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

Kathleen Daniels, Real Estate Broker Realtor®
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You are here: Home / Probate Real Estate Blog | Probate Agent

Successor Trustee Hires Probate Realtor to List Duplex

September 5, 2022 By Kathleen Daniels

Cambrian Park Duplex

This Cambrian Park Duplex located at 2885-2887 Ross Avenue, San Jose, CA 95124 is listed by Probate Realtor ("CPRES"), Kathleen Daniels.  It will soon be for sale by the Successor Trustee of the Continue Reading

Filed Under: Estate Representative, Family Trusts, News, Selling a Home, Successor Trustee, Trust Estates Tagged With: Cambrian Park, Cambrian Park Duplex, Cambrian Schools, CPRES, Kathleen Daniels, probate and trust administration, Probate Realtor, successor trustee

Probate Home Sales | Santa Clara County June 2022

August 11, 2022 By Kathleen Daniels

Why is it important for Kathleen Daniels, Santa Clara County Probate Realtor, ("CPRES) to monitor and track monthly probate home sales?  She is a self-confessed data geek and loves data.  Data tells a Continue Reading

Filed Under: 2022, Executors, Probate, Probate Home Sales, Probate Realtor, Q-2, Sales Activity, Santa Clara County Probate, Selling a Probate Home Tagged With: Certified Probate Real Estate Specialist, CPRES, Kathleen Daniels, probate home sales, probate homes, Probate Realtor, santa clara county probate, selling a probate home

Public Guardian | Public Administrator | Probate Home

August 4, 2022 By Kathleen Daniels

The Public Guardian and/or the Public Administrator may be responsible for selling a probate home.  What is a Public Guardian in California? There are 58 counties in the State of California. The Continue Reading

Filed Under: News, Probate, Public Administrator, Public Guardian, Santa Clara County Probate, Selling a Probate Home Tagged With: buying a house in probate, iaea, Kathleen Daniels, probate home, probate real estate, probate real estate agent, Public Administrator, Public Guardian, santa clara county probate, selling a probate home

Preliminary Title Report | Probate Realtor Examines

June 26, 2022 By Kathleen Daniels

Preliminary Title Report

Kathleen Daniels, Probate Realtor and Trust Real Estate Specialist was hired by a successor trustee to list a multi-family home in San Jose. As a standard of practice, among the first things Kathleen Continue Reading

Filed Under: Administrators, Estate Representative, Executors, Family Trusts, News, Probate, Santa Clara County Probate, Selling a Home, Successor Trustee, Trust Estates Tagged With: affidavit death of trustee, estate representative, Kathleen Daniels, Letters Testamentary, Preliminary Title Report, probate and trust administration, Probate Realtor, santa clara county probate, selling a probate home, successor trustee

Probate Home Sales Santa Clara County May 2022

June 16, 2022 By Kathleen Daniels

As Santa Clara County Certified Probate Real Estate Specialist, ("CPRES) it is important to monitor and track monthly probate home sales and keep our fingers on the pulse of the real estate market. Continue Reading

Filed Under: 2022, Administrators, Certified Probate Real Estate Specialist, CPRES, Estate Representative, Executors, Probate, Probate Home Sales, Q-2, Sales Activity, Santa Clara County Probate, Selling a Probate Home Tagged With: buying a house in probate, Certified Probate Real Estate Specialist, CPRES, Kathleen Daniels, probate home sales, probate real estate, probate real estate agent, santa clara county probate, selling a probate home

Probate Realtor Declines to Work with Successor Trustee

June 9, 2022 By Kathleen Daniels

This case scenario involves two family members serving as successor trustees of the family trust. Probate Realtor, Kathleen Daniels, explains reasons she may decline to work with an estate Continue Reading

Filed Under: Administrators, Estate Representative, Executors, Family Trusts, News, Selling a Home, Successor Trustee, Trust Estates Tagged With: CPRES, full service real estate brokerage, Kathleen Daniels, Probate Realtor, successor trustee, Successor Trustee Fiduciary Duties

Reverse Mortgage on a Probate Home | Options Not to Sell

May 22, 2022 By Kathleen Daniels

We were contacted by the daughter of the deceased person who had a reverse mortgage on a probate home. The lender with the reverse mortgage was less than helpful to the family.  The family, who Continue Reading

Filed Under: Administrators, Beneficiaries, Certified Probate Real Estate Specialist, Estate Representative, Executors, News, Probate, Probate Realtor, Reverse Mortgage, Santa Clara County Probate, Selling a Probate Home Tagged With: Certified Probate Real Estate Specialist, CPRES, Kathleen Daniels, Letters Testamentary, probate homes, probate real estate, probate real estate agent, Proposition 19, reverse mortgage probate, reverse mortgages, selling a probate home

Probate Home Sales | Post Pandemic March 2022

May 1, 2022 By Kathleen Daniels

To say that it has been a wild ride as a Probate Realtor for the past two-plus years is an understatement. Have probate home sales slowed down? With the closure of the Santa Clara County Probate Court Continue Reading

Filed Under: 2022, Administrators, Estate Representative, Executors, News, Probate Home Sales, Q-1, Santa Clara County Probate, Selling a Probate Home Tagged With: Certified Probate Real Estate Specialist, CPRES, probate estate, probate home sales, probate real estate deals, Probate Realtor, santa clara county probate, selling a probate home

California Probate Sale Overbid Process | Santa Clara County

March 3, 2022 By Kathleen Daniels

Probate Home Sales in Santa Clara County

Many people are confused about the California Probate Sale Overbid Process and how to buy a probate home in Santa Clara County that is subject to overbid and court confirmation.  We generally do Continue Reading

Filed Under: Administrators, Estate Representative, Executors, News, Probate, Public Administrator, Santa Clara County Probate, Selling a Probate Home Tagged With: buying a house in probate, Certified Probate Realtor, Kathleen Daniels, overbid process, probate homes, probate overbid, Public Administrator, santa clara county probate, selling a probate home

Sunnyvale Probate in Sunnyvale Sold $645K Over List Price

January 30, 2022 By Kathleen Daniels

A single-family home located in the City of Sunnyvale 94087 sold for $645,000 over the list price. It was the highest-price probate home sold in December 2021. We cover the anatomy of the sale and the Continue Reading

Filed Under: Administrators, Estate Representative, Executors, Probate, Sales Activity, Santa Clara County Probate, Selling a Probate Home Tagged With: buying a house in probate, City of Sunnyvale, Kathleen Daniels, probate home, probate homes, Probate Realtor, santa clara county probate, selling a probate home

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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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