Loans to Trusts & Estates

Loan to a Trust

We specialize in providing loans to trusts, estates and customers inheriting a home from a parent. Our specialized loans provide the cash needed to allow each beneficiary, heir or sibling to receive an equal portion of the assets of a trust or inheritance. This allows one person to retain real estate while others receive cash or cash and other assets.

Often times it is our clients objective to retain a parents low California Proposition 13 Property Tax Base on an inherited home. Our loan provides the funds necessary to accomplish this. We save our clients on average over $6,000 a year in property taxes. Most lenders are unwilling to lend to a trust or do not have the knowledge or experience to provide loans to irrevocable trusts. We specialize in trust and estate finance and our loans are California Proposition 58 compliant. Let us walk you through the process. We have partnered with a California Property Tax Specialist that has over 20 years of experience working in the California Tax Assessors Office. We can help simplify what is typically a complex process.

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:

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