What we provide

Trust Administration

Management of trust property according to the trust document's terms and for the benefit of the beneficiaries after the settlor's death.

• Estate management and administration

• Cash flow management

• Banking and bill paying

• Tax preparation and payment

• Fiduciary accountings

• Management of medical care needs

• Management of assets (real estate and personal property), investments, and distribution

• Management of Public Benefits

Executor

A person names in a will to carry out the will's directions and requests after the death of the person who signed the will. The executor's main responsibility is collecting and managing the testator's estate, paying his or her debts and distributing the remaining money and property.

Estate Administration

A fiduciary who is court-appointed or hired privately to act as a personal representative and manages a decedent’s estate.

Power of Attorney

A written document in which a person (the principal) authorizes someone else (the agent) to act for the principal. A general Power of Attorney authorizes the agent to manage all of the principal's affairs.

Fiduciary Accounting

In addition to the fiduciary services OC Probate & Trust provides, we also have expertise in fiduciary accountings. An accounting is the fiduciary's opportunity to precisely document all income and expenses. Not only must every accounting balance, but each transaction documented accurately to provide a clear and concise report of all financial activities.

Guardianships

A California court proceeding in which a judge appoints someone to care for a person under 18 years of age, to manage his or her property or both.

Conservatorships

A person or organization appointed by a judge to arrange for a conservatee's personal care, to manage the conservatee's finances, or both. See below for more information on types of conservatorships.