Contact us!
(408) 294-5390
 
  View Highlights from BoomerTalk Radio Show in our media room and hear elder care tips from Nancy!

How We Can Help

Norris Fiduciary Services advises and assists clients with issues like:  

  • Are you dealing with beneficiaries that aren’t getting along?
  • Do you have questions about the financial transparency; is the current successor trustee keeping all the beneficiaries advised?
  • Does the existing successor trustee want to resign and you need an expert to step in and complete the trust administration?

Are You Experiencing 

  • Concerns about Financial Elder Abuse by someone in the family or a caregiver? Do you need guidance?
  • The pressure felt as a Baby Boomer. Are you struggling with Elder Care Issues, raising children, working and trying to balance the care of aging parents?
  • Difficulty with Special Needs Planning for someone in the family.
  • The onset of Dementia affecting your parents or spouse. Do you need help and support?
  • Worry about your parent’s Financial Situation and Estate Plan. How will they pay for extended long term care if they become incapacitated?
  • Need Case Management where someone supervises the care of your aging parent.
  • Overwhelm with your Successor Trustee duties and annual trust accounting responsibilities.
  • Live at a distance and need help with being sure your parents are being properly cared for and are not being financial taken advantage of.

Please call us for a free phone consultation to determine what fiduciary services you need. (408) 294-5390.