Loans to Trusts Estates – PB Financial Group

Trust & Estate Loans

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The California Resident's Guide to Trust & Estate Loans

The Ultimate Guide to Prop 58 Loans & Loans for Estates And Trusts

Access Your Inheritance

Are you looking for assistance with getting a California Proposition 58 loan or with financing using your trust or estate inheritance? We get it! Finding a loan can be tough, and it’s even harder when you’re working through complicated laws and regulations.

With PB Financial Group, all of the difficulty with loans for trusts and estates goes away. Our team takes the complication and guesswork out of the process and helps you to get the money you deserve from your trust fund or estate inheritance.

Give us a call and start your loan process.


How We Work

Getting access to the funds you deserve shouldn’t be complicated. In fact, it should be relatively quick and simple. That’s why our team is here to help guide you through the process. With PB Financial Group, you’ll be able to easily finance your attorney cost, estate costs, start a business, payout siblings, and close out a trust or estate.

Our simple, four-step process makes getting access to your funds an easy process. Get started and take control of your inheritance with easy trust loan assistance form PB Financial Group.

Low Tax, High Returns

When you partner with the team at PB Financial Group, our goal is to get you the money you’re entitled to. We’ll work with you to take advantage of California Pop 58 loans so that you can cut back on taxes and get the highest possible loan amount.

Immediate Cash Availability

With PB Financial Group, you don’t need to take years to take advantage of your trust fund or estate inheritance. Instead, you get immediate access to your cash through loans for trusts and estates. We’ll give you an amount of cash that is equal to your assets or inheritance so that you’re able to truly enjoy the funds that you’ve received.

Save on Property Taxes

Let’s face it, property taxes take a chunk out of your hard-earned money. And there’s nothing more frustrating than being given a bountiful gift only to have to give half of it away in property taxes. Through California Prop 58 Loans, our team helps you to secure your estate and trust funds while getting ahead of property taxes. Take care of these payments now so that in the future you don’t have to worry about them.

Full Legal Compliance

California is full of legalities and laws surrounding loans for trusts and estates. Our team at PB Financial Group takes care of you through every step of the process to ensure that you are legally in compliance with the laws of the state. We’ll make sure that every California resident is able to access his or her funds all while being in full legal compliance.

A Team That Knows Your Loans

If you’re an inheritance trustee seeking help with the distribution of your trust, we’re here for you. Our team fully understands how to assist you in accessing your loan on a non pro-rata distribution basis. We’ll work with you to help you better understand the loan process and to ensure that you’re receiving the funding you deserve.

The team at PB Financial Group fully understands the ins and outs of navigating California’s Proposition 58 legislation so that you’re able to take advantage of your inheritance and truly appreciate your bestowment. Partner with a team that knows your loans inside and out and that is able to help you gain the most value out of what you’re seeking.

We’re standing by to help you get started. Simply give us a call and we’ll get to work helping you access your cash and transform your life with your new Prop 58 Loan.

Call us at 877-700-3703 and let’s get started with your loans for trusts and estate today.

Tried & True Loan Providers

Taking out a loan is a big deal, and it shouldn’t be done with just any company. PB Financial Group is a trusted team of loan officers who fully understand all the legalities of trust loans in California as well as the nuanced world of Prop 58 Loans and more.

With experience working in 58 different California counties, our team understands the ins and outs of taking out loans for trusts and estates in California. We’ve worked with countless partners to provide them with the loans that they need and to help them gain fast access to the cash they’re entitled to. Work with our expert team today.

Upfront Loan Service Pricing

Every loan is different. The processing speed, application, and receipt of funds all depend on the person applying for the funding. Figuring out how all those details will affect your loan and what your options are takes work, and that’s what our team is here to help with.

Our pricing structure is straightforward and honest. We make sure to base our fees off of the services that you’re looking for, the amount of the loan, and other factors that reflect your borrowing history. You don’t need to worry about hidden fees or additional costs; we make sure to explain everything about our pricing right in the beginning of the process so that you know exactly what you’re getting into.

You Don’t Pay Until We Close Your Loan!

Give our team a call now and we’ll help you with a quote that fully encompasses everything you need for your Prop 58 Loan.


The PB Financial Promise

Your money matters. At least, that’s what we believe here at PB Financial Group. Our promise to you is that you’ll be 100% satisfied with our services and that you’ll be given the cash that you need in a time frame that makes a difference.

Start Your Loan Application

It’s time to get started with a Prop 58 Loan or a loan for trusts and estates that gives you access to the cash you deserve. Reach out to our team and get started with your loan application form today!