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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Probate Home | 354 Balsam Ave Sunnyvale CA 94085

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After completing renovations, 354 Balsam Ave, Sunnyvale, CA 94085 is ready for its new owners. Probate Realtor, Kathleen Daniels, was contacted by the estate administrator in early August 2022 to sell Continue Reading

Letters Testamentary | Santa Clara County Probate

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Letters Testamentary, or the letter of administration form, also known as Judicial Council of California Form DE-150, is what the Santa Clara County Probate Court issues at the time of, or after the Continue Reading

Successor Trustee Hires Probate Realtor to List Duplex

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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

Probate Home Sales | Santa Clara County June 2022

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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

Public Guardian | Public Administrator | Probate Home

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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

Preliminary Title Report | Probate Realtor Examines

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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

Probate Home Sales Santa Clara County May 2022

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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

Probate Realtor Declines to Work with Successor Trustee

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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

Reverse Mortgage on a Probate Home | Options Not to Sell

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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

Probate Home Sales | Post Pandemic March 2022

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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

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.