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  • Home
  • Services
    • Fiduciary Appointments
    • Trust & Estate Administration Assistance
    • Accounting and Financial Concierge Services
    • Successor Fiduciary Appointment Planning
    • For Professionals
  • About company
  • Team
  • News
  • Testimonials
  • Resources
  • Q & A
  • Contact
  • REQUEST CONSULT

Daily Archives: August 5, 2021

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A professional fiduciary reviewing documents with a senior client, emphasizing a supportive and knowledgeable atmosphere.

Drafting Estate Planning Documents with a Professional Fiduciary in Mind

Fiduciary Services, Sucessor Fiduciary Appointment PlanningBy Santa Barbara FiduciaryAugust 5, 2021

Collaboration among the client, drafting attorney, and a professional fiduciary during the drafting phase of the estate planning can provide for a more streamlined estate plan on-boarding process and estate administration.

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