How we serve
We can be named in your estate plan ahead of time, appointed by a court, or brought in by family or an attorney when a need arises. Every role below is one a California Licensed Professional Fiduciary is authorized to fill.
Trustee & successor trustee
When a trust needs a neutral, experienced hand, whether you're planning ahead or a trustee has stepped down.
- Accepting the trusteeship and notifying beneficiaries
- Locating, securing and valuing trust assets
- Paying expenses and coordinating tax filings with your CPA
- Managing or selling real property
- Regular accountings to beneficiaries
- Distributions according to the trust's terms
We also serve as trustee of special needs trusts, managing distributions carefully so the beneficiary's public benefits stay protected.
Estate administration (executor / personal representative)
When there's a will, or no plan at all, and the estate must go through probate.
- Working with probate counsel on petitions and court filings
- Inventory and appraisal of estate assets
- Paying valid debts and final taxes
- Distributing the estate under court supervision
Conservatorship of the person and/or estate
When an adult can no longer safely manage their care or finances, and the court appoints a professional.
- Coordinating with counsel on the petition, bond and inventory
- Arranging safe housing, medical care and daily support
- Managing income, bills and assets
- Required court accountings and reports
Agent under power of attorney & healthcare directive
When you'd rather name a professional than burden a family member, or when family lives far away.
- Financial decisions and bill paying on your behalf
- Healthcare advocacy that follows your directive
- Coordinating with doctors, care managers and facilities
Daily money management
For people who are still in charge of their own lives but want help with the paperwork.
- Bill paying and budgeting
- Organizing mail, statements and records
- Monitoring accounts for fraud and scams
Not sure which role fits? That's what the first call is for.