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Do you need help selling probate real estate? Kathleen Daniels, Certified Probate Real Estate Specialist (“CPRES”) is passionate about helping administrators, executors and successor trustees sell homes in probate, conservatorship, or held in trust.
Kathleen is a Real Estate Broker Realtor® licensed in the State of California. The locations served for probate and trust clients are in Santa Clara County. The cities and towns in Santa Clara County, California include Campbell, Cupertino, Gilroy, Los Altos, Los Altos Hills, Los Gatos, Milpitas, Monte Sereno, Morgan Hill, Mountain View, Palo Alto, Santa Clara, San Jose, Saratoga, Sunnyvale.
If you need help selling real estate not located in Santa Clara County, we are networked with probate specialists throughout the state of California and across the United States. We have successfully referred people to a probate Realtor who has helped people sell the estate property in areas outside of Santa Clara County.
Kathleen Daniels, Certified Probate Real Estate Specialist
Many people do not know that selling homes in probate requires specialized knowledge. Kathleen is compassionate, professional, and she understands how overwhelming the probate process is for most people. Let her education, training, knowledge, skills, and compassionate heart go to work for you.
When Kathleen thought the cameras were not rolling, one of the videographers shared the fact that he is getting a power of attorney to manage his grandmother’s care. He is 31 years young and never imagined he would need to step up and take on such an important and challenging role, especially at this time in his life.
California Probate
Scott N. Carter, Trust Attorney, discusses what is necessary to avoid probate in California.
Jennifer F. Scharre, probate and trust attorney explains probate and the legal process of a California probate.
Jennifer F. Scharre, probate attorney discusses the advantages of administering an estate with the power to sell real property under IAEA.
Executors & Administrators
Leo B. Siegel, California real estate attorney discusses the eviction process when a relative is living in an inherited home and refuses to move out.
California real estate attorney Leo B. Siegel discusses the eviction process and when a trial is necessary for an eviction.
California real estate attorney Leo B. Siegel discusses the Sheriff Eviction process in California.
Tom Parke of the Tom Parke Mortgage Team at Mason McDuffie Mortgage Corporation discusses the importance of screening buyers and underwriter’s approval.
Tom Parke of the Tom Parke Mortgage Team at Mason McDuffie Mortgage Corporation explains why going Nano deep with underwriting approvals upfront is a win for everyone.
Tom Parke of the Tom Parke Mortgage Team at Mason McDuffie Mortgage Corporation discusses the advantages of a direct mortgage lender.
Beneficiaries & Heirs
Randy Warshawsky, aka The Tax Man, explains that California does not have an inheritance tax.
Leo B. Siegel, California real estate attorney discusses the eviction process when a relative is living in an inherited home and refuses to move.
Real estate attorney Leo B. Siegel discusses ways to divide real property for joint owners. The legal process is known as a California Partition Action.
Real estate attorney Leo B. Siegel discusses California laws for quicker evictions in California.
Real estate attorney Leo B. Siegel discusses tenant protection laws and just cause evictions in California.
Tom Parke of the Tom Parke Mortgage Team at Mason McDuffie Mortgage Corporation discusses his team’s home loan approval process.
Tom Parke discusses what he and his team look for when approving a mortgage loan on a home with a homeowners association.
California Trusts
Scott N. Carter, Trust Attorney, discusses what is necessary to avoid probate in California.
Scott N. Carter, Trust Attorney, discusses how changes in laws impact trusts. In 2018 a trust can get created in a way that avoids not only the estate tax but income tax.
Scott N. Carter, Trust Attorney, discusses how Irrevocable trusts can be modified and why it would be wise to modify an irrevocable trust.
Scott N. Carter, Trust Attorney, explains how trusts get set up to protect a deceased person’s estate and why trusts cannot be changed by a surviving spouse.
Scott N. Carter, Trust attorney, discusses the portability law that allows a deceased spouse’s unused exemption to be ported over to the surviving spouse.
Scott N. Carter, Trust Attorney, discusses the need to create estate plan documents to avoid probate and conservatorship. This allows families to manage the estate and trust without judges telling them what to do.
Trust attorney Scott N. Carter discusses lifetime exemptions; why estate planning is critical; and how setting up trusts can avoid estate and income tax on assets.
California Conservatorship
Probate attorney Jennifer F. Scharre explains when a conservatorship is necessary. Learn how with proper estate planning documents a conservatorship may not be necessary.
Probate attorney Jennifer F. Scharre explains that a conservatorship requires a lot of work, money, and what needs to be done to avoid a conservatorship.
Probate attorney Jennifer F. Scharre explains why and when a conservatorship is necessary and what is needed to avoid the need for a conservatorship.
Probate attorney Jennifer F. Scharre explains how a California conservatorship is created. She discusses privacy matters and reminds us to go to the court’s website and check local rules as each county has specific items they need before a conservatorship can be filed.
Client Reviews
“Words cannot convey the gratitude and appreciation I feel for your strong, professional, and ceaseless efforts in solving problems.”
“We choose you because of your experience in SJ, your probate experience, the thoroughness of your answers, and your professional demeanor.”
Santa Clara County Probate Real Estate Agent
We are here to help with all things related to California probate. Kathleen Daniels believes in expanding her knowledge with ongoing education and probate Realtor training.
As a Certified Probate Real Estate Specialist (CPRES), she is passionate about providing the highest quality of service to her clients. A high volume of probate real estate sales has never been among her goals. Placing quality over quantity is among the many things that differentiate Kathleen from the increasing number of real estate agents jumping into California probate real estate sales.
If you need to sell probate real estate in Santa Clara County, consult with Kathleen Daniels. She is compassionate, professional, and she understands how overwhelming the probate process is for most people. Let her education, training, knowledge, skills, and compassionate heart go to work for you. We offer a suite of concierge services designed to meet your specific needs.
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