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Our Services
Learn more about the services we offer
First, What Does a Private Professional Fiduciary Do?
The Probate Firm is a specialized team experienced in all aspects of Probate estate and trust settlement administration, including estate tax preparation, post-mortem planning, tangible property disposition and management and oversight of real property and specialty assets.
While managing your trust or estate
Our Services
- Personal Representative: Acting as Administrator or Executor, we ensure a smooth transfer of assets.
- Trustee: Providing tailored solutions that address family dynamics, education, governance, and legacy planning.
- Conservator: Leveraging our deep knowledge and experience to help seniors protect their lifetime achievements.
- Nominations: Clients can nominate Stephanie in their Will and Trusts to serve as Executor, Trustee, or Successor Trustee.
- Agent For Trustee: Assisting overwhelmed trustees with the complexities of their duties.
- Power of Attorney: Offering reliable and informed decision-making support.
- Ad Hoc: Assisting with senior living transitions, companion care, and bill payments.
Why Choose a Private fiduciary Over a Family Member or Friend?
Clients choose us over a family member or friend to act as their fiduciary because we are a neutral third party. As a California Licensed Private Fiduciary, we adhere to the highest standards. We don’t face the pressures that family members or friends might experience in a position of trust. This allows your loved ones to maintain their relationships without the weight of fiduciary responsibility and accountability.
Personal Representative
Trustee
Conservator
Nominations
Nominations allow clients to designate a trusted professional to manage their estate affairs. Clients at the estate planning level can nominate The Probate Firm in their Will and Trusts to serve as their Executor, Trustee, or Successor Trustee, ensuring their wishes are carried out with expertise and care.
Agent For Trustee
An Agent for Trustee provides essential support to trustees in managing family wealth. This engagement encompasses critical facets: Consulting on discretionary distributions, Real Estate management, Investment solutions, expert coordination between tax and legal, administrative support, money movement, operations and guidance. At The Probate Firm, we ensure trustees have the expertise and assistance needed to fulfill their responsibilities effectively.
Power of Attorney
A Power of Attorney is a legal document that authorizes a trusted individual to make important financial or medical decisions on your behalf. At The Probate Firm, we ensure these decisions are made with the utmost care and in your best interest.
