Our Services
ESTATE/TRUST TASKS (Included but not limited to)
Initial meeting with legal council/interested parties
Notify all necessary parties/identify beneficiaries
Order death certificates as needed
Change of mailing address
Apply for EIN/Open new bank account
Locate and identify all assets and ensure all are covered with current insurance if necessary/change locks and ensure safe storage
Apply for/receive all income belonging to the Estate/Trust
Order credit reports/cancel credit cards
Prepare Inventory & Appraisal (Probate only)
Request W-9 forms from all beneficiaries
Cancel all insurance once assets have been liquidated
Prepare all required accountings
Seek professional Financial Advisor for asset protection and preservation
Trust Administration $180/hour
Estate & Probate Administration Fees based upon the California Probate Code and may include fees for extraordinary services.
CONSERVATORSHIPS (Included but not limited to)
Initial meeting with legal council/client/family of Proposed Conservatee
Emails/phone communication with beneficiaries, friends and family
Setting up of Conservatee in office files/accounts
Inventory all assets, secure and store personal and valuable belongings, ensure all required insurance is current, prepare an inventory and appraisal
Evaluate living situation and make necessary adjustments such as assisted living
Open Conservatorship bank account
Apply for/receive all mail/benefits belonging to Conservatee
Pay all required expenses/bills of Conservatee
Order credit reports/cancel credit cards
Seek professional Financial Advisor for asset protection and preservation
Oversee/communciate with Medical Case Manager and to include current medications and reading of Doctors and medical staff reports
Receive/prepare all documents for tax preparation
Prepare accounting
Ensure that all end of life arrangements have been made/decided
Most important, to maintain the health and happiness of the Conservatee to the best of my ability
Conservatorship Fees: $180/hour
Fees will be charged either hourly or on a percentage dependent upon the most appropriate arrangement to allow for highest retainment of funds by the entity and will be decided on a case by case basis.
FEES SUBJECT TO CHANGE