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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

  • Probate
    • Probate Attorneys and Probate Real Estate
    • California Intestate Succession
    • Cost of Probate in California
    • Santa Clara County Probate Real Estate | COVID-19 Impact
    • How Long Does Probate Take | Time Frame in California
    • Independent Administration of Estates Act
    • Investor’s Opportunities in Real Estate
    • Probate Process
    • Probate Property – CA HOA Disclosures
    • Probate Timeline
    • Probate Sale California
    • Probate Sale Process
    • Probate FAQ
    • Glossary
  • Executor
    • Executor Duties & Responsibilities
    • How an Executor Sells a House
    • Submitting Offers on Probate Homes
    • Screening Buyers & Loan Approvals
    • Understanding Underwriting Approvals
    • Advantages of a Direct Mortgage Lender
  • Beneficiaries
    • California Inheritance Tax
    • Relative Living in an Inherited House
    • Is A Trial Necessary For An Eviction?
    • California Sheriff Eviction Process
    • Laws for Quicker Evictions
    • California Tenant Protection Laws
    • California Partition Actions
    • Home Loan Approvals
    • Underwriting vs. Pre-Approval
    • HOA Mortgage Approval Issues
  • Conservatorships in California
    • California Conservatorship Process
    • When Is a Conservatorship Needed?
    • Conservatorship Challenges
    • Conservatorship vs. Trust
  • 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]
  • Blog
  • Resources
    • Resources Page 1
    • Resources Page 2
  • Why Hire Us
    • Client Reviews
    • Experience & Qualifications
    • Fiduciary Management for Trustees
    • Exclusive San Jose Homes
    • Locations Served
    • Video Library
  • Contact Us
    • CCPA Privacy Notice
    • Privacy Policy | Need Probate Help Website
    • Terms & Conditions | Need Probate Help Website
    • Disclaimer | Need Probate Help Website
  • Probate
    • Probate Attorneys and Probate Real Estate
    • California Intestate Succession
    • Cost of Probate in California
    • Santa Clara County Probate Real Estate | COVID-19 Impact
    • How Long Does Probate Take | Time Frame in California
    • Independent Administration of Estates Act
    • Investor’s Opportunities in Real Estate
    • Probate Process
    • Probate Property – CA HOA Disclosures
    • Probate Timeline
    • Probate Sale California
    • Probate Sale Process
    • Probate FAQ
    • Glossary
  • Executor
    • Executor Duties & Responsibilities
    • How an Executor Sells a House
    • Submitting Offers on Probate Homes
    • Screening Buyers & Loan Approvals
    • Understanding Underwriting Approvals
    • Advantages of a Direct Mortgage Lender
  • Beneficiaries
    • California Inheritance Tax
    • Relative Living in an Inherited House
    • Is A Trial Necessary For An Eviction?
    • California Sheriff Eviction Process
    • Laws for Quicker Evictions
    • California Tenant Protection Laws
    • California Partition Actions
    • Home Loan Approvals
    • Underwriting vs. Pre-Approval
    • HOA Mortgage Approval Issues
  • Conservatorships in California
    • California Conservatorship Process
    • When Is a Conservatorship Needed?
    • Conservatorship Challenges
    • Conservatorship vs. Trust
  • 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]
  • Blog
  • Resources
    • Resources Page 1
    • Resources Page 2
  • Why Hire Us
    • Client Reviews
    • Experience & Qualifications
    • Fiduciary Management for Trustees
    • Exclusive San Jose Homes
    • Locations Served
    • Video Library
  • Contact Us
    • CCPA Privacy Notice
    • Privacy Policy | Need Probate Help Website
    • Terms & Conditions | Need Probate Help Website
    • Disclaimer | Need Probate Help Website
  • Probate
    • Probate Attorneys and Probate Real Estate
    • California Intestate Succession
    • Cost of Probate in California
    • Santa Clara County Probate Real Estate | COVID-19 Impact
    • How Long Does Probate Take | Time Frame in California
    • Independent Administration of Estates Act
    • Investor’s Opportunities in Real Estate
    • Probate Process
    • Probate Property – CA HOA Disclosures
    • Probate Timeline
    • Probate Sale California
    • Probate Sale Process
    • Probate FAQ
    • Glossary
  • Executor
    • Executor Duties & Responsibilities
    • How an Executor Sells a House
    • Submitting Offers on Probate Homes
    • Screening Buyers & Loan Approvals
    • Understanding Underwriting Approvals
    • Advantages of a Direct Mortgage Lender
  • Beneficiaries
    • California Inheritance Tax
    • Relative Living in an Inherited House
    • Is A Trial Necessary For An Eviction?
    • California Sheriff Eviction Process
    • Laws for Quicker Evictions
    • California Tenant Protection Laws
    • California Partition Actions
    • Home Loan Approvals
    • Underwriting vs. Pre-Approval
    • HOA Mortgage Approval Issues
  • Conservatorships in California
    • California Conservatorship Process
    • When Is a Conservatorship Needed?
    • Conservatorship Challenges
    • Conservatorship vs. Trust
  • 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]
  • Blog
  • Resources
    • Resources Page 1
    • Resources Page 2
  • Why Hire Us
    • Client Reviews
    • Experience & Qualifications
    • Fiduciary Management for Trustees
    • Exclusive San Jose Homes
    • Locations Served
    • Video Library
  • Contact Us
    • CCPA Privacy Notice
    • Privacy Policy | Need Probate Help Website
    • Terms & Conditions | Need Probate Help Website
    • Disclaimer | Need Probate Help Website
