Our SERVICES
PROFESSIONAL FIDUCIARY SERVICES
We will accept appointments and serve as a Professional Trustee (including Special Needs Trustee), Conservator, Executor, Administrator, and Agent under an Asset Management Power of Attorney. Services in these capacities include the following:
Professional management of assets
Collection of assets
Inventory and valuation
Asset sales and reinvestment (if applicable)
Income collection and bill payment
All tax filings
Asset analysis required for resulting trust funding
Distribution per trust, will, or probate code
Care Management and Coordination
Coordination with care consultant and manager to generate a care plan
Review and monitoring of care and resource providers
Asset depletion analysis
Court-Supervised Appointments
Coordination with outside counsel
Preparation and service of legal notices
Preparation of mandatory court accountings and reports
Insurance bonding
In connection with these services, outside agents will be hired to assist in the professional management of securities, real estate, business entities, and disposition of personal property, as needed.
SERVICES FOR LEGAL PROFESSIONALS
We will assist legal professionals with all aspects of estate planning, trust administration and probate court case management. These services include the following:
Probate and Conservatorship Case Management
Preparation and filing of all documents
Monitor important court dates and deadlines
Prepare and serve all required notices
Assistance with asset marshalling
Assistance with real estate and personal property asset sales
Prepare and file all necessary court accountings
Coordination with outside professional appraisers, investment managers, care managers, brokers, and accountants
Trust Funding
Client consultation and asset review
Preparation of all documents necessary to transfer title to trust, including management and coordination of transfer process
Preparation of beneficiary designations and coordination with agencies to insure establishment of designation
Document Preparation
Deeds
Affidavits
Legal Notices
Assignments
Debt Instruments
Miscellaneous estate planning documents
ACCOUNTING AND FINANCIAL MANAGEMENT SERVICES
We will assist individuals who are serving in a fiduciary capacity (trustee, conservator, executor or administrator) with all necessary fiduciary accounting and record keeping services. These services will also extend to individuals not acting in a fiduciary capacity who may need assistance with routine financial management (outside of formal services under an asset management power of attorney). These services consist of the following:
Preparation of fiduciary accounting
Bill payment
Simple financial statement preparation and backup for tax filing assistance
Distribution analysis
Amortization schedules
Document organization and record keeping
CONSULTATION AND PLANNING SERVICES
We will consult with individuals to review existing estate planning documents and make recommendations for additional or follow-up services necessary. These services will enhance the financial management services advisors render to their clients. Referrals will be made to legal professionals if review and analysis renders additional legal work. These services consist of the following:
Review of existing estate planning documents including trust diagram and flowchart
Review of asset titling and beneficiary designation as it relates to existing estate plan
Analysis and projection regarding liquidity and distribution as it relates to existing estate plan