Mark Sarsfield – Account Executive

Trust Loan Specialist

Mark Sarsfield

Mark Sarsfield Trust & Estate Loan Account Executive (949) 628-2030

Call (949) 628-2030

msarsfield@cloanc.com

About Mark Sarsfield

Since 2004 I have helped my clients with their real estate needs. I am a licensed Realtor and Mortgage Loan Officer, and I take pride in providing my clients with honest guidance, personal attention, and a commitment to making the process as smooth as possible.

I enjoy helping families navigate inherited property. I understand that inheriting a home often comes during an emotional and challenging time. Many families are unaware they may have options to preserve valuable property tax benefits under California’s Proposition 19 if a beneficiary plans to live in the home.

My goal is to educate beneficiaries, trustees, and families about available opportunities, helping them make informed decisions that can potentially save thousands of dollars in future property taxes. Every family’s situation is unique, and I take pride in providing honest guidance, personalized service, and clear information throughout the process when working with lawyers and fiduciaries. If you don’t have one let me know.

I believe that trust, integrity, and a commitment to helping others are the foundation of great service. Whether you are a beneficiary, trustee, homeowner, lawyer or fiduciary assisting clients with inherited property, I am here to be a resource and help navigate the available options.

If you, a family member, or a client have inherited property and would like to learn whether you may qualify to retain a lower property tax base under Proposition 19, I would be happy to provide a complimentary consultation and benefit analysis.

If you, a client or family member may be able to benefit from a Trust Loan or Probate Loan, you may reach Mark at (949) 628-2030,  via email at msarsfield@cloanc.com or complete the following form.

Get a Free Loan Benefit Analysis

Trust Loans and Loans to Irrevocable Trusts

  • Easy Application Process

  • No Pre-Payment Penalties

  • Lending Directly to an Irrevocable Trust

  • No Credit Score or Income Requirements

  • Low Interest Only Payment Requirements

  • Close in as little as 7 Business Days

  • Proposition 19 Compliant