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Scales of JusticeIt 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.

 

Protected Work (Intellectual Property)

We enforced protected worksWe are actively engaged in the development of marketing collateral for our practice.  Extensive time and resources have been expended to establish our brand and internet content.  We advertise in print, digital, postal, and vehicle displays and reserve all rights to published works.  Beyond the common legal assertion we claim, please find your own creative voice and not borrow or copy ours.

 

Estate or Trust Administration

A trustee will manage investments, keep records, manage assets, prepare court accountings, pay bills (depending on the nature of the trust) medical expenses, charitable gifts, inheritances or other distributions of income and principal. Trustees are not required to exercise all of the powers that they are granted.[2] A trustee can manage any number of trust types, including Charitable, Special Needs Trusts, ILIT, Corporate, and Estate Trusts.

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Conservator / Committee

The term conservatorship is synonymous with elderly guardian but used mostly in the western United States. It is a court-appointed process that can be very expensive as the petitioners and proposed conservatee all must be represented by attorneys, with just a few exceptions for in pro per family members without objections. The reason for the expense is that the proposed conservatee's estate is expected to bear the burden of the court costs in the procedures to appoint.
 

Powers of Attorney

Under common law, a power of attorney becomes ineffective if its grantor dies or becomes "incapacitated," meaning unable to grant such a power, because of physical injury or mental illness, for example, unless the grantor (or principal) specifies that the power of attorney will continue to be effective even if the grantor becomes incapacitated. This type of power of attorney is called "power of attorney with durable provisions" in the United States or "enduring power of attorney" elsewhere. In effect, under a durable power of attorney (DPoA) [1] Read more

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