*All services subject to review and approval by supervising attorney when appropriate.
Other Services
Occasionally, Fred Schoen 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
Exercise 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 securities or of real estate interests
Fred Schoen Fiduciary Services
..is an experienced team of
professionals who are committed to providing you with cost-effective
and accurate paralegal and fiduciary services.
For more than twenty 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, 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.
