For more than 15 years we have used our own capital to provide trustees, beneficiaries, administrators, trust and estate attorneys, fiduciaries,  guardians and conservators specialized financing. We are focused on being a financial resource for trusts and estates experiencing liquidity shortages,  and specialize in loans for the purposes of equalization and distribution to take advantage of the property tax savings under the Proposition 58 and 193 exclusion from reassessment.

Call us today if your attorney has advised you to seek out a 3rd party loan to preserve your parent’s or grandparent’s Proposition 13 tax base. We are a direct lender, which allows us to make quick approval decisions, and provide funding in as little as 7-10 days.

INFORMATION FOR BORROWERS

Traditional banks don’t address the loan needs of trusts, estates, conservators, and non-traditional borrowers.

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INFORMATION FOR ATTORNEYS

We work hand-in-hand with attorneys to create liquidity for Trusts, Estates and Probates

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HAVE QUESTIONS?

Contact us to get more information on the best private lending option for you.

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