As the Executor of Estate I act on behalf of that estate. When appointed, I am responsible for finalizing the affairs, paying the debts and taxes, assembling and distributing the remaining assets and/or property to the persons or organizations outlined in the decedent’s estate plan or will. The fiduciary as the Administrator of the Estate is a person appointed to act on behalf of the estate when a person dies without a will or living trust, or when a person dies with a will, but the named executor is unable to execute their duties, declines the appointment as executor, or is removed by the court.
Executor of Estate
Every Trust must have a Trustee. A Trust is a written document that outlines the financial issues or wishes of the individual writing the trust. Each Trust needs a Trustee, and as Trustee I must follow the instructions of the Trust and execute the wishes and guidelines provided within the Trust. As Trustee, I have a duty to execute the directions in that Trust down to the letter. I handle each Trust as a unique document, following the directions as they appear in the Trust.
Special Needs Trusts
One common type of Trust that I often handle are Special Needs Trusts (SNT’s). SNT’s are designed to protect the public benefits of the beneficiary while providing for those who have special physical, mental health, emotional or other disabilities or requirements. As directed by your trust, we professionally manage, administer, and safeguard the assets held in the trust. As a licensed California fiduciary, offering SNT fiduciary services, I report to the beneficiaries, file tax returns and make distributions per the instructions in the trust. I prepare court accountings and take responsibility for the investment assets.
Conservator of the Person
As a Conservator of the Person, we help clients with chronic medical concerns and end of life issues. In addition to dealing with Doctor’s offices and coordinating with Healthcare plans and managers, we can assist with living arrangements and ongoing care monitoring. I will engage in ongoing advocacy on behalf of client insurance matters, obtaining benefits, reviewing policies, and applying for and following through on claims. As Conservator, I will oversee living and medical care needs. As in other fiduciary services, I will always advocate on behalf of our client in their best interest.
Conservator of the Estate
Conservator of the Estate – A Conservator is appointed by the probate Court to handle the financial affairs of a person who can no longer do so. As a Conservator of the Estate, I will locate and take control of assets, including opening bank, brokerage and other investment accounts, and managing investments, accessing safe deposit boxes, and dealing with judgments and creditors. I will also maintain accurate, detailed fiduciary records of all transactions and the decision-making process.
Powers of Attorney Agent
A Powers of Attorney (POA) is a signed document outlining Powers an individual would like to give to another individual or entity to carry out the financial responsibility of ones self. Fiduciaries will carry out the responsibility of acting as the POA. I have acted as the attorney in fact for many individuals with excellent satisfaction.