Loans to
Trusts and Estates

Location:Hollister, CA
Private Loan Type:Irrevocable Trust Loan


Deal Highlights:

  • The court appointed that the trustee needed funds to cover care costs for conservatee

  • The family plans to move the conservatee to a care facility then list the property for sale

Deal Summary:

The court appointed a trustee in this matter who was also the conservator for the elderly settlor of the trust. When in-home care costs got to be too expensive, the decision was made to move her into a full-time care facility. Unfortunately, all their cash had been depleted, so the irrevocable trust needed to borrow sufficient funds to cover expenses, and prepare the home for sale. We were able to do just that, to provide an irrevocable trust loan and close well before the situation became more dire.

Deal Details:

  • Property Type – Single-Family

  • Lien Position – Second Mortgage

  • Loan-to-Value – 39%

  • Loan Term – 12 months

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HCS Equity is a private money lender based in Carmel, California, specialized in loans for trust & estate property.

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