Estate Loans

Our Proposition 19 estate loans provide trusts and estates with the cash needed to allow each beneficiary to receive an equal portion of the assets. This allows one or more beneficiaries to retain real estate while others receive cash or cash and other assets. In the process, costly realtor fees are avoid and each beneficiary is able to keep more of their inheritance. On average we save a trust or estate more than $45,000 by avoiding realtor and property sale expenses.

Often times it is our clients objective to take advantage of California Proposition 19 to retain a parents low California Proposition 13 Property Tax Base on an inherited home. Our loan provides the funds necessary to accomplish this. By doing so, we save our clients on average over $6,200 a year in property taxes.

We are a direct lender and can close a loan in as little as 7 days. Fore more information on our trust and estate loan programs or to determine how much you might be able to save in property taxes, please call us at 877-464-1066 or complete this quick information request form:

Please complete this form for a FREE QUOTE on a Trust or Estate Loan:


Please call us at 877-464-1066 with any questions you may have.