When the decision to transfer your wealth is on the table, it is crucial that you hire an attorney for fiduciary services. Often, the question of a successor trustee is passed off to the children or immediate loved ones, and this will inevitably create problems after your death.
Unlike in life, during which you serve as your own trustee and can do business as you see fit, the situation is drastically altered when a third party is involved. In the event of your resignation, incapacity, or death, your assets are handed over to a third party, and a fiduciary is told by law exactly how the trustee’s duties must be performed. Your loved ones have no such laws over their heads, and thus your assets can be mishandled.
Bring Expertise to the Table
Fiduciary services in Roseville, CA, are available year round in order to protect your assets and perform the duties of a trustee to your specifications. These dedicated men and women are highly trained in the efficient, compliant administration of an estate or trust. Whether you are in need of personal property inventory and auction, real estate appraisal, or investment management of assets, your fiduciary services will tackle these duties with ease.
What might seem like saved money at first will quickly become money lost, as a loved one will be forced to hire separate people to achieve the same level of administration. Before too long, more money than you hoped is gone before any assets can be allocated.
Neutrality Is Your Friend
Fiduciary services are required by law to administer trusts according to their terms. There is absolutely no room for bias against a beneficiary, and your loved ones thus experience lowered stress.
Any familial pressures are removed from the equation altogether in order to ensure your wishes are carried out completely. With these pressures out of the way, you are guaranteed there will be less time and money spent.
