Trustee, Executor and Estate Advisory Services

The majority of Americans die today with no will, trust or estate plan whatsoever.

The absence of a valid estate plan means the state will decide how to distribute your estate, and it may not be the result that you were intending.

Have you been named a Successor Trustee or Executor?

California law requires you, as successor trustee or executor, to take specific legal steps in carrying out your fiduciary duties.

Successor trustees or executors often lack the time, resources or knowledge to personally administer the trust or estate. Most successor trustees are family members who are not prepared to deal with the complexities of probate law, trust administration and investment management, while carrying out the final requests of the decedent.

If legal and fiduciary procedures are not followed correctly, legal title to the assets may not pass properly, creditor’s claims and legal liability may not be resolved and tax benefits may be lost. You as successor trustee or executor could find yourself personally liable for damages to the beneficiaries for failing to properly perform all of your duties.

Our Estate and Advisory Services help to reduce your personal liability in your role as trustee or executor while cooperating with your administration attorney.  

Ready to Get Your Money Back From the IRS?

Bring us up to 3 years of past taxes and we’ll find ways to save you money, when we do we’ll help you file to get your money back from the IRS.

Get in touch

See how we can help you today!

4600 Roseville Road, Suite 150
North Highlands, California 95660
916) 974-9399