Browse Our Services
- 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
- Productivity of trust property
- Health Care Agent
- Medicare/Medi-Cal/Affordable Care
- Needs Assessment
- Substitute Judgment
- Best Interest Standard
- Medical Consent Powers
- Dementia Powers
- Conservator of the Estate
- Authorized Payee
- Mandated Abuse Reporting
Do you need someone you can trust to handle your developmentally delayed child's affairs when you are gone?
- Executor or Administrator of an
- Medi-Cal long term care application
- Veteran's Administration Housebound or Aid & Attendance application
- Bill Payment Services
- Representative Payee
- Agent under Power of Attorney
- Consultant to family members
carrying out a fiduciary role for a
Is your family upset over the choice of Executor?
Need help spending down assets for Medi-Cal
Are you a veteran of a war time period and need help paying for assisted living or board and care?
Are you temporarily incapacitated and need someone to pay your bills?
Do you have questions on what is required of your duty as a family member's Trustee?