When a client inherited $4 million in real estate from her late mother, she faced an unexpected and urgent challenge. The properties had not been placed in a will or trust, which meant they entered probate—a process that can take months or even years in Los Angeles County.

To complicate matters, she discovered her mother had left behind several hundred thousand dollars in unpaid taxes. These debts needed to be resolved long before probate would conclude, or she risked losing the inherited properties altogether.

Without access to liquid funds, she turned to me for guidance. I was able to secure a probate advance loan on her behalf, giving her the capital needed to immediately pay off the outstanding tax liabilities. This financial solution allowed her to preserve her inheritance and continue the probate process without losing the properties.

This is just one example of how creative financing can make all the difference during complex life transitions. If you’re navigating inheritance, probate, or similar financial obstacles, I’m here to help.