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Navigating Probate/Trust Real Estate Sale Documents and Title Issues (MP3)


Self-study hours are logged by the listener and the one page list is kept in an MCLE compliance folder. The log requires a listing of each program title, the program's approved MCLE provider name, program length, and whether or not that program contains mandatory subfield credit (legal ethics, elimination of bias, or prevention of substance abuse.)

Participatory hours require a proctor (any adult who is not simultaneously using the same program for participatory credit) to complete and sign documents accompanying each participatory program. Those completed and signed documents are subsequently returned to Versatape and individual certificates of compliance are prepared and returned to the listener to be filed in a MCLE compliance folder. Versatape will also keep a copy of the certificates of compliance on file. If audited the State Bar will be looking for a copy of those completed certificates of compliance and a copy of the self -study hours log.

Note: Please note MCLE audio program hours listened to in excess of 25 hours in a 3-year compliance period cannot be carried over into the next 3-year cycle.

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How They Work

In this March 7, 2017 program our speaker and program materials discuss the following:

Discuss the then and now CAR documents required in Probate, Trust and Conservatorship sales

  • Listing forms then and now
  • Listing agreements
  • Representative capacity agreement
  • Exempt seller disclosure and other reports
  • Suggested contract templates to protect your client
  • Suggested probate purchase agreement templates
  • Trust Sale: Residential purchase contract used suggested templates
  • Clearing messy Title issues prior to sale

Program materials included. Speaker: Anngel Benoun, Recorded March 7, 2017. MCLE credit: 1 hour

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  1. Good - but dated 4 Star Review

    Posted by on 22nd Sep 2018

    Some of the forms discussed have been updated since this program was taped