Trustee and Fiduciary Services
As an Independent/Individual Trustee, Co-Trustee, Successor Trustee, I will continue to work with your current Investment Advisor, CPA and Attorney to administer the goals of your Trust. If you do not have an Investment Advisor or CPA, we can work with a list of resources to find the right fit for your Trust Relationship.
As your Trustee, I will provide the following services:
- Full Review of the Trust Instrument, Amendments and Wills
- Provide an New Account Set Up Review Synopsis
- Ensure all Assets are Safeguarded in the Trust
- Ensure all Income is Collected Properly from the Investments of the Trust
- Review Account Statements
- Review Trust Tax Details directly with CPA (CPA will prepare tax return)
- Bill Payment Services
- Provide Annual Accounting
- Annual Review Meeting with Investment Advisor to Review Asset Allocation
- Annual Client Review Meeting
- Annual Review of Budget and Distribution Needs
Agent for Trustee/Ancillary Trustee
As Agent for the Trustee, I will provide Trust Administration Services for the Trustee. I will continue to work directly with the Investment Advisor, CPA and Attorney involved in the current Trust Relationship.
As Agent for the Trustee, I will provide the following services:
- Full Review of the Trust Instrument, Amendments and Wills
- Provide an New Account Set Up Review Synopsis
- Provide an Annual Account Review Synopsis
- Review Assets to Ensure Proper Safeguarding
- Client Review Meetings as Directed by the Trustee
- Process Client Requests as Directed by the Trustee
- Review Trust Tax Returns to Ensure Proper Filing
- Review Trust Tax Details directly with CPA (CPA will prepare tax return)
- Review Asset Allocation Model with Investment Advisor
- Provide a Risk Assessment Review as Necessary
- Provide Annual Accounting for the Trustee
Personal Representative/Probate/Estate Services
As Executor for the Estate, I will provide administration as directed by the Trust/Will/State Laws. I will continue to work directly with the Investment Advisor, CPA and Attorney involved in the current relationship.
As Executor, I will provide the following services:
- Full Review of the Trust Document, Trust Amendments and Wills
- Provide Heir Search for all Beneficiaries of the Estate
- Safeguard Assets under the Estate
- Provide an Accounting of all Assets/Income/Liabilities
- File Creditor Notice
- Contact all Interested Parties to the Estate
- Manage and Liquidate the Estate Assets
- Work directly with CPA for Proper Tax Return Filing
- Continually Provide Notice to Beneficiaries for Status of the Estate
- Provide Court Accounting and Filing for the Estate
Conservatorship Services
As an Independent Fiduciary, I will continue to work with your current Investment Advisor, CPA and Court Appointed Attorney to administer the goals of the court order. If you do not have an Investment Advisor or CPA, we can work with a list of resources to find the right fit for your Account Relationship.
As your Conservator, I will provide the following services:
- Full Review of the Court Order and Assets/Income under the Conservatorship
- Ensure all Assets are Safeguarded in the Conservatorship
- Ensure all Income is Collected Properly
- Bill Payment Services
- Review Account Statements
- Prepare Account Synopsis
- Provide all Court Accountings
- Review Transactions Directly with CPA (CPA will prepare tax return)
- Annual Review Meeting with Investment Advisor to Review Asset Allocation
- Annual Client Review Meeting
Court Accounting Outsourcing Services
As Agent for the Conservatorship, I will provide a full review of the Assets/Income/Liabilities for the Court Accounting. We can provide a First Accounting, through Final Accounting and Amended Accountings.
As Agent for the Conservatorship, I will provide the following services:
- Review Court Order and Minute Entries for Proper Filing Instructions
- Collect all Necessary Documentation to Prepare the Accounting
- Review the Inventory of Assets for Proper Filing
- Categorize the Transactions for the Court Accounting
- Provide Supplement Reporting for Investment Accounts
- Prepare the Proper Court Accounting Forms
- Complete the Full Accounting
- Provide review of Accounting with Appointed Attorney
- Provide Safekeeping of Files for Future Annual Accountings
Forensic Accounting Services
As Agent for the Conservator, Trustee or Financial Power of Attorney, I will provide a full review of Assets/Income/Liabilities for the requested date range of financial exploitation.
As Agent, I will provide the following services:
- Review Account Statements for all Assets in Question
- Build a Review of the Accounts
- Provide a Detail of the Transaction Activity
- Provide a Synopsis of Suspicious Transactions
- Provide Detail of Exploitation and Comprehensive Report
- Provide a Full Accounting with Details and Notes
- Provide Expert Witness Testimony