Fred Schoen Fiduciary Services, Inc.
What We Do
 

Estate Services

(Working under the direction and supervision of an Attorney)

For Attorneys | For Estates
Estate Administration
  • Fiduciary appointment
  • Personal representative or Agent
  • Asset investigation and inventory
  • Asset Accountability
  • Distribution schedules
  • Prepare Accountings
  • Litigation assistance
  • Trust Management

Fiduciary appointment
  • Trustee or agent for Fiduciary
  • Guardianship Administration
  • Consolidation and transfer of assets
  • Continuity of care and support services
  • Review Tax Documents
  • Prepare Accountings
  • Household management
  • Care assessment
  • Asset Accountability
*All services subject to review and approval by supervising attorney.

Other Services
Occasionally, we will be asked to perform services that require additional responsibilities in the administration of an account. Here are some examples of other services frequently performed:
  • Extended negotiations in the acquisition, care, or disposition of a major asset
  • Excercise of discretionary powers to authorize utilization of funds.
  • Preparation of special or multiple reports or accountings in addition to customary periodic reports
  • Services regarding personal property
  • Review and reconciliation of records for determination of government filing requirements
  • Analysis and valuation of closely held entities including real estate interests.

Fred Schoen and Fred Schoen Fiduciary Services, Inc.
..is an experienced team of professionals who are committed to providing you with cost-effective and accurate paralegal and fiduciary services.

For more than thirty years Fred Schoen and his staff have earned the respect of attorneys, legal professionals and individuals because of the personal, caring approach they offer to the administration of guardianships and trusts.

From estate planning to estate settlement, the key to Fred’s success is the focus on personal service, Fred Schoen and his staff will travel the extra distance it takes to offer you personal, professional, courteous and timely paralegal and fiduciary assistance.

Whether you are an attorney, trustee, CPA, Registered Investment Advisors, guardian or individual, Fred Schoen can help. If you are considering estate planning, estate settlement, trust or guardianship administration, please call (206) 625-9290 and ask for Fred or one of his assistants.

Remember, only by planning now can you protect yourself and your assets.


 
 
1218 3rd Avenue, Suite 2000 Seattle, WA. 98101 | info@fredschoen.com
Phone 206.625.9290 | Fax 206.625.0946
Copyright © 2002 - 2003 Fred Schoen Fiduciary Services, Inc. All Rights Reserved.


National Guardianship Association