How a PFS successor trustee can help?
• Supervise medical care, insurance benefits, and disability benefits • Provide record keeping and accounting services • Coordinate a team of advisors as needed • Assure that the appropriate California and Federal Income tax returns, including the estate/gift tax return, are filled out properly and filed on time. • Treat beneficiaries impartially while respecting individual personalities • Marshall all banks, brokerages and real estate properties in the trust name • Mediate family disputes and long standing grudges • Invest trust assets reasonably based on your wishes • Divide the assets to martial/exemption trusts • Communicate to your beneficiaries on a regular basis regardless of legal duties to do so • Manage any and all creditors’ claims • Organize and handle all mortuary and cemetery arrangements • Manage real estate and rental properties • Evaluate the emotional impact on the surviving spouse and aid them through their transition • Assist in the evaluation of the personal and re
