Two Estate Planning Bedside Books
The Living Trust Advisor
The Living Trust Advisor is an expert guide for both advisors and their clients on the complex process of establishing, living with, and maintaining a living trust.
Beyond The Grave
This expert, one-of-a-kind handbook shows you how to provide for the family fairly and equitably estate planning, facilitate charitable giving, and avoid probate
Professional Fiduciary Services
TRUST ADMINISTRATION
The value of our trust administration services lies in the expertise, efficiency, and impartiality we bring to the management of assets, compliance with legal responsibilities, and facilitation of a smooth and fair distribution process. It allows beneficiaries to have confidence in the proper administration of the trust and ensures the preservation and realization of the trust's intended benefits.
ESTATE ADMINISTRATION
Our estate administration services provide invaluable assistance and expertise in managing the complex process of settling an estate. We alleviate administrative burdens, ensure compliance with legal requirements, facilitate efficient asset distribution, and help navigate complex situations, providing peace of mind and a smooth transition for the family during a challenging time.
ESTATE EXECUTOR
Our estate executor services provide expertise, relieve burdensome administrative tasks, ensure compliance with legal requirements, facilitate efficient asset management and distribution, and provide conflict resolution support. By entrusting the responsibilities to a professional executor, families can navigate the complexities of estate administration with confidence.
SPECIAL NEEDS TRUST ADMINISTRATION (SNT)
Special Needs Trust administration services provide invaluable support by preserving public benefits, offering comprehensive financial management, ensuring compliance with legal requirements, providing individualized care and support, offering long-term planning, and delivering peace of mind to families. Thus, families can enhance the well-being of their loved ones with special needs.
POWER OF ATTORNEY'S AGENT
Power of Attorney's agent carries immense value as we are entrusted with important responsibilities and decisions on your behalf. By acting in your best interests, managing financial and legal affairs, making healthcare decisions, advocating for your rights, and providing continuity and support, we contribute significantly to the well-being and peace of mind of the principal during critical times in their life
CONSERVATORSHIP / GUARDIANSHIP
Our conservatorship and guardianship services offer invaluable support in protecting and caring for vulnerable individuals who are unable to manage their personal and financial affairs independently.
By providing financial management, decision-making, legal protection, advocacy, and support, conservators ensure the well-being, security, and quality of life for those under our care.
Testimonials
Lis G. Ortiz has been my assistant and paralegal for over 16 years. During that time, she got more and more fiduciary-related work in connection with my trusteeships of various trust and estate administrations. In all cases, Ms. Ortiz was found dependable, trustworthy, and reliable. But even more impressive is Ms. Ortiz’s work ethic. I am very happy and proud she decided to follow this path and became a private professional fiduciary, making it her new passion.
Jeffrey L. Condon
Estate Planning Attorney, LA, CA
Lis has worked with me as a paralegal for more than two years, assisting me with administering trusts and estates for my clients. I have been impressed by the breadth of her knowledge and experience and her excellent judgment. She is extremely honest and reliable, highly effective and efficient in her work, and a lovely and pleasant person to work with. I am very pleased she has become a licensed professional fiduciary. I would recommend her highly.
Lorie H. Kraus
Estate Planning Attorney, LA, CA
