Keeping the Family Home: How Probate and Trust Loans Can Preserve Estate Assets

In this episode, R. Sam Price and Tanis Kluever discuss how probate and trust loans secured by real property can solve liquidity problems while preserving the family home. The conversation focuses on practical, legally compliant strategies attorneys and fiduciaries can use to cover expenses, prevent forced sales, and protect estate and trust assets during administration.

R. Sam Price is a California Certified Specialist in Estate Planning, Trust & Probate Law, and the managing attorney of Price Law Firm, APC, where he focuses on probate, trust administration, and estate planning. He is the author of The 6-Stage Probate Process and Impactful Estate Planning, and the host of the Probate Notes podcast, educating professionals on practical and effective probate solutions.

[e-mail]

https://pricelawfirm.com/

Tanis Kluever is a probate and trust loan specialist with True Estate Loans, working closely with attorneys and professional fiduciaries to secure real property–backed financing during probate and trust administration. With extensive experience closing hundreds of estate and trust loans, she is known for her integrity, clear communication, and ability to solve complex liquidity challenges while protecting estate assets.

[e-mail]

https://trueestateloans.com/

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Trust Me is Produced by Foley Marra Studios
Edited by Cat Hammons and Todd Gajdusek