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OUR SERVICES

Fiduciary Services

 

As a State of California Licensed Fiduciary, we are Trustees and Conservators for individuals and families, executors and power of attorney for the person and estate. CLPF #1282

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Daily Bill Payments

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Our responsibility is to protect the interest of the trust and the beneficiaries through prudent management of the income and expenses to meet the financial goals. We do not delegate our day to day operation of the trust/conservatorship/guardianship.

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Administration & Management

 

We take the lead in efficient coordination and collaboration with legal, accounting and other auxiliary services. Working together with other experts will provide for the strategic outcome to meet the goals of the trust/conservatorship/guardianship.

Asset  Management

 

We manage trust assets as a prudent investor would, by considering the purposes, terms, distribution requirements and other circumstances of the trust. Reasonable care, skill and caution are taken to implement the conditions set forth in the trust. We work to plan for the effect of inflation to deflation and expected tax consequences of management investment strategies.

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Fiduciary Accounting

 

Through day to day money management we are able to provide timely reports for accounting and other interested parties. With increased transparency comes reduced doubt on the current status of the trust, conservancy or guardianship, its assets and the beneficiary expectations.

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Fiduciary accounting for trust,conservancy and guardian accounting requires specific formatting for the courts. We work with law firms, trust and fiduciaries to prepare these detailed accounts for the courts and beneficiaries.

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