Services

Dignity. Confidentiality.


Conservatorships

A person or organization appointed by a judge to arrange for a conservatee's personal care, to manage the conservatee's finances, or both.

Conservator of the estate:

To protect the conservatee's income and assets, money is invested properly, making sure property is insured, and more.

Conservator of the Person:

We are responsible for making sure the conservatee's physical health, food, clothing, shelter and special needs are met. Our goal is to provide the best quality of life for that individual.


Estate administration

A fiduciary who is court-appointed or hired privately to act as a personal representative and manages a decedent’s estate.

 


Please contact us for more services offered.


Trust administration

Management of trust property according to the trust document's terms and for the benefit of the beneficiaries after the settlor's death.


Power of attorney

A written document in which a person (the principal) authorizes someone else (the agent) to act for the principal.

A general Power of Attorney authorizes the agent to manage all of the principal's affairs.



guardianships

A California court proceeding in which a judge appoints someone to care for a person under 18 years of age, to manage his or her property or both.


executor

A person names in a will to carry out the will's directions and requests after the death of the person who signed the will. The executor's main responsibility are collecting and managing the testator's estate, paying his or her debts and distributing the remaining money and property.