Services

Trust Administration & Estate Planning Services

Professional Trustee

The Trustee acts as the legal owner of trust assets, and is responsible for handling any of the assets held in trust, tax filings for the trust, and distributing the assets according to the terms of the trust through administration.

Professional Executor

The Executor is someone named in a will, or appointed by the court, who is given the legal responsibility to take care of a deceased person's remaining financial obligations. This means taking care of everything from disposing of property to paying bills and taxes.

Estate Administration Services

As the Professional Fiduciary, we can assist the Successor-Trustee/ Executor with the process of carrying out the wishes/plan of the creators of the trust or will when the creator(s) of the trust or will have become incapacitated or passed away.

Fiduciary Services

Court Appointed Guardian and Conservator Services

A conservatorship is a court proceeding where a judge appoints a responsible person or organization (called the “conservator”) to care for another adult (called the “conservatee”) who cannot care for himself or herself or manage his or her own finances.

Estate Management and Care Planning

As a Professional Fiduciary we can assist you develop an overall plan for management of your property and employees of your estate. These plans include scheduled maintenance and management of your property,  scheduling any skilled nursing or caregivers one may need as well as coming up with a comprehensive care plan with your medical professionals.

Agent Under A Power of Attorneys for Health Care Decisions

As the Professional Fiduciary Agent, we can make medical decisions, sign consents and/or releases with hospitals and/or doctors in the event you are unable to make a medical decision for yourself.

California Notary Public

We offer licensed and bonded Notary services with over a decades experience.

Financial Services

Veterans Administration and Social Security Administration Payee Services

As a Representative Payee, receive and manage benefits on behalf of an incapable or legally incompetent beneficiary of Social Security, SSI, Special Veterans or other sources of fixed income.

Agent Under A Power of Attorneys for Financial and Personal Affairs

As the Professional Fiduciary Agent, we can make financial  and personal decisions for you in the event that you are no longer able to. This would include daily/monthly bill paying,estate and investment and money management.