"My goal is to keep you in control of your money; assist you in times of transition and when the time comes, honor the wishes and intent of your will
Trustee We can serve as your Trustee or Successor Trustee when there is no appropriate family member or friend to administer your trust. In addition, we have the added advantage of being independent and impartial. We also serve as Trustee for Special Needs Trusts, Charitable Trusts, and Trusts for special care of your beneficiaries including pets. Executor/Administrator of Estates As Executor we are charged to carry out the directions of the will including the disbursement of property...
- Location Typeunknown
- Opening Date2002
- Annual Revenue Estimateunknown
- SIC Code show
- Employees1
- Contactsshow
- California Licensed Professional Fiduciary Scott Phipps
- Phone 510-508-9588
- Email [email protected]
- Fax 510-315-6993
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