What is an estate account? and its role in the disbursement of funds to beneficiaries

Horizon Real Estate & Probate and Trust Help
Horizon Real Estate & Probate and Trust Help
7 هزار بار بازدید - 3 سال پیش - 619.741.0111 [email protected] DRE
619.741.0111 [email protected] DRE#01218310 You're probably here because you're wondering about all the aspects of handling a probate property. One very important part of this is the estate bank account and the distribution of estate to beneficiaries. As a San Diego probate real estate expert I receive countless real estate questions about disbursement of funds to beneficiaries and the estate account which is why I'm sharing key tips and tricks for handling the estate funds with you today. 00:00 Intro 01:24 Commingling of funds 02:41 paying bills, and maintaining the house 03:26 What you'll need to open the account 03:47 The EIN#, watch my other video here:    • What is a Tax Identification Number |...   04:12 Why you SHOULD open an estate account! 05:55 Outro Here at Horizon Real Estate we care about helping you, as the estate executor, administrator or trustee. We want you to feel comfortable throughout the probate process, and to help you get the most money quickly from your estate house or trust property. ___________________________________________________________________________________ Have a probate house or house in a trust and need guidance on how to prepare and sell? Think of this channel as your real estate resource. If you’re an executor or administrator and want a free copy of my book "What To Do When You’re Responsible For Real Estate A Loved One Leaves Behind" Or, if you’re a trustee and want a free copy of "Exactly What To Expect As Trustee For Real Estate A Loved One Leaves Behind" simply call my office at 619-741-0111. I’m a full time REALTOR in San Diego, California with Horizon Real Estate. I’m an expert at helping executors, administrators and trustees with probate houses and houses in a trust. A wife, mom to three grown sons and a daughter, plus She-she (that’s my grandma name) to the two cutest, smartest and busiest kids. AGENTS – Interested in becoming a Certified Probate Real Estate Advisor? Visit www.ProbateBiz.com LET’S BE FRIENDS! BLOG - probateandtrusthelp.com/news/ FACEBOOK - www.facebook.com/YourRealEstateAnswers/ PINTEREST - www.pinterest.com/brokerkimward/ INSTAGRAM - www.instagram.com/probateandtrusthelp/ TWITTER - twitter.com/brokerkimward LINKTREE - linktr.ee/ProbateAndTrustHelp So happy and grateful for your subscription to my channel. Big thanks for watching, liking, and commenting! I am NOT a lawyer or tax professional. The presentations reflect my own understanding of the underlying subjects. However, the presentation is based on my professional experience in the field of real estate. The information contained herein should NOT be used as a substitute for the advice of an appropriately qualified and licensed attorney, tax professional or contracted real estate agent/broker. The information provided here is for informational purposes only. You should consult with a professional to seek legal advice regarding your exact circumstances. If you want to talk with me about San Diego real estate, fell comfortable calling me at 619-741-0111 or email me at [email protected] California DRE license #01218310
3 سال پیش در تاریخ 1400/07/19 منتشر شده است.
7,020 بـار بازدید شده
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