How can we work together?
I assist Attorneys with Estate, Trust, and Conservatorship Administration. Duties include: scheduling court qualifications, arranging bonds, Commissioner of Accounts filings including inventories and accountings, processing claims with financial institutions, brokerage firms, stock companies, saving bonds, life insurance companies, and working with CPA’s to make sure all final taxes have been completed and filed.
I assist executors with nonlegal probate process, marshalling the assets, emptying houses, selling assets of the estate, filling out claim paperwork, setting up bank accounts and distributing assets to the heirs.
Assist Trustees and Financial Advisor’s clients with funding trusts.
Fiduciary Services: serve as Bill Payer, Power of Attorney, Executor, Trustee, Conservator, Guardian, Elder Advocate and Notary Public