We provide simple, professional, competitive trust and estate loans to fiduciaries.

If you are an attorney in California seeking to borrow on behalf of your client’s trust or estate, First Probate Loans can help you obtain competitive rates.

We provide simple, professional, competitive trust and estate loans to fiduciaries.

Work with California’s most capable, experienced and knowledgeable expert in trust and estate loans.

Learn about the services available from California’s First Probate Loans and how they can help you and your clients.

  • Short-term loans to trusts or estates
  • Loans that take place after property distribution
  • Distributions of trusts and estates

Services We Specialize In:

Trust, Estate and Probate Loans

First Probate Loans manages the full process of obtaining trust, estate and fiduciary loans, including complex probate issues.

Title and Escrow

Benefit from extensive experience in probate and estate property title issues.

California property tax reassessment, real estate buyouts

First Probate Loans offers strategic support for attorneys and fiduciaries seeking help with California property tax reassessment, and California real estate buyouts and workouts.

Services for Attorneys

If you are an attorney or fiduciary in California seeking to borrow on behalf of your client’s trust or estate, First Probate Loans can help you obtain competitive rates with highly specialized expertise.

We’ll help you and your clients who serve as fiduciaries – executors, administrators, trustees, conservators and guardians. Whether they need the loans to pay attorney fees, pay taxes, fund settlements, repair properties, manage administrative expenses or implement property tax reassessment strategies while an estate is in the probate process, we can help.

First Probate Loans will broker loans between fiduciaries and lenders, and in special circumstances, make direct loans. And we’ll do it all professionally, efficiently and productively to produce the results you need for your client.

Services for Borrowers

With just 58 county courts serving California’s 38 million residents, it can take more than a year to settle a trust or probate estate.

Are you an executor, administrator, trustee, conservator or guardian in California, seeking to borrow on behalf of a trust or estate? We can help with loans made directly to fiduciaries. They can use these loans to help with necessary tasks and expenses at a difficult time.

  • Pay attorney fees
  • Pay taxes
  • Fund settlements
  • Repair properties
  • Manage administrative expenses
  • Implement property tax reassessment strategies during the administration of the trust or estate

If you are in need, we may be able to work with you and your attorney to advance funds on your inheritance. If you are not yet working with an attorney, let us know and we will connect you with not one, but three, trusted referrals. First Probate Loans will help fiduciaries when they need it.

Effective and valuable advice from an experienced trust and estate lender.

Work with California’s most capable, experienced and knowledgeable expert in trust and estate loans.

Jonathan Brooks

President

Jonathan maintains highly specialized expertise in California real property, finance/lending, and trust and estate laws. He has completed nearly 10,000 financial transactions to estates and trusts in more than 25 years of probate loan management work. Jonathan is a trusted source for attorneys throughout California, as well as for mediation and arbitration judges. A recognized industry expert, he serves as a single source for estate mortgage borrowing needs.

California Bureau of Real Estate Broker #01881423
Nationwide Mortgage Licensing System and Registry NMLS #307111
Paralegal

Dana Mortimer

Director of Operations

Dana has been providing high-level support in loan document production and portfolio servicing for more than 25 years. Experienced in common practices in the real estate, legal and loan industries, she has held executive administrative positions for major banking, lender and loan companies, has served as a loan officer on probate administrator loans, and has probate paralegal experience. Dana holds a Bachelor of Arts degree from California State University, Northridge.

California Bureau of Real Estate Salesperson #1882852

Fred DeMartino

Associate

Oscar “Fred” DeMartino is an associate for First Probate. His interests are focused primarily on trust, estate, conversatorship and guardian loans.  Fred has extensive experience in the Southern California Aerospace community and has advanced degrees in Computer Science.

Encino Law Center
15915 Ventura Blvd.
Suite 203
Encino, CA 91436

How Can We Help? Contact Us Today

Send us an email via the form below, or call our office directly. We look forward to assisting you with your Probate and Trust Loan needs.