Trustee

As Successor Trustee we are neutral, impartial and follow the instructions of the Trust.  We bring a calming method of work and communication to the process of collecting the assets of the Trust, fulfilling obligations of the Trust and distributing the assets in a timely manner to the beneficiaries.

Personal Representative

As your Professional Fiduciary, we can be your Executor named in your Will or an Administrator that is appointed by the court to administer the estate.  We will settle and distribute the estate professionally, ethically, transparently and honestly.

Conservator Or Guardian

If you haven't made a Durable Power of Attorney and you have been determined by the Court to be incapacitated for either finances of healthcare, then the Court will appoint a Conservator.  Conservators have court-ordered authority and responsibility to manage the affairs of those who can no longer make their own decisions about finances or health care for themselves.

Estate & Asset Managment

Whether you want a professional fiduciary to perform bill pay for you and manage your finances, or you have a loved one who is no longer competent in performing these minutia of life, we can help.  We bring a wealth of knowledge managing large projects of up to $8 million.  We are confident that we can help you manage your financial needs.  We work only with Licensed Financial Planners to make sure that your trust is healthy and stable.

Agent Under Durable Power of Attorney

With a durable power of attorney you can us to handle your affairs after you become incapacitated. This document can be created by your attorney conferring either general power or power in certain limited circumstances. It can be created as a springing or immediate power of attorney. Because no judicial proceedings are necessary, you will save time and money and avoid the stigma of being declared incapacitated.  This is a very proactive document and can save your family much discomfort and hardship.

Estates With Firearms

We specialize in Estates with Firearms.  In our state of California, the laws are always changing which makes transferring firearms from the Trustor to the Beneficiaries difficult to manage.  We are familiar with firearms, and how to transfer them.  In addition, we can consult with one of the leading attorneys in California in this area to insure that we can utilize these assets to the fullest.

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You are our priority

We treat each of our clients as if they were our only client. When we are working on your behalf, that's all we are working on.  We don't multi-task. We don't take on more than we can handle.  We handle your Trust as if it's our only project at that time.

This way, we ensure that you get the attention that you deserve.