Keep your family home with trust and probate loans that prevent property tax reassessment, resolve conflicts between beneficiaries, and provide fast funding during probate
We begin with an initial consultation to understand your unique situation and assess your financing needs.
We continue with a custom cost-benefit analysis and qualification assessment for long-term financing.
We then fund your loan according to Prop 19 guidelines. You will receive personalized support all the way through the process.
Get quick solutions for probate expenses or to stop foreclosure proceedings
We help you understand both short- and long-term financing options so you can make confident decisions.
Structured to comply with Prop 19 rules so beneficiaries keep a parent's low property tax base rather than triggering a reassessment through a sibling-to-sibling buyout.
A third-party loan to the trust or estate equalizes distributions between beneficiaries without disqualifying the property from Prop 19.
Funding typically in 5–10 business days, expedited for urgent situations like stopping a foreclosure.
Qualification for long-term financing is evaluated from day one, so you have a clear path before taking on short-term debt.
Preserve Your Family's Tax Basis and Move Forward with Confidence
A custom cost-benefit analysis and qualification assessment for long-term financing.
Your loan is funded according to Prop 19 guidelines, with personalized support all the way through.
Tanis and her team did a great job. They all communicated well and were friendly in answering our questions. Their expertise made our loan process go smoothly. Jordan W.
Tanis and her team did a great job. They all communicated well and were friendly in answering our questions. Their expertise made our loan process go smoothly.
It was great working with Tanis. She was very patient and answered all of my questions. I will definitely tell friends about her. Michelle S.
It was great working with Tanis. She was very patient and answered all of my questions. I will definitely tell friends about her.
I had a great experience in working with you and your team. Your knowledge and attentiveness was beyond excellent. I would have no hesitation what so ever in referring potential clients to you. You and your team exceeded my expectations. John S.
I had a great experience in working with you and your team. Your knowledge and attentiveness was beyond excellent. I would have no hesitation what so ever in referring potential clients to you. You and your team exceeded my expectations.
Tanis helped me through a very difficult time after my mother died. She helped me navigate buying my inherited house from a trust which for me was a complicated process. I do not have any experiences with trusts, mortgages and real estate. She was patient and kind explaining everything to me. I completely trust Tanis. She never steered me wrong. I felt supported and still do having had some questions after everything was done that she has helped me with. Emilia L.
Tanis helped me through a very difficult time after my mother died. She helped me navigate buying my inherited house from a trust which for me was a complicated process. I do not have any experiences with trusts, mortgages and real estate. She was patient and kind explaining everything to me. I completely trust Tanis. She never steered me wrong. I felt supported and still do having had some questions after everything was done that she has helped me with.
Understand your options and make the best decision for your family's future
