San Diego Probate Property Sale – Case Study The Challenge Janis was appointed as the estate representative for her Uncle’s estate which included three houses on one San Diego lot. Janis’ attorney recommended Horizon Real Estate because of the help that her clients had experienced through probate and trust administration sales. An initial consultation meeting…
CASE STUDY PROBATE AND TRUST HELP The Challenge The brother of Susan and Bill passed away in 2010 leaving a condominium near UCSD and his personal property to the two of them and another sibling. Susan and Bill were appointed as co-administrators of the estate, which had to go through probate. Their attorney, Cheryl Tannenberg,…
To view a 45 second video of Jacquie Clites, click on her name in the above title: Jacquie is an attorney in San Diego. She was introduced to Kim by Attorney Rod Herring. Kim and Jacquie worked together by assisting estate representatives with trust and probate. When it was time for Jacquie to buy her…
Case Study – Real Estate Trustee The Challenge Nancy, who lives in Atlanta, Ga., was appointed real estate trustee for her aging aunt’s trust. The trust included her aunt’s personal property and a home in San Diego. When her aunt passed away, she was notified of the death by attorney Charles Scott and shortly…