HCS Equity requires a very limited list of items to apply for a trust loan
- Copy of the trust
- Tax ID number of trust or probate estate
- Court letters of testamentary if borrower is a probate estate
- Insurance on property
- Equalization agreement among beneficiaries
- Trustee’s mailing address, phone number, and email
HCS Equity will not require a personal guarantee nor personal information such as a social security number from the administrator or trustee. The Fiduciaries Association of California has ranked HCS Equity as the premier lender in providing capital to probate estates and trusts for the past 10 years in a row.
