In case you haven’t heard… now is a great time to ensure you have an up-to-date plan in place to manage risks and ensure your wishes are honored if you become unavailable for any reason.
Does your estate plan identify the people in your life that you trust have the skills, availability, objectivity and fortitude to advocate for you, your loves ones, your health, and your finances when you’re sick, injured,
or absent?
Does your successor agent have all the vital, useful, and heartfelt information they’ll need to effectively carry out your plan?
Santa Barbara Fiduciary can help make sure that your affairs are taken care of the way you want and help alleviate challenges with objective expertise in a variety of fiduciary roles.
We’re proud to offer a 5-step remote Successor Fiduciary Appointment Planning solution:
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Contact Us! Let us know you’re interested by contacting us by phone, email or the web. We’ll follow-up to make sure that our office is the best fit for your fiduciary needs and to schedule your complimentary Initial Consultation by either call or video conference (your choice).
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Initial Consultation.During our Initial Consultation, we will get to know each other and review your current circumstances, unique needs and goals. If you chose to engage us, we will also agree on a fixed fee for the planning and often jump into gathering data.
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Client Homework.You’ll complete of a comprehensive questionnaire that ensures we capture complete and pertinent information to your individual circumstances, planning, intent and wishes. You’ll also provide us with a copy of your estate planning documents.
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We do the rest! (Well, almost.) We’ll review your estate planning documents, prepare a memorandum, prepare a comprehensive Quick Reference Sheet and establish your internal file. We will provide you a copy of these documents and have you review them for accuracy.
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Client Maintenance Program.Keeping your plan up-to-date is key to ensuring your affairs are managed smoothly and in accordance with your wishes. Our Client Maintenance Program provides peace of mind with ongoing fiduciary services and advice at a substantially reduced cost.
