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(408) 294-5390
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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.

  • 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