The Problem Your Clients Face
"Your client is an executor, trustee, or heir."
"The estate has real property with significant equity."
"But the estate needs cash now — for taxes, legal fees, repairs, or heir buyouts."
"Traditional banks won't lend to a probate estate or trust in transition."
"We will."
Who We Work With
Probate Attorneys
Your client's estate has real property but needs liquidity during administration. We bridge that gap fast and cleanly.
Estate Planning Attorneys
Trust administration often requires real estate financing. We work with trustees and successor trustees on equity-based loans.
Fiduciaries & Administrators
Professional fiduciaries managing estates with real property can refer clients directly. We move fast and communicate clearly.
Realtors & Title Companies
If your client needs bridge financing before they can list or close — we are the fast, reliable solution.
What We Offer Your Clients
Loan Types:
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Inherited property bridge loans
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Probate estate loans
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Trust transition loans
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Heir buyout financing
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Property cleanup and repair loans
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Tax and legal fee advances
How We Work:
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Equity-based — no income or credit requirement
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Close in 7 to 14 days
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Work directly with estate counsel
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Close through licensed title company or attorney
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No personal guarantee in some cases
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Up to 50% of as-is property value
Why Attorneys Refer to Us
We Move Fast
Your clients are under pressure. We review deals quickly and give straight answers. No runaround.
We Work With Counsel
We do not compete with attorneys — we support them. We coordinate with estate counsel on every loan and keep communication clear.
We Are Conservative
Maximum 50% LTV. 1st lien only. Title insurance required. We protect the estate asset — not just our loan.
How the Referral Process Works
Step 1:
You identify a client who needs real estate liquidity
Step 2:
You refer them to us or submit the referral form below
Step 3:
We review the property and situation — usually within 24 hours
Step 4:
We fund the loan and keep you informed throughout the process
Referring Party: Estate attorney
Property: Single family probate estate
Location: West Coast market
As-is Value: $500,000
Loan Amount: $225,000
LTV: 45%
Situation: Estate owed back property taxes and attorney fees. Probate was still open. Traditional lender declined. Attorney referred client to USA Private Money.
Result: Funded in 11 days. Attorney kept informed throughout. Estate resolved successfully.
Referring Party: Estate attorney
Property: Single family probate estate
Location: West Coast market
As-is Value: $500,000
Loan Amount: $225,000
LTV: 45%
Situation: Estate owed back property taxes and attorney fees. Probate was still open. Traditional lender declined. Attorney referred client to USA Private Money.
Result: Funded in 11 days. Attorney kept informed throughout. Estate resolved successfully.
Referring Party: Estate attorney
Property: Single family probate estate
Location: West Coast market
As-is Value: $500,000
Loan Amount: $225,000
LTV: 45%
Situation: Estate owed back property taxes and attorney fees. Probate was still open. Traditional lender declined. Attorney referred client to USA Private Money.
Result: Funded in 11 days. Attorney kept informed throughout. Estate resolved successfully.
What We Never Do
"We never go around counsel."
"We never pressure your clients."
"We never take equity positions or ownership stakes."
"We are a lender — secured by real estate, paid off at closing or sale. That's it."