WE ARE REAL ESTATE SPECIALISTS FOR THE SENIOR COMMUNITY

The SRES® Designation demonstrates the necessary knowledge and expertise to counsel clients age 50+ through major financial and lifestyle transitions involved in relocating, refinancing, or selling the family home.

AS AN SRES® REALTOR, WE WILL:
• Provide you with useful resources and information
• Help you understand the potential financial situations and available financing methods
• Help you understand federal laws concerning 50+ buyers
• Inform you of housing options and amenities available
WE ARE PROBATE & TRUST SPECIALISTS
During Difficult Times, You Need A Trusted Expert

How To Determine If Probate Is Necessary
•••
01
LIVING TRUST
No probate needed
02
SPOUSAL PETITION
Not if there is no will and real property is left with surviving spouse or domestic partner and a Spousal Property Petition is filed
03
HEGGSTAD PETITION
If a homeowner takes the property out of trust the “Heggstad Petition” allows for the house to be put back into the trust to avoid probat
04
REVOCABLE TRANSFER ON DEATH DEEDS (RTOD)
No probate if beneficiary added to RTOD and other requirements met
05
JOINT TENANCY
Probate necessary if all joint tenants have passed away
06
C0MMUNITY PROPERTY & COMMUNITY PROPERTY WITH RIGHT OF SURVIVORSHIP
Could require probate
07
AFFIDAVIT RE REAL PROPERTY OF SMALL VALUE
If decedent’s property is worth less than $166,250, a probate is not necessary
08
PETITION TO DETERMINE SUCCESSION TO REAL PROPERTY ($55,425 TO $166,250)
Avoid a probate by filing Petition to Determine Succession to Real Property
The Probate Process
•••

Learn More About Our SRES® Services and Probate & Trust Services

310-459-7765
Email: Team@KleinListings.com