Loans to Trusts and Probate Estates

We specialize in lending to Trusts & Estates. Our specialized trust loans help clients keep a parent’s low property tax base on an inherited home. The trust loans that we provide meet the California Proposition 58 and California Proposition 19 equal distribution requirements needed to qualify for a parent to child property tax transfer on an inherited home. Our loans to trusts and estates 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 $6,500 a year in property taxes by taking advantage of Proposition 19 and transferring a parents low Proposition 13 property tax base.

We are California’s top Trust and Estate Lender. While most lenders are unwilling to lend to a trust or do not have the knowledge and experience to provide loans to irrevocable trusts, we specialize in them. Our loans are fully Proposition 19 and Proposition 58 compliant. Let us walk you through the process and answer all of your questions. We will provide you with a free estimate on how much you might be able to save by avoiding property tax reassessment.