Service Details
Probate and Estate Administration
As court appointed Administrators, we efficiently navigate the legal system to manage the estate for a decedent without a will or with a will, but no trust. With substantial experience and expertise in probate administration, we work effectively with the court to resolve key issues, including marshaling and appraisal of estate assets, identification of heirs, and petitioning with a full accounting and detailed plan for the final distribution of assets.
Trust Administration
We serve as private professional trustees whether appointed as a successor trustee by the grantors of the trust or the court or beneficiaries when litigation is at hand. As private fiduciaries, we can customize trust administration services to efficiently and effectively meet the goals of the grantors, while helping the beneficiaries understand the process and how the trust is administered.
Conservatorships
When a professional is needed to manage the healthcare or finances of those who are deemed to no longer have capacity, the court may order a Professional Fiduciary to serve as the Conservator of the Person or Estate. Our team’s commitment to our conservatees is to work in collaboration with all the parties involved to tailor our services to meet the needs of our client while maintaining their autonomy according to their capacities.
Power of Attorney for Financial Matters
We can manage both your income and expenses to meet the financial goals of beneficiaries, parties or conservatees. We will handle the daily transactions that you pay from your checking and saving accounts, as well as interact with creditors, vendors and financial institutions as needed. We can automate your personal finances, handle the mail and provide you with any financial reports you require.
Care Manager
We understand that our clients might need assistance with managing their healthcare before they need our financial services. Whether it is just a referral to a community resource or comprehensive advocacy within the medical system after a healthcare crisis, our team will assess our client’s needs and create compassionate, comprehensive, and client-centered care plans that are aligned with their values and wishes.
Special Needs Trust Management
As Trustees, our goal is to serve our clients who need assistance to manage their own care and financial affairs so they can live full and engaging lives. We utilize our knowledge of public benefits and community resources to ensure that their needs are being met while discretionary trust payments made for the sole benefit of the beneficiaries do not impact their eligibility for means-tested public benefits.
Professional Fiduciary Services in Ventura County & Ojai
Trusted guidance for trust administration, asset management, care oversight, and family coordination—delivered with integrity, compassion, and clarity.
- Supervise medical care, insurance benefits, and disability benefits
- Provide record keeping and accounting services
- Coordinate a team of advisors as needed
- Assure that the appropriate California and Federal Income tax returns, including the estate/gift tax return, are filled out properly and filed on time.
- Treat beneficiaries impartially while respecting individual personalities
- Marshall all banks, brokerages and real estate properties in the trust name
- Mediate family disputes and long standing grudges
- Invest trust assets reasonably based on your wishes
- Divide the assets to marital/exemption trusts
- Communicate to your beneficiaries on a regular basis regardless of legal duties to do so
- Manage any and all creditors’ claims
- Organize and handle all mortuary and cemetery arrangements
- Manage real estate and rental properties
- Evaluate the emotional impact on the surviving spouse and aid them through their transition
- Assist in the evaluation of the personal and real properties
- Investigate and manage business, partnership and investment arrangements