Probate, Trusts and Estates
[ LET OUR FREE LEGAL LIAISON DO THE HEAVY LIFTING ]
LRG FREE Legal Liaison Program
Our Free Legal Liaison Program is designed to help families make wise decisions during the probate process as well as take some of the most burdensome tasks off their hands. The information below will further explain your options as you begin to navigate this process.
When you feel ready, please call me. I will answer all of your questions without cost or obligation, and offer you sound advice based on years of legal and real estate experience.
We’ll Do the Heavy Lifting During the Probate Process
As an Attorney/Realtor for over 20 years, I have helped countless families who were pressured into regretful decisions and were left facing unforeseen tax and legal consequences. Most so-called “real estate experts” are single-minded, offering one-size fits-all options, because they are unqualified to counsel you on more beneficial solutions. There are numerous options that are not being presented to you, such as:
- Keeping the home for your family or as a rental (and securing funding for this purpose)
- Securing a no-interest cash advance for repairs and rehabilitation of the home
- Reducing reverse mortgage balances in order to refinance or sell
- Negotiating a reduction in home loan balances to sell and secure more equity
- Selling the home in a quick market sale while avoiding wholesalers and quick flips
Benefits of Our Free Legal Liaison Program
Your Legal Liaison will help you to navigate the complex issues involved in the probate process. You should know ALL of your options before signing a list agreement or purchase contract.
Here are a few benefits of having a legal liaison on your side during this process:
Because we take the time to understand the unique needs and concerns of our clients, we can offer them highly customized solutions. Do not sell the home to a wholesale “flipper” like “we buy ugly houses.” They simply sell the home to another buyer for profit within days of signing the contract with you.
We can do better and secure a higher price for you.
What must the Personal Representative do after being appointed? The Superior Court of California provides the following guidance on it's website, occourts.org/self-help/probate/ The three primary responsibilities of a personal representative are: Marshal assets, and file an Inventory and Appraisal of…
Although the law doesn’t require that you have an attorney, it is almost certainly a good idea to retain a skilled Probate Attorney to handle the legal process involved. A Probate case is a formal civil court matter and it…