Fiduciary Duties Archives - San Jose & Santa Clara County Probate & Trust Real Estate Specialists

Probate Real Estate | Gilroy Ca Townhouse Condo for Sale

July 14, 2025 By Kathleen Daniels

Probate Real Estate for Sale. The Administrator of the estate hired an Independent real estate broker and Certified Probate Real Estate Specialist, Kathleen Daniels, to manage the sale of the probate Continue Reading

Administrator of an Estate | Real Estate in Litigation

July 25, 2020 By Kathleen Daniels

After the probate litigation was settled, we were contacted by the Administrator of an estate who needed to sell probate real estate. Two homes had to be sold. One home was income property and the Continue Reading

California State Controller Unclaimed Property Search

January 23, 2019 By Kathleen Daniels

When we are the executor or administrator of a probate estate in California or a successor trustee of a trust, it is a good idea to perform an unclaimed property search with the California State Continue Reading

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Specialized Probate Team

Our team speaks the language of probate.

We understand the rules of engagement with the Probate Court and collaborate with the probate attorneys to ensure a smooth transaction.

We offer full service and manage all the details and meet your specific needs pertaining to the sale of the estate, conservatorship or trust’s real property.

Many of our clients live outside of the County of Santa Clara and the State of California. It is not uncommon that we never meet face to face.

Real Estate Broker | REALTOR®

Kathleen Daniels is a licensed California Real Estate Broker certified in probate and trust sales. Her core belief and business religion is that every client deserves to be treated with 100% honesty and transparency.

She has managed a successful real estate business since January 2003. Clients know Kathleen to speak from her heart and act from her head.

As an Independent Broker, Kathleen has no loyalty to a brokerage. Kathleen is the sole decision-maker for Need Probate Help. She owns the independent power to do things for her clients she got prevented from doing when affiliated with a big box brokerage.