services

Estate Administration includes the following services:
a) Marshalling assets
b) Notifying proper parties
c) Determining if a 706 estate tax return is needed
d) Gathering information for CPA
e) Selling real property if deemed appropriate
f) Having assets appraised if deemed appropriate
g) Providing ongoing communication and transparency
h) Keeping detailed records
i) Paying bills
j) Negotiating outstanding liabilities
Trust Administration includes the following services:
a) Notifying proper parties
b) Working with CPA to determine necessary tax reporting
c) Choosing proper investment adviser(s) to meet needs of trust
d) Selling real property if deemed appropriate
e) Gathering appraisals of assets if necessary
f) Providing ongoing communication and transparency
g) Keeping detailed records
h) Paying bills
i) Negotiating outstanding liabilities
j) Managing trust owned business if required
k) Providing yearly accounting in accordance with CA Probate Code