Sunrise Fiduciary

The beginning of a new day

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

 
Do you have a temporary need for a Successor Trustee while you recuperate?
 
Are other family members not agreeing on actions of a family trustee?
 
As a family trustee, do you feel overwhelmed by your responsibilities?
 
Do you understand everything expected of you in your role as a trustee?
 
Do you want to make sure your family member and pet is well loved and provided for when you depart?
 

Conservator

  • Temporary/Limited/
           Probate
  • Health Care Agent
  • Medicare/Medi-Cal/Affordable Care 

           Act  

  • Needs Assessment
  • Substitute Judgment
          Standard 
  • 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?
 
Do you have a Health Care Directive in place?
 
Do you need an Authorized Payee for a family member living away from you?
 
Do you have someone you can trust to handle your family member's affairs when you cannot?
 


Other Services

  • Executor or Administrator of an

          Estate

  • Medi-Cal long term care application
  • Veteran's Administration Housebound             or Aid & Attendance application
  • Bill Payment Services
  • Representative Payee
  • Agent under Power of Attorney 
           or Attorney-in-fact
  • Consultant to family members

          carrying out a fiduciary role for a

          loved one

 



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?