Trust & Estate Administration and Probate Matters

Working with experienced financial planners, lawyers, CPAs, realtors, and any other professionals needed, the professionals at Cardiff Fiduciary Services are able to meet your needs in trust and estate administration. We work in a timely manner to meet the deadlines required.  We will coordinate all the below requirements for your trust:

*Marshal and manage assets

*Oversee investments analyzing risk versus return

*Secure, value, and manage personal and real property

*Manage businesses held in trust

*Distribute income and principal according to the plan outlined in the Trust

*Prepare inventories and accountings

*Prepare financial reports

*Oversee the tax aspects of investments and distributions, and ensure proper filing of necessary tax forms

*Maintain detailed financial records regarding the trust assets, handle daily financial matters for beneficiaries, and pay the grantor's bills and expenses

*Beneficiary management

*Any other services outlined in the trust

Assistance for Surviving Spouse

After the death of a spouse, there are many important deadlines and detailed tasks to manage.  Cardiff Fiduciary Services can help the surviving spouse with these tasks such as:

*Inventory assets & liabilities

*Create a budget, after income is determined                                                                                       

*Apply for annuity benefits, Social Security benefits, Veteran’s benefits, pensions, and settle life insurance policies

*Notification of death of spouse to the various agencies,  healthcare, bank accounts, credit cards, online payments, investments, and tax deadlines

*Set up an advisory team

Fee Statement

 Hourly Rate:  $170.00 per hour

Administrative Rate:  $85.00 per hour

* Prorated to 1/10th of an hour