What services can Sara provide as my Professional Fiduciary?
As a Professional Fiduciary, Sara can serve as a Successor Trustee, an Executor, a Conservator of the Person and/or Estate, a Guardian, a Probate Administrator and Power of Attorney for finance and/or healthcare.
Why would I name Sara as my Professional Fiduciary to serve as a Successor Trustee or Executor rather than a family member or friend?
Naming Sara as your Successor Trustee or Executor can offer several advantages over appointing a family member or friend. Here are some reasons why you might choose to appoint Sara as your Professional Fiduciary:
- Expertise and Experience: Sara has training and over 25 years of experience in the trust and probate administration process. Sara understands the emotions involved, complexities of the law, and is equipped to navigate the administrative responsibilities involved in managing a Trust and the probate process effectively.
- Impartiality: Sara will bring impartiality to the role of Successor Trustee or Executor. Unlike family members or friends who may have personal relationships or conflicts of interest with beneficiaries, Sara will make decisions based solely on the terms of the Trust or Will and the best interests of the beneficiaries.
- Conflict Resolution: In cases where there is potential for conflict among beneficiaries or family discord, Sara will be a neutral third party to help resolve disputes and ensure that the Trust or Will is administered fairly and impartially and according to its terms.
Availability and Continuity: Sara is dedicated to her role as a Trustee or Executor and will provide continuity throughout the administration process. - Privacy and Confidentiality: Sara will maintain confidentiality and discretion and will protect the privacy of the Trust creator and beneficiaries by handling sensitive financial and personal matters with professionalism and confidentiality.
Sara is licensed by the State of California, can be bonded if necessary, and carries Errors & Emissions insurance.
How do I name Sara as my Professional Fiduciary in my estate planning documents?
Working with your attorney, you can add the name Sara as your Professional Fiduciary just as you would a family member or friend.