Browse Our Services

Trustee

  • Trust Administration & Management
  • Court-appointed & Special Needs Trusts
  • Marital Trusts
  • Irrevocable Trusts
  • Pet Trusts
  • Marshaling of Assets
  • Risk Management
  • Investment of Corpus according to the Prudent Investor Rule
  • Court Inventory & Accounting
  • Taxes
  • Productivity of trust property

Have a temporary need for a Successor Trustee while you recuperate?


Family members not agreeing on actions of a family trustee?


As a family trustee, do you feel overwhelmed by your responsibilities?


Understand everything expected of you in your role as a trustee?


Want to make sure your family member and pet is well loved and provided for when you depart?

Contact Us

Administrative Agent

  • Executor of  the Estate
  • Agent under Power of Attorney
  • Conservator of the Estate
  • Authorized Representative & Payee
  • Mandated Abuse Reporting

Family upset over your choice of Executor?


Need someone not-biased to carry out your affairs?


Need someone with professional certification to handle your family member's affairs when you cannot?


Tired of dealing with government bureaucracy, and want someone experienced to deal with it?

Contact Us

Other Services

  • Medi-Cal Consulting & Application
  • Medi-Cal for long term care Consulting & Application
  • Veteran's Administration Housebound or Aid & Attendance application
  • Public Benefits Consulting
  • Bill Payment Services
  • Consultant to family members carrying out a fiduciary role for a loved one

Trying to figure out how your loved one can benefit from Medi-Cal's long term care coverage?


Need help applying for Medi-Cal, or need an Authorized Representative?


Need help spending down assets f​or Medi-Cal?


Are you a veteran of a war time period and need help paying for assisted living or board and care?


Temporarily incapacitated and need someone to pay your bills?


Questions on what is required of your duty as a family member's Trustee?

Contact Us