Certificated Fiduciary

Legal Aidz, can offer support for Trust Administration and Probate Administration. In some cases we can serve as the Estate Administrator through probate or can be appointed as Trustee.   We have completed the course work and passed the necessary testing requirements to be issued a fiduciary certification from California State University at Fullerton.

As Administrators & Trustees we can:

Inventory of Assets

Collect Statements for Financial Accounts

Draft Probate & Trust Accountings

Draft Inventory & Appraisals

Draft & Send Notice to Creditors

Inventory Bills That Need To Be Paid- Pay Bills

Work with IRS, State, City & County Tax officials

Settle Debts of the Estate/Trust

Confirm Property Is Insured & Aid with Insurance

Facilitate the Sale of Real Property

Clean out residences/commercial buildings to prepare for sale of property

Do Site visits to Estate/Trust Owned Property

Draft Paperwork with DMV to Transfer Vessels

Settle debts of the Estate