  • Probate
    • Probate Attorneys and Probate Real Estate
    • California Intestate Succession
    • Cost of Probate in California
    • Santa Clara County Probate Real Estate | COVID-19 Impact
    • How Long Does Probate Take | Time Frame in California
    • Independent Administration of Estates Act
    • Investor’s Opportunities in Real Estate
    • Probate Process
    • Probate Property – CA HOA Disclosures
    • Probate Timeline
    • Probate Sale California
    • Probate Sale Process
    • Probate FAQ
    • Glossary
  • Executor
    • Executor Duties & Responsibilities
    • How an Executor Sells a House
    • Submitting Offers on Probate Homes
    • Screening Buyers & Loan Approvals
    • Understanding Underwriting Approvals
    • Advantages of a Direct Mortgage Lender
  • Beneficiaries
    • California Inheritance Tax
    • Relative Living in an Inherited House
    • Is A Trial Necessary For An Eviction?
    • California Sheriff Eviction Process
    • Laws for Quicker Evictions
    • California Tenant Protection Laws
    • California Partition Actions
    • Home Loan Approvals
    • Underwriting vs. Pre-Approval
    • HOA Mortgage Approval Issues
  • Conservatorships in California
    • California Conservatorship Process
    • When Is a Conservatorship Needed?
    • Conservatorship Challenges
    • Conservatorship vs. Trust
  • 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]
  • Blog
  • Resources
    • Resources Page 1
    • Resources Page 2
  • Why Hire Us
    • Client Reviews
    • Experience & Qualifications
    • Fiduciary Management for Trustees
    • Exclusive San Jose Homes
    • Locations Served
    • Video Library
  • Contact Us
    • CCPA Privacy Notice
    • Privacy Policy | Need Probate Help Website
    • Terms & Conditions | Need Probate Help Website
    • Disclaimer | Need Probate Help Website
  • Probate
    • Probate Attorneys and Probate Real Estate
    • California Intestate Succession
    • Cost of Probate in California
    • Santa Clara County Probate Real Estate | COVID-19 Impact
    • How Long Does Probate Take | Time Frame in California
    • Independent Administration of Estates Act
    • Investor’s Opportunities in Real Estate
    • Probate Process
    • Probate Property – CA HOA Disclosures
    • Probate Timeline
    • Probate Sale California
    • Probate Sale Process
    • Probate FAQ
    • Glossary
  • Executor
    • Executor Duties & Responsibilities
    • How an Executor Sells a House
    • Submitting Offers on Probate Homes
    • Screening Buyers & Loan Approvals
    • Understanding Underwriting Approvals
    • Advantages of a Direct Mortgage Lender
  • Beneficiaries
    • California Inheritance Tax
    • Relative Living in an Inherited House
    • Is A Trial Necessary For An Eviction?
    • California Sheriff Eviction Process
    • Laws for Quicker Evictions
    • California Tenant Protection Laws
    • California Partition Actions
    • Home Loan Approvals
    • Underwriting vs. Pre-Approval
    • HOA Mortgage Approval Issues
  • Conservatorships in California
    • California Conservatorship Process
    • When Is a Conservatorship Needed?
    • Conservatorship Challenges
    • Conservatorship vs. Trust
  • 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]
  • Blog
  • Resources
    • Resources Page 1
    • Resources Page 2
  • Why Hire Us
    • Client Reviews
    • Experience & Qualifications
    • Fiduciary Management for Trustees
    • Exclusive San Jose Homes
    • Locations Served
    • Video Library
  • Contact Us
    • CCPA Privacy Notice
    • Privacy Policy | Need Probate Help Website
    • Terms & Conditions | Need Probate Help Website
    • Disclaimer | Need Probate Help Website
  • Probate
    • Probate Attorneys and Probate Real Estate
    • California Intestate Succession
    • Cost of Probate in California
    • Santa Clara County Probate Real Estate | COVID-19 Impact
    • How Long Does Probate Take | Time Frame in California
    • Independent Administration of Estates Act
    • Investor’s Opportunities in Real Estate
    • Probate Process
    • Probate Property – CA HOA Disclosures
    • Probate Timeline
    • Probate Sale California
    • Probate Sale Process
    • Probate FAQ
    • Glossary
  • Executor
    • Executor Duties & Responsibilities
    • How an Executor Sells a House
    • Submitting Offers on Probate Homes
    • Screening Buyers & Loan Approvals
    • Understanding Underwriting Approvals
    • Advantages of a Direct Mortgage Lender
  • Beneficiaries
    • California Inheritance Tax
    • Relative Living in an Inherited House
    • Is A Trial Necessary For An Eviction?
    • California Sheriff Eviction Process
    • Laws for Quicker Evictions
    • California Tenant Protection Laws
    • California Partition Actions
    • Home Loan Approvals
    • Underwriting vs. Pre-Approval
    • HOA Mortgage Approval Issues
  • Conservatorships in California
    • California Conservatorship Process
    • When Is a Conservatorship Needed?
    • Conservatorship Challenges
    • Conservatorship vs. Trust
  • 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]
  • Blog
  • Resources
    • Resources Page 1
    • Resources Page 2
  • Why Hire Us
    • Client Reviews
    • Experience & Qualifications
    • Fiduciary Management for Trustees
    • Exclusive San Jose Homes
    • Locations Served
    • Video Library
  • Contact Us
    • CCPA Privacy Notice
    • Privacy Policy | Need Probate Help Website
    • Terms & Conditions | Need Probate Help Website
    • Disclaimer | Need Probate Help Website
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Probate Attorneys and Probate Real Estate

