Services

Working with a professional fiduciary means you have someone who is familiar with the work and responsibilities of administering and managing a trust or an estate.  A professional fiduciary is also a neutral third party who can handle matters when family members or friends are unable to do so due to complicated family dynamics, health reasons, or they decline to serve.  As your fiduciary, I will focus on carrying out your wishes, as expressed in your estate planning documents, with the utmost care, integrity, and confidentiality.  If you have any questions, or would like to discuss anything further, please do not hesitate to contact me by phone or email.


 

Successor Trustee.

A Successor Trustee is a person named in a trust to assume the role of trustee when the current trustee is no longer able or willing to serve. 

  • Inventory, control, and protect trust assets

    • Have assets appraised, if needed

  • Administer the trust as a prudent person would, according to the terms of the trust and applicable state law, in the best interests of the beneficiaries and impartial to all beneficiaries

  • Properly and prudently invest trust assets

  • Provide accountings to beneficiaries, pursuant to the terms of the Trust and the California Probate Code

  • Maintain regular communication with beneficiaries

  • Meet with professionals, as needed, in the administration of the trust, including financial advisors, real estate agents, accountants, attorneys, and appraisers

  • Liquidate assets, as needed, or as directed by the terms of the trust

  • File all necessary tax returns

  • Distribute trust assets according to the terms of the trust


Power of Attorney for Finances.

  • Manage the financial matters of another person, usually upon their incapacity, for non-trust assets.  Services may include bill payment, overseeing financial accounts, and preparing and filing tax returns.


Executor of the Estate.

An Executor is named in a person’s will and has the responsibility of administering the deceased person’s estate.  

  • Inventory, control, and safeguard estate assets

    • Have assets appraised, if needed

  • Maintain regular communication with beneficiaries

  • Liquidate assets, as needed, or as directed by the terms of the will

  • Pay debts of the estate

  • File all necessary tax returns

  • Prepare final accounting for the beneficiaries 

  • Distribute assets to the beneficiaries in accordance with the terms of the will

Bill Payment/Management of Finances

  • Assist clients who no longer feel comfortable, or who would just like some assistance, with managing their own finances.