Resources

Material built for the way attorneys work

Skimmable, printable, forwardable — and nothing here requires an email address to download.

The Trust & Estate Lending Menu

All twelve scenarios on one printable page: the fact pattern, the structure, the timing. Generated from the same source files as this site, so it never drifts out of date.

Status: in production — arrives with the scenario finder.

The scenario finder

Four questions — occupancy intent, income situation, title position, existing mortgage — and it points at the recommended structure. Runs entirely in your browser; stores nothing.

Status: in production.

For your clients

The consumer side of this practice, written for heirs and families: inheritedhomeguidance.com — options after inheriting a home, Prop 19 basics with a deadline calculator, and a plain-English answer library. Every scenario page here links its client-facing counterpart.

Need an answer before the PDF exists?

The scenario pages carry everything the menu will condense — or skip the reading and send the fact pattern.

Send a scenario (949) 244-6405