Find Top Probate Lawyers | Santa Clara County

Page Contents

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

Legal Help, Selling a home in probate in Santa Clara County

 

Our mission at Need Probate Help is to provide 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.

 

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

Request Legal Help
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Legal Help | Probate Lawyers

Legal Help,, Find Top San Jose Probate LawyersWe know from experience that 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 a 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.

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

A probate lawyer might also be hired to advise beneficiaries on matters of the estate, disputes, or conflicts that result in litigation.

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

  • Securing estate assets
  • Getting an appraisal on the real property and other date-of-death valuations on assets
  • IRAs 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, retitle the real property into the names of the beneficiaries.
      • Ensure all debts are paid and distributions are made
      • When all duties are completed, the probate estate is filed with the court

     


     

    Get Legal Help From Probate Lawyers

    Legal Help,, Probate Court & Process

    For legal help about 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

 

Legal Help,, Real Estate EvictionFor legal help about 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.

Probate Real Estate Experience

Kathleen understands the unique considerations involved in selling real property through probate and works with the estate’s probate attorney when coordination regarding the real estate transaction is necessary.

Her real estate services are focused on the preparation, marketing, and sale of estate property in Santa Clara County, with careful attention to the requirements that can affect a probate real estate transaction.

Many of Kathleen’s clients live outside Santa Clara County or outside California. She can coordinate the real estate sale locally while keeping the personal representative informed throughout the transaction.

Real Estate Broker | REALTOR®

Kathleen Daniels is a licensed California Real Estate Broker and Certified Probate Real Estate Specialist (CPRES) with more than 20 years of real estate experience. She has managed her own real estate business since January 2003.

Honesty and transparency are fundamental to the way Kathleen conducts her business. Her clients know her to speak from the heart and act from the head, combining compassion with sound professional judgment.

As an independent real estate broker and the owner of Probate Real Estate Services, Kathleen makes the decisions about how she serves her clients. This allows her to provide personal, responsive service based on the circumstances of each property and estate.

