Instructor: George Lawrence
SBAOR Member Cost: $49
Non-Member Cost: $99
Time: 9:00am-1:00pm
Location: SBAOR Hall
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Keys to Closure - The Probate Process
Wednesday, November 15th, 2017

Help your clients when they need you the most after suffering through the loss of a loved one. Handling the estate of a person who has died can be overwhelming. And very often the sale of real estate is involved.


In this four (4) hour course you'll gain a general working knowledge of the procedures involved in real property sales that are subject to the California Probate Code (CPC).

How you benefit from taking this course:

Recognize the distinct differences in listing, marketing and selling a real property subject to the probate process.


Understand the basic elements of the probate code


Prepare and explain the C.A.R. Probate Listing Addendum and Advisory (form PLA) and the C.A.R. Probate Purchase Agreement and Joint Escrow Instructions (form PPA).


Prepare and explain the C.A.R. Representative Capacity Signature Disclosure forms (forms RCSD-B (buyer) and RCSD-S (seller).

This course covers:

The definition and purpose of Probate

Non-probate transfers

Life Estates

Jurisdiction for Probate

The Court process

General administration

Personal Representative duty and liability

Inventory and appraisal

Taxes

Probate property listing and sales process

Conservatorships




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