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San Jose & Santa Clara County Probate & Trust Real Estate Specialists

Kathleen Daniels, Real Estate Broker Realtor®
Need Probate Help - Probate Real Estate Services
San Jose & Santa Clara County, California
Call 408-972-1822 or Email
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    • How Long Does Probate Take | Time Frame in California
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    • Screening Buyers – Why Sellers Want Buyers With Underwriter’s Approval [Video]
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    • Executors Sell Real Estate | What Executors Need to Know
    • The Power of Underwriting Approvals [Video]
    • Direct Mortgage Lender [Video]
  • Beneficiaries
    • California Inheritance Tax [Video]
    • Relative Living in Inherited House [Video]
    • Is A Trial Necessary For An Eviction? [Video]
    • What is the Process for a Sheriff Eviction in California [Video]
    • Laws for Quicker Evictions [Video]
    • Tenant Protection Laws [Video]
    • California Partition [Video]
    • Home Loan Approvals [Video]
    • Lender Approvals With HOA [Video]
  • Conservatorship
    • California Conservatorships [Video]
    • Conservatorship vs. Trust [Video]
    • Create a California Conservatorship [Video]
    • Difficulties of a Conservatorship [Video]
  • Trusts
    • California Probate Code 850
    • California Trust Administration Checklist
    • Fiduciary Duties of a Successor Trustee
    • Income Tax Issue with Trusts [Video]
    • Irrevocable Trusts [Video]
    • Modifying an Irrevocable Trust – Ca Probate Code 15404 [Video]
    • Trusts Avoid Probate in California [Video]
    • Portability Law [Video]
    • Trusts vs Conservatorship |Video|
    • Trusts and Tax Exemptions [Video]
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You are here: Home / Find Top Probate Lawyers | Santa Clara County

Find Top Probate Lawyers | Santa Clara County

Page Contents

  • Probate Lawyers
  • What is a Probate Attorney? 
    • Get Legal Help From Probate Lawyers

Selling a Home in Probate in Santa Clara County

 

Our mission at Need Probate Help is providing probate real estate services to people who need to sell real estate in Probate, under a Conservatorship or held in a Trust.  The primary locations we serve are San Jose and all cities and towns in Santa Clara County.

 

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If you need legal help complete the form below or the form at the bottom of this page.

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Probate Lawyers

Find Top San Jose Probate LawyersWe know from experience when selling probate real estate in Santa Clara County many people also need legal help from Probate Lawyers.

California Real Estate Brokers and real estate agents are not licensed to give legal advice. 

In addition to providing probate real estate services, we are a resource for people who need legal help with real estate matters and matters pertaining to probate and trusts. All of our legal resources serve Santa Clara County and many serve in the surrounding counties noted below. 

A Conservatorship falls under the Probate umbrella and like Probate, they are managed by the Santa Clara County Superior Court Probate Division. Our role is to manage the process of selling real property under Conservatorship, in Probate, or held in Trusts.

All questions of a legal nature must be directed to Probate Lawyers.

 


What is a Probate Attorney? 

A Probate attorney is often also referred to as probate estate attorney, estate attorney, estate lawyer, and a combination of other terms that all mean the same thing. It is the person licensed to practice law in the state in which they practice.

In the State of California, a licensed attorney can practice probate. The attorneys we recommend specialize in probate and trusts. They are not generalists, they are specialists and that is all they do. Their continuing education keeps them current on the laws.  They are highly qualified and skilled probate attorneys who advise the executors and administrators, also known as the personal representatives on the probate process.

Last Will and TestamentThe duties of the probate attorney will vary depending on if the person died with a Will or without a Will as well the size of the estate.

A probate lawyer might also be hired to advise beneficiaries on matters of the estate or dispute or conflict that results in litigation.

When working with the personal representative of the estate the probate attorney advise on matters such as: 

  • Securing estate assets
  • Getting an appraisal on the real property and other date-of-death valuations on assets
  • IRA’s and life insurance, if any
  • Paying outstanding debt
  • Setting up and keeping track of the estate checking account

Probate Lawyers manage many duties which may include but are not limited to:

      • Filing the legal documents with the Probate Court and ensuring the local probate court rules are followed
      • Address estate and income tax issues
      • File the necessary documents and notices for the sale of real property
      • If the real property is not sold retitled the real property into the names of the beneficiaries.
      • Ensure all debts are paid and distributions are made
      • When all duties are completed closing the probate estate with the court

     


     

    Get Legal Help From Probate Lawyers

    Probate Court & Process

    For legal help pertaining to all aspects of Probate, Conservatorship, elder abuse, disputes, estate planning including creating trusts, trust administration, and more, our recommended attorneys can help in the following counties:

    • Santa Clara County
    • San Mateo County
    • San Francisco County
    • Contra Costa County
    • Alameda County

 

For legal help pertaining to real estate matters such as evictions, landlord/tenant issues, co-ownership disputes, fraud, title issues, easements, boundary disputes and more, our recommended attorneys can help in the following counties:

  • Santa Clara County
  • Santa Cruz County
  • North Monterey County

Complete the form below to request legal help. Your request will be forwarded to an attorney for a response. PLEASE ALLOW 24-48 HOURS FOR A RESPONSE.

Attorneys work normal business hours which are Monday – Friday from 8:00 am to 5:00 pm excluding holidays.

ALL ATTORNEYS CHARGE FOR CONSULTATIONS. WE DO NOT QUOTE ATTORNEY RATES. YOU WILL NEED TO ASK THE ATTORNEY WHAT THEIR HOURLY RATE IS. MOST REQUIRE A CREDIT CARD UPFRONT. PAYMENT IS EXPECTED AT THE TIME OF THE SCHEDULED CONSULTATION.

 

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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.

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