Loans to Trusts & Estates
We specialize in lending to Trusts & Estates; helping clients meet the California Proposition 58 and California Proposition 19 equal distribution requirements and avoid reassessment on an inherited home. Our loan provides the cash needed to allow each beneficiary or heir to receive an equal portion of the assets of a trust or estate inheritance. This allows a beneficiary to keep a family home, while others receive cash. On average our clients save over $6,200 a year in property taxes by taking advantage of Proposition 19 / Proposition 58 and preserving a parents low Proposition 13 property tax base.
Most lenders are unwilling to lend to a trust or do not have the knowledge or experience to provide loans to irrevocable trusts. That is what we specialize in and our loans are California Proposition 19 and Proposition 58 compliant. Let us walk you through the process and answer all of your questions. We will also provide you with a free estimate on how much you might be able to save by taking advantage of California’s Proposition 19 exclusion from property tax reassessment.
Please complete this form for more information on trust and estate loans and for Free Quote :
We are a direct lender and can close a loan in as little as 7 days. For 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 online request form: