HCS Equity - Carmel (CA)

5 /5 Dennis Scott: I had the privilege of working with Ben on a transaction recently in Santa Cruz, and I was so fortunate that he dealt with the financing for my buyer. He made the process so easy and smooth and he was able to overcome challenges through throughout the transaction that I don’t think any other lender would have been able to do. I look forward to working with him again on many more transactions in the future!

5 /5 Stacy Smith: HCS Equity was phenomenal handling our trust loan process. I cant recommend this private money lender highly enough. Ben Heilig not only walked us through the entire process but also Prop 19 guidelines. Given that it is hard to find experts on this topic, working with Ben at HCS Equity was exactly what my family needed. Additionally, he was always highly professional, kind and listened thoroughly to all of my questions. No question seemed too small or inconsequential to ask in the process. All emails and phone calls were promptly returned on the same day as any inquiry. Overall, I give HCS Equity my strongest recommendation to anyone going through the Prop 19 process with a family trust. I would utilize this company again without reservation. Thank you Ben for going above and beyond with this whole process!

5 /5 Susan Burke: I needed to obtain a loan to my mothers trust in order to equalize an estate between siblings and to utilize the parent child property tax exclusion. I called HCS equity and talked to Ben. Right away I felt like I was talking to the right person. He understood exactly what I needed to do and emailed a clear and detailed order of operations specific to my situation. Over the course of the two months that the distribution details were being finalized, he answered all of my emails and phone calls with such kindness, patience and responsiveness. As soon as all my paperwork was complete, the loan was available within about a week. I would highly recommend HCS equity. Ben was so very helpful and such a pleasure to work with.

5 /5 Teri Rodgers: There are many challenges that caregivers face, when trying the best to take care of our elderly loved ones. Securing financing to pay for expensive in home care is one of those challenges. I found HCS Equity through my trust attorney, and I am glad I did. From my first conversation with Ben Helig, I knew I had found the right place. Ben is very knowledgeable, patient, and clear. He answered all of my questions, and made the transaction very seamless. I certainly would recommend Ben as a trusted source of financing. Thank you, Ben!

5 /5 James Ziegler: Trusts and trust loans were new territory for me, I wasn’t even aware that a loan could be taken out against a trust. It turns out that I did need a short term loan to buy out a sibling and maintain the parent-child property tax reassessment exclusion. My estate lawyer referred me to Ben Heilig at HCS Equity and I could hardly believe how quickly he was able to put everything together. Ben was always available to answer my many questions in ways that made complete sense. He was friendly and patient. I was extremely impressed with Ben and HCS Equity and highly recommend them.