It is important to understand that we are not attorneys. The perception is that private professional fiduciaries are experienced with legal matters but that in no way makes us qualified, nor licensed, to act or give legal advice.
The information you may receive is based upon our experience. We will let you know if something is beyond our experience but in either case, experience sharing or not in our repertoire, you should always consult your own attorney to review the facts.
Note that because we are represented by an attorney, their fees are also permitted in billing as we cannot serve, be bonded, or conserve an estate without an attorney.
Should you need your own attorney to represent you or you have estate planning documents you wish to create, we are happy to give a referral to an experienced attorney. You may also contact the Orange County Bar Association for a referral at www.OCBar.org.