Trustee Estate Services provided:
Services to Trustors / Settlors / Grantors / Donors, etc., in the following area(s):
-Updating Trusts (Change of Beneficiary, Trustee(s), Successor Trustee(s), etc.)
-Asset Review to insure all assets are in your Trust
-Lost Trust with assets Transferred to that Trust
Services to incapacitated Trustors / Settlors / Grantors / Donors, etc., in coordinating with the following:
-Hospital paperwork
-In-Home Health Care for qualified Veterans
-Help in qualifying for Medi-Cal/Medicaid paid Nursing Home situations
-Consultation on Asset Protection
Services to Successor Trustee(s) in Trust operations after the death of Trustors / Settlors / Grantors / Donors, etc., with the following:
-Consulting what to do next
-Paperwork to the Beneficiary(s)
-Asset division Action Plan
-Successor Trustee Bookkeping and Accountability