Not a loan to you
The company advances against what the heir is expected to receive. There is no monthly payment to you. The company charges a fee instead of interest. Shop terms. Ask your probate attorney.
For heirs, attorneys, and fiduciaries · Not a loan
Pick the right attorney — not the one who asks for the smallest retainer. A probate advance is not a loan. There is no monthly payment to you. Cash can cover attorney fees, filing, and expenses while the estate is still in court.
Bill Gross is a broker, not a lender. He has worked with California attorneys, executors, and heirs since 1986. He connects heirs and counsel with probate-advance companies. He can help you get started with no up-front funds by advancing an inheritance and, where it fits, lending to the estate — so you can pick the best attorney, not just the one that requires the least up front.
How this works
The company advances against what the heir is expected to receive. There is no monthly payment to you. The company charges a fee instead of interest. Shop terms. Ask your probate attorney.
He introduces heirs and counsel to third-party companies. Those companies set eligibility, documentation, fees, and timing. Bill is not the lender. How he is paid, if at all, is disclosed before you proceed.
Typically the estate is in probate and the heir is legally entitled. Will or court papers are required. This is useful when an heir must cover debts, taxes, attorney fees, or personal expenses during a long probate — not a promise of any amount or speed.
When people call
No invented dollar figures. These are the situations families and counsel actually bring.
An advance is sometimes used so an heir can hire counsel, file, or keep a specialist on the file — instead of waiting for an estate that has not paid out yet.
The point of this page is to pick the right attorney, not the one who asks for the smallest retainer. Cash to cover fees is the mechanism. The legal work still belongs to counsel.
Bonding problems stall administrations. An introduction to an advance company does not replace a bond producer — it can put money on the table so the estate can keep moving while that is sorted.
Bill’s first conversation is triage: is there real property, is a petition filed, who has authority, and is an advance even the right tool. He has sat with California heirs since 1986.
Fiduciary banking is its own desk. An inheritance advance is not a bank account. It is a way to cover costs while the estate is still in court.
Occupancy fights and multi-state estates are why people get stuck. Sometimes the file needs counsel to monitor a personal representative, or a partition path. An advance can fund that work. It does not settle the fight by itself.
Confidential intake
Attorneys and fiduciaries may fill this out on behalf of an heir. The form emails Bill at bill@thelaprobateexpert.com. Or skip it and book a probate-advance call.
Bill Gross, The LA Probate Expert. California real estate broker since 1986. Not a lender.