(Working under the direction and supervision of an Attorney)
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.
