Westside Fiduciary Services, LLC
Serving the Greater Los Angeles Area and all of California
Trustee Services
Trustee Services
Who will step up and help you when you no longer are able to help yourself or help settle your affairs when you die?
Normally, this role is filled by a family member or close friend. However, if, for whatever reason, you do not have a person you can trust with these important matters, we can help you. We are full-service firm.
We are trustworthy, dependable, and ethical. We are well-versed in all rules related to fiduciary duty, including the California Probate Code. We will handle your assets with the upmost care, with the knowledge necessary to protect them for your and your loved ones future.
We have the experience to administer all types of trusts, including the family or individual revocable trusts. We can also manage more complex trusts, such as special needs trusts, charitable remainder trust, or irrevocable life insurance trusts.
We also handle matters related to Conservatorships, including financial and personal care.
We can give you personalized service that the big banks or trust companies simply cannot. Our focus is on you and your assets. Further, if you have advisors, financial, legal or tax, that you trust, we will work with them. If not, we have professionals that we trust and have worked with for years.
You can trust us to handle your assets with knowledge, care, and integrity. Please contact us to arrange a time for us to talk and figure out how we can help you.
Duties and Responsibilities
Below are partial lists of the services that we provide:
Conservator of the Estate
• Marshal and manage assets
• Prepare inventories
• Oversee investments
• Collect income and pay obligations
• Work with attorneys and courts in all legal matters
• Prepare court accountings
• Prepare income tax returns
Conservatorship Duties
• Marshal and manage trust assets
• Oversee trust investments
• Work with investment advisor to review risks
• Manage real property assets
• Manage businesses held in trust
• Secure personal property
• Value trust assets
• Prepare inventories, accountings, and other reports
• Keep beneficiaries updated on trust activities, as required
• Prepare necessary income tax returns (1041/541)
• Consult with attorneys and other professionals as needed
Trustee Responsibilities
• Represent Principal in matters, as specified in Power of
Attorney document, related to:
• Real estate (purchase, sell, loans, managment of rentals)
• Income tax preparation and filing
• Collection of income and payment of bills
• Management of government benefits
• Investment transactions (stocks, bonds, etc.)
• Negotiate and sign contracts
• Prepare accountings and other reports as needed
• Consult with attorneys and other professionals as needed
• Prepare accountings and other reports as needed
• Consult with attorneys and other professionals as needed
Power of Attorney Duties
Conservator of the Person
• Prepare court plans and enact same for care, including
providing for basic needs and other opportunities
• Work with doctors and other health care professionals to
manage medical needs, treatment, and care
• Provide for transportation, as needed
• On call 24/7 for emergency needs
• Work with attorneys and courts in all legal matters