Loans to
Trusts and Estates
Location: Grass Valley, CA
Funded: $149,000
Private Loan Type: Trust Loan
Deal Highlights:
Deal Summary:
Three sisters, all co-trustees, decided that two would take title to the family home, and the third would take their inheritance in the form of cash. We worked directly with the co-trustees and their attorney to provide a loan to the trust in probate to complete the equalization and distribution of assets between the beneficiaries.
Deal Details:
More Deals by HCS Equity
HCS Equity is a private money lender based in Carmel, California, specialized in loans for trust & estate property.
Cash-Out for Repairs/Improvements
$250K bridge loan in Monterey provided cash-out from one investment property to fund repairs and improvements on another property.
Trust Equalization
$391K trust loan in North Hills funded a trust equalization, allowing one beneficiary to retain the family home and pursue the Prop 19 exclusion.
Probate Loan in Redwood City, CA for Sibling Buyout
$685K probate loan in Redwood City funded a sibling buyout, helping preserve the Prop 19 tax base before the property was refinanced by the beneficiary.
