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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
    • 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
    • How Does an Executor Sell a House | Process & Duties
    • Screening Buyers – Why Sellers Want Buyers With Underwriter’s Approval [Video]
    • Submitting Offers on Probate Homes for Sale
    • 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]
  • Blog
  • Why Hire Us
    • Client Reviews
    • Experience & Qualifications
    • Fiduciary Management for Trustees
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You are here: Home / Certified Probate Real Estate Specialist | Kathleen Daniels

Certified Probate Real Estate Specialist | Kathleen Daniels

Client testimonials appearing on this site are actual testimonials received from Certified Probate Real Estate Specialist, Kathleen Daniels, clients. The reviews reflect the experiences of the individuals who worked with Kathleen Daniels, Certified Probate Real Estate Specialist (CPRES), and Broker-Owner of KD Realty, Need Probate Help, and Probate Real Estate Services in San Jose, California.

Kathleen has extensive probate realtor training and is Certified in Professional Fiduciary Management for Trustees.  Her knowledge and experience selling real estate in probate set her apart in the industry. She is a member of the Silicon Valley Bar Association and has in-depth knowledge of the San Jose probate court process.

As a Certified Probate Real Estate Specialist, she works exclusively with an estate representative listing homes for sale. She frequently receives calls from people looking for unlisted probate real estate or off-market properties. It is Kathleen’s best practice to list all probate homes on Multiple Listing Service (“MLS”) to ensure sellers get the highest and best price for the home. Ultimately, if a seller wants the home to be sold off-market as unlisted probate real estate, then that is what Kathleen does. There are plenty of people looking for those off-market opportunities.

As a listing agent, she understands the process of buying a house under probate however she rarely works with buyers.

The testimonials bring light to the many reasons why people hire Kathleen Daniels Certified Probate Real Estate Agent.

The written testimonials displayed are given verbatim except for the correction of grammatical or typing errors. Some have been shortened because they contained personal or confidential information not relevant or suitable to the general public.

Bill L
March 4, 2023
My first and only google review I'll ever write.

Very knowledgeable with many contacts.
Professional with high level of attention to details.

She made handling a difficult situation from out of state much easier.

My first and only google review I'll ever write.

Thank You, Kathleen.

Bill L.
Michigan

Virginia S
January 4, 2023
Thank you for all of the very professional care you have extended

Thank you for all of the very professional care you have extended to us throughout this process.

In the future, if I or a friend or family member need real estate service in your area, I would refer them to you, without hesitation.


Virginia S.
San Jose, CA

Shane F
November 20, 2022
Excellent communication and problem solving skills

Kathleen was very professional and motivated during my recent probate sale. I felt very comfortable with the probate sale process with Kathleen running the show. Excellent communication and problem solving skills put my mind at ease, especially with I living out of state. Highly recommend Kathleen's services!!


Shane F.
Alasksa

Rick F
October 24, 2022
I am grateful to my attorney for his recommendation

Kathleen came highly recommended to me by my attorney. Although I trusted my attorney's recommendation, I did my own research to find an experienced probate realtor. When I talked to Kathleen, it was clear she really knows all about probate and real estate. I was so impressed that I hired her. Challenge after challenge, Kathleen handled all of the obstacles like a pro. She demonstrated her project management skills and professionalism throughout the process.

As a bonus, Kathleen is compassionate and understanding. I am grateful to my attorney for his recommendation and to Kathleen for managing the sale of our family home. My siblings and I received more money for the home than we ever thought possible. Since I am out of state, I thought I would need to return to California. That was not necessary because Kathleen took care of everything for us.


Rick F.
San Jose, CA

Caroline G
September 7, 2022
Kathleen has a vast network of attorneys, contractors, title, and professionals

Kathleen is fabulous. She knows all the probate laws and codes. Kathleen has a vast network of attorneys, contractors, title, and professionals that can help you make your real estate transition worry free. Her big heart and caring process will assist you with your personal goals.


Caroline G.
Newport Beach, CA

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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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