What Happens to a Bank Account When Someone Dies Without a Will in California?
Losing a loved one is overwhelming, and dealing with their financial affairs can make the
What is the Final Accounting of an Estate?
So, you were named the executor of a loved one’s estate in their will, which
How to Find an Executor for My Will in California
So, you are creating a will and devising an estate plan that will cement your
Conservatorship vs. Power of Attorney: Understanding Both & The Difference
The main difference with Conservatorship vs. Power of Attorney (POA) is who grants the authority
How to Get a Financial Power of Attorney for a Parent
It is never easy to relinquish autonomy. However, as we age, this is inevitable. While
The Benefits of Hiring a Private Fiduciary
A private fiduciary is a licensed professional hired to manage your trust when you become
Is Probate Needed if There is a Will?
When a loved one passes away, they may leave behind valuable assets that they intended
Reasons for a Private Fiduciary in California
Do you need help with your financial accounts? Is there no one you can trust
What is a Private Fiduciary in California?
A private fiduciary is a great option for those needing critical services. Seniors may be
What are the Responsibilities of a Professional Fiduciary?
At some point in your life, you may decide that you need a fiduciary to
