(Working under the direction and supervision of an Attorney is
highly recommended)
Assisting with:
Estate Planning
Initial interview
Will Planning
Trust planning
Medical, Grantor, Inter-Vivos,Life Insurance, Charitable, Gift Evaluation and analysis of asset structure
Coordination of documents
Review
Estate Settlement
Pleading preparation
Court appearances (non contested)
Asset investigation and inventory
Asset Accountability
Distribution schedules
Prepare Accountings
Review Tax Documents
Litigation assistance
Guardianships
Pleading preparation
Court appearances (non contested)
Asset investigation
Asset Accountability
Periodic accounting
Review Tax Documents
Estate planning
Prepare Accountings
Why use Fred Schoen Fiduciary? In most cases, providing such
services under the directino and supervision of an attorney reduces
overall fees and costs.
