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

Special Needs Trust, Probate Administration & Trustee Services

Nancy is a Professional Trustee, neutral third party, who will carry out your wishes in your estate plan.
SERVICE OFFERED:

  • Trustee or Successor Trustee
  • Trust administration
  • Special Needs Trust Administration, Special Needs Trust Planning
  • Power of Attorney Duties: Health Care & Financial Power of Attorney (POA)
  • Support Services: Trust Accounting
  • Probate Personal Representative