 

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Copyright © 2026 Kathleen Daniels, Need Probate Help
San Jose, CA ,95123, USA, Call: 408-972-1822 | XML Sitemap | Video Sitemap | Sitemap | View Need Probate Help | Kathleen Daniels | REALTOR® on Google

Probate
  • What is Probate
  • Find Top Probate Lawyers
  • California Intestate Succession
  • Cost of Probate in California
  • COVID-19 Impact
  • How Long Does Probate Take
  • Independent Administration of Estates Act
  • Investor’s Opportunities in Real Estate
  • Probate Process
  • Probate Property – CA HOA Disclosures
  • Probate Timeline
  • Probate Sale California
  • Probate Sale Process
  • Probate FAQ
  • Glossary
  • What is Probate
  • Find Top Probate Lawyers
  • California Intestate Succession
  • Cost of Probate in California
  • COVID-19 Impact
  • How Long Does Probate Take
  • Independent Administration of Estates Act
  • Investor’s Opportunities in Real Estate
  • Probate Process
  • Probate Property – CA HOA Disclosures
  • Probate Timeline
  • Probate Sale California
  • Probate Sale Process
  • Probate FAQ
  • Glossary
Executor
  • What Are Executor Duties With Probate?
  • How Does an Executor Sell a House
  • Screening Buyers – Why Sellers Want Buyers With Underwriter’s Approval
  • Submitting Offers on Probate Homes for Sale
  • Executors Sell Real Estate
  • The Power of Underwriting Approvals
  • Direct Mortgage Lender
  • What Are Executor Duties With Probate?
  • How Does an Executor Sell a House
  • Screening Buyers – Why Sellers Want Buyers With Underwriter’s Approval
  • Submitting Offers on Probate Homes for Sale
  • Executors Sell Real Estate
  • The Power of Underwriting Approvals
  • Direct Mortgage Lender
Beneficiaries
  • What Beneficiaries & Heirs Need to Know
  • California Inheritance Tax
  • Relative Living in Inherited House
  • Is A Trial Necessary For An Eviction?
  • What is the Process for a Sheriff Eviction in California
  • Laws for Quicker Evictions
  • Tenant Protection Laws
  • California Partition
  • Underwriting Approvals vs Home Loan Pre Approval
  • Home Loan Approvals
  • Lender Approvals With HOA
  • What Beneficiaries & Heirs Need to Know
  • California Inheritance Tax
  • Relative Living in Inherited House
  • Is A Trial Necessary For An Eviction?
  • What is the Process for a Sheriff Eviction in California
  • Laws for Quicker Evictions
  • Tenant Protection Laws
  • California Partition
  • Underwriting Approvals vs Home Loan Pre Approval
  • Home Loan Approvals
  • Lender Approvals With HOA
Conservatorship
  • What Is a Conservatorship in California?
  • California Conservatorships
  • Trusts vs Conservatorship
  • Create a California Conservatorship
  • Difficulties of a Conservatorship
  • What Is a Conservatorship in California?
  • California Conservatorships
  • Trusts vs Conservatorship
  • Create a California Conservatorship
  • Difficulties of a Conservatorship
Trusts
  • Types of Trusts in California
  • California Probate Code 850
  • California Trust Administration Checklist
  • Fiduciary Duties of a Successor Trustee
  • Income Tax Issue with Trusts
  • Irrevocable Trusts
  • Modifying an Irrevocable Trust – Ca Probate Code 15404
  • Trusts Avoid Probate in California
  • Portability Law
  • Trusts vs Conservatorship
  • Trusts and Tax Exemptions
  • Types of Trusts in California
  • California Probate Code 850
  • California Trust Administration Checklist
  • Fiduciary Duties of a Successor Trustee
  • Income Tax Issue with Trusts
  • Irrevocable Trusts
  • Modifying an Irrevocable Trust – Ca Probate Code 15404
  • Trusts Avoid Probate in California
  • Portability Law
  • Trusts vs Conservatorship
  • Trusts and Tax Exemptions
Blog
  • Probate Real Estate Blog
  • Probate Real Estate Blog
Resources
  • Resources Page 1
  • Resources Page 2
  • Resources Page 1
  • Resources Page 2
Why Hire Us
  • Why Hire Probate Certified Agent Kathleen Daniels?
  • Client Reviews
  • Experience & Qualifications
  • Fiduciary Management for Trustees
  • Exclusive San Jose Homes
  • Locations Served
  • Video Library
  • Why Hire Probate Certified Agent Kathleen Daniels?
  • Client Reviews
  • Experience & Qualifications
  • Fiduciary Management for Trustees
  • Exclusive San Jose Homes
  • Locations Served
  • Video Library
Contact Us
  • Contact Kathleen Daniels
  • CCPA Privacy Notice
  • Privacy Policy
  • Terms & Conditions
  • Disclaimer
  • Contact Kathleen Daniels
  • CCPA Privacy Notice
  • Privacy Policy
  • Terms & Conditions
  • Disclaimer