Close Probate

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General Company Information

  • Website: https://closeprobate.com
  • Market Coverage: Primarily serves heirs of probate estates, beneficiaries of wills, and trust beneficiaries in California.

CloseProbate.com specializes in supporting individuals navigating the complexities of inheritance and probate processes. Their focus is on providing inheritance advance solutions to help clients access their funds quickly and efficiently.

Services/Products Offered

CloseProbate.com offers two primary solutions for heirs and beneficiaries:

  1. Inheritance Cash Advance
    • Provides a cash advance of $5,000 to $100,000 based on your inheritance.
    • Requires a minimum inheritance value of $17,000.
    • Funds are typically available within 7–10 days.
    • Not a loan – no monthly payments are required. Funds are repaid from your portion of the estate later.
  2. Selling Your Full Share of the Inheritance
    • Allows clients to sell their entire share of inheritance.
    • Terms depend on the current value of the inheritance.
    • Offers options tailored to probate estates and trusts without restrictive clauses.

Additional Services

  • Buy-Outs and Work-Outs: Assists in structuring agreements that allow one or more heirs to buy out others. Flexible options for partial upfront payments and balance disbursed over time.
  • Consultation Services: Provides free consultations for individuals to ask probate-related questions and receive advice on specific situations.

Benefits of Their Services

  • No job or credit references required.
  • Funds can be used for any purpose without restrictions (e.g., paying debts, covering moving expenses, or purchasing a car).
  • Avoids the delays often associated with probate processes.

Financial Information

  • Advance Limits: $5,000 to $100,000.
  • Eligibility Criteria: A minimum inheritance value of $17,000 is required.
  • Repayment Terms: Funds are repaid from the final distribution of the inheritance. No monthly payments apply.
  • Costs: Pricing is based on factors such as the amount of the advance, case complexity, and estimated repayment timeline. Costs typically range from 25% to nearly 50% of the advanced amount. Discounts are available for fast repayment.

Application Process

CloseProbate.com makes applying for inheritance advances straightforward with these steps:

  1. Start Online:
    Click the “Get Started” button on their website and complete the online questionnaire. Having your probate documents ready will speed up the process. No personal details are required initially, and there’s no obligation.
  2. Free Consultation:
    Schedule a consultation with a probate professional to discuss your situation and receive guidance tailored to your needs.
  3. Documentation:
    Submit any required supporting documents for review.
  4. Sign and Submit:
    Once terms are agreed upon, sign and return the paperwork.
  5. Receive Funds:
    Funds are transferred to you, generally within 7–10 days or faster.

CloseProbate.com aims to help clients avoid the long waits of probate while providing clear, accessible solutions to meet immediate financial needs. Their streamlined process and customer-focused approach make them a valuable resource for California heirs and beneficiaries.

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