Trust & Estate Loans for Property Tax SavingsProperty RepairsProbate or Attorney ExpensesEqualizing a Distribution
Keep a parents low property tax base on an inherited home.
Empowering Attorneys and their clients
We offer a wide spectrum of Trust and Estate Loans Products
Unlike other lenders, CLOANC specializes in Trust and Estate Loans and are experts in the California Proposition 19 Property Tax Transfer process. In fact, we have partnered with the California Assessors Office of Alameda and offer free Continuing Legal Education for both Attorneys and Fiduciaries. If you are interested in signing up for our free online Proposition 19 Continuing Legal Education class, please contact us at (877) 464-1066.
Experience
We are California’s #1 Trust and Estate Lender. Call us and learn why more Clients and Attorneys choose us for their Trust and Estate Loan needs. At CLOANC excellent customer service is more than a goal; it is a commitment. Please take a look at what some of our clients and the Attorneys we work with have to say about us.
Why Choose CLOANC
Probate Loans & Loans to Estates
CLOANC is the top provider of probate loans and loans to estates in California
Trust Loan Benefits
Keep a parents low Property Tax BaseSave on average over $6,200 per yearYou may be able to transfer the benefit to a new homeAvoid costly realtor feesKeep a family home
Call For Expert’s Advice
Expert advice and a free benefit analysis
Trust Loans from a trusted source.
Our trust and estate loan experts can help you navigate all of your options so that you can make the best decision for you and your family. We will provide you with a free benefit analysis and let you know how much you may be able to save with one of our specialized trust & estate loans.
A professional organization with a proven track record
#1 Provider of Trust Loans in California
We are California’s top provider of Trust Loans. Our specialized trust loans have helped hundreds of clients qualify for California Proposition 19, keep a parents low property base and avoid reassessment on an inherited home. Let us help you simplify a complex matter.
Client Reviews & Testimonials
California’s premier Trust & Estate Lender
Rating: 5 / 5 (40 total reviews)
I had an absolutely incredible experience with CLC’s Tanis Kluever. From the first moment I reached out with any questions, her responsiveness and attentiveness was unparalleled. Tanis was not only knowledgeable and efficient but also showed genuine care in resolving my issues. She went above and beyond to ensure I felt valued and supported. This level of dedication to customer satisfaction is truly commendable and has won my loyalty. I wholeheartedly recommend this company to anyone seeking exceptional service and a positive customer experience. She’s very personable and genuine as well. Thank You Tanis! Truly a pleasure meeting and dealing with you. I also want to Thank Autumn as well! Extremely professional, and fantastic service!
Eldon S.
Union City, CA
Thaddeus and Autumn were great! I am the trustee of my deceased mother’s trust and Thaddeus navigated taking out a loan on her home for the trust such that one of my siblings could directly inherit the home with its very low property tax assessment. It was complicated but totally worth it in the long run! We used the loan proceeds for the trust to distribute equivalent value to the other beneficiaries and have one beneficiary inherit the home outright. It was great and Thaddeus explained things very clearly to me and answered all of our questions. Highly recommend! Thaddeus and Autumn were great! I am the trustee of my deceased mother’s trust and Thaddeus navigated taking out a loan on her home for the trust such that one of my siblings could directly inherit the home with its very low property tax assessment. It was complicated but totally worth it in the long run! We used the loan proceeds for the trust to distribute equivalent value to the other beneficiaries and have one beneficiary inherit the home outright. It was great and Thaddeus explained things very clearly to me and answered all of our questions. Highly recommend!
John M.
Oxnard, CA
Thaddeus possesses qualities that seem to be in short supply these days. Anyone that has the good fortune to encounter and work with him will find his ethics and knowledge to be a great benefit. I am grateful for what he has done for me and my family.
Matt O.
Copperopolis, CA
Tanis and Autumn were so very helpful. They were patient, kind, and made sure that they were on top of the process from start to finish. The whole process/estate/ problem and its subsequent solution was complicated to me, but Tanis was so knowledgeable and able to navigate it all with ease. I am so thankful to have found her and appreciate her knowledge and expertise.
Dana D.
Lakewood, CA
Thaddeus and Autumn were great! I am the trustee of my deceased mother’s trust and Thaddeus navigated taking out a loan on her home for the trust such that one of my siblings could directly inherit the home with its very low property tax assessment. It was complicated but totally worth it in the long run! We used the loan proceeds for the trust to distribute equivalent value to the other beneficiaries and have one beneficiary inherit the home outright. It was great and Thaddeus explained things very clearly to me and answered all of our questions. Highly recommend! Thaddeus and Autumn were great! I am the trustee of my deceased mother’s trust and Thaddeus navigated taking out a loan on her home for the trust such that one of my siblings could directly inherit the home with its very low property tax assessment. It was complicated but totally worth it in the long run! We used the loan proceeds for the trust to distribute equivalent value to the other beneficiaries and have one beneficiary inherit the home outright. It was great and Thaddeus explained things very clearly to me and answered all of our questions. Highly recommend!
Pamela M.
Orange, CA
