| |
Services to Attorneys
(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 direction and supervision of an attorney reduces
overall fees and costs.
|
|
| |
| |
