Loans to
Trust Loan

Location: North Hills, CA
Funded: $391,000
Private Loan Type: Trust Loan

trust-loan-in-north-hills-for-trust-equalization

Deal Highlights:

  • Three siblings, two wanted cash, and the other wanted the family home

  • The beneficiary keeping the property wanted to take advantage of the Prop 19 parent/child exclusion

Deal Summary:

The trustee contacted us to obtain a loan directly to their family trust for the equalization and distribution of the trust’s assets. Once all the documentation was received and reviewed we were able to open escrow/title, and close shortly thereafter. Upon close, we provided the attorney handling the matter all of the trust loan documentation to support their filing of the parent/child exclusion paperwork.

Deal Details:

  • Property Type – Single Family

  • Lien Position – First

  • Loan-to-Value – 40%

  • Loan Term – 12 months

More Deals by HCS Equity

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

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Contact us today for more information regarding any of our loan products. As direct lenders, we make quick approval decisions, and can provide funding in as little as 7-10 days. We are available via phone or email anytime of the day or night.