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This Probate Certification course provides a thorough exploration for real estate agents and investors seeking to successfully assist homeowners in probate transactions.
This class is normally $125 / PSAR is offering it at $79
Friday | May 26th
9:30 a.m. - 12:30 p.m.
via Zoom
REGISTRATION CLOSED AT 11:30am on May 24th
Here is a video introduction for the class from the instructor:
This certification provides a comprehensive overview of the probate process for real estate professionals seeking to represent sellers or buyers in probate transactions, as well as investors looking to purchase probate properties.
Each of the 5 chapters in this course focuses on a specific probate-related topic. The material is presented from the real estate professional's point of view but with the experience and knowledge of seasoned probate attorney and State Bar Certified Specialist, Paul Horn.
Course topics:
| • The Purpose of Probate | • Which necessary legal documents are used in probate |
| • 9 exceptions to Probate | • Factors affecting homeowner's tax obligations |
| • Inventory and Appraisal | • Estate taxes, Capital gain, and California property taxes |
| • Orders for probate and letters | • Parent-Child/Grandparent-grandchild transfer exclusion |
| • Different ways of holding title | • Change in Ownership Statement – Death of a real property owner |
| • The sale of real property in probate | • How homeowners' choices determine whether a probate is needed |
| • Full authority vs. limited authority | • Various marketing techniques to assist with probate prospecting |
In general, a Probate occurs when a homeowner dies without a trust and by default leaves a home to an heir. This means (in many cases) that an estate attorney or representative may need to help family members sell the property. Of course, these scenarios can vary widely which is where this course becomes valuable. For example, the first chapter examines when a Probate sale should occur.
As you progress through the course, you will discover why certain probate cases take longer (full authority vs. limited authority). This understanding will help you maximize your commission in a probate listing as well as guide you through the probate purchase process.
Upon completing the final exam for the course, you will be eligible to receive a certification from C.A.R. as a Probate Property Specialist.
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Need to reschedule?
You may transfer to a future LearnMyWay® session without penalty at any time up to two (2) days prior to your course. We allow one reschedule per course. If you provide C.A.R. Education with less than a two-day notice or fail to attend, you will be liable for the entire course fee.
Second and subsequent reschedules will result in a $15.00 processing fee per reschedule. All rescheduling requests must be sent to education@car.org and include the order number associated with the purchase of the course.
Cancellation and refund policy
You may cancel a course without penalty at any time up to two (2) days prior to your course. Those who book within two (2) days are not eligible for cancellation or refunds. To cancel, please send an email to education@car.org and identify the name of the course and include the order number associated with the purchase of the course. Refunds will be issued in the same form of payment that was made.
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PSAR's mission is to empower real estate professionals.
Since 1928, the Pacific Southwest Association of REALTORS® has played a significant role in shaping the history, growth & development of the Real Estate industry in San Diego County.
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Matthew is a financial advisor that enjoys helping people, and it shows in the fact that he has conducted hundreds of educational workshops over the years. These workshops cover various retirement planning topics, including "How To Maximize Social Security Benefits" and "Understanding the Different Types of Annuities," just to name a few. In addition, he emphasizes the importance of having a living trust and understanding the benefits it brings to yourself and your family, such as protecting your loved one's privacy, avoiding probate, and many more.
Troy is a retirement planner in San Diego, CA., who enjoys helping people plan for their present and future. He graduated with honors from SDSU with a degree in Accounting. Working in the sports industry as a corporate controller, he spent several years planning finances in the corporate world. Troy graduated Cum Laude from Law School. As an attorney, he represented several athletes, doing everything from endorsement deals to contract negotiations. 
Lunch provided by 
