if completed
    4. Copy of Death Certificate for decedent

    If this transaction concerns a trust:

    1. Copy of the trust
    2. Copy of Death Certificate for decedent, if applicable
    3. Copy of any court or other documents proving your capacity as successor trustee, if applicable

    To make it as easy as possible, we have outlined the steps you can expect during your process:

    1. Submit Online Questionnaire
    2. Provide Probate or Trust Documents
    3. Free 20 min. Phone consult
    4. Schedule Appointment with Appraiser
    5. Complete Loan Application
    6. Finalize Financing Plan

    Where to send your documents

    Fax: 714-572-2611


    US Mail: ATTN: Support Desk, Post Office Box 9308, Brea, California 92822-9308

    Ready to upload your scanned documents now?

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