successor trustee Archives - San Jose & Santa Clara County Probate & Trust Real Estate Specialists

Successor Trustee DIY Eviction Gone Wrong

February 5, 2023 By Kathleen Daniels

Kathleen Daniels, Probate and Trust Real Estate Specialist, received a request for a consultation from a successor trustee in California of their mother’s trust looking for help with an eviction. She Continue Reading

Successor Trustee Hires Probate Realtor to List Duplex

September 5, 2022 By Kathleen Daniels

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

Preliminary Title Report | Probate Realtor Examines

June 26, 2022 By Kathleen Daniels

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 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

If you seek legal help click the Request Legal Help Button Above.

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.