Probate Training: A to Z for the Real Estate Professional

A real estate professional, who is well-versed in probate, conservatorships, and trusts, can be an indispensable resource to those who are dealing with the loss of a loved one and their estate. This course will provide an overview of probate fundamentals for REALTORS® and investors and will discuss the probate sale process.

What you'll learn:
  • Probate court confirmation and the overbidding process
  • How to protect and maximize your probate commission
  • Appraising the probate home
  • When and how to sell real estate under a conservatorship and living trust
  • Differences between a revocable vs. irrevocable trust
  • How to avoid property tax reassessment upon death of the property owner
  • How to avoid capital tax gains by vesting title properly
  • Could the state take my home if I go on Medi-Cal?
  • Recently Passed Proposition 19 - How it Affects Inherited Home Property Taxes via a Living Trust & Probate 
This class is not designed to provide certification; no certificates will be issued upon completion of the course.

Upcoming sessions

August 09 in Online Webinar: 10:00AM - 11:00AM
November 05 in OC REALTORS® Laguna Hills: 10:00AM - 11:30AM

Instructors