Areas of Practice

Real Estate

 

We help property owners sell or purchase real estate without the need of a Real Estate Agent.

Our services include the following:

  • Draft the purchase agreement (contract) for seller and buyer.

  • Create all necessary disclosures and reports for the seller as required under California law.

  • Assist with opening escrow with local title company.

  • Help with inspection scheduling, reviewing inspection reports, making recommendations based upon the inspection reports.

  • Work with buyer’s lender to make sure appraisal is scheduled, loan conditions are met and loan documents arrive on time for close.

  • Help with removing buyer’s loan, appraisal, and inspection contingencies within the time frames of the contract.

  • Overseeing the entire transaction from start to finish.

  • Unlimited consultation with clients.

  • Our fee is paid through escrow and only if escrow closes successfully.

We are able to service our clients virtually, giving us the ability to represent clients all throughout the state of California.

Privity Legal Group represents sellers, buyers, property owners, investors and landlords in all real estate transactions.

Estate Planning

 

Privity Legal Group understands the importance of an estate plan and provides estate planning services for estates of all sizes. For many families protecting their primary residence is their main concern, or perhaps, the goal for a family may be to preserve wealth for future generations. Regardless, PLG is dedicated to preserving the hard earned assets of our clients. Each family is unique and each family has its own goals and desires. PLG can effectively guide you from the initial planning process till all necessary documents have been drafted and finalized. The need for an estate plan is extremely important, as an effective estate plan provides for the distribution and management of your assets upon death, in addition to addressing future needs if you are no longer able to take care of yourself.

Not having an estate plan in place at the time of your death gives the state of California control over how your assets will be distributed upon your death. Further, if you do not have an estate plan, your estate will be required to enter Probate.  Probate is a court procedure that oversees the transfer of assets in a person’s estate after death.  Probate is an expensive and time consuming process. A typical Probate takes 9 months to 2 years or more.  For an estate worth $1,000,000 the cost of Probate will be $23,000. For larger estates, the cost of Probate is even greater. 

An estate plan avoids the Probate process by placing the distribution of the estate outside the court system which can save a family time and money. Further, an estate plan may provide tax benefits as certain devices can effectively minimize income, estate, gift, and generation-skipping transfer tax liability. For more information, contact ustoday.

PLG estate planning services include the following:

  • Revocable Living Trusts

  • Wills

  • Powers of Attorney

  • Advance Health Care Directives

  • Trust Administration

  • Probate