NorCal: (510) 742-9500 | SoCal: (818) 459-3500

Understanding the Role of Executors in Estate

Role of Executors in Estate Planning

Introduction Estate planning is a crucial aspect of one’s financial well-being, ensuring that their assets are distributed according to their wishes after their passing. An executor plays a pivotal role in this process, carrying out the necessary tasks to fulfill the wishes of the deceased. In this article, we will delve into the role of […]

How To Pick A Trustee

What is the role of a Trustee? If you have a trust, you need a trustee.  A Trustee is the person who will execute your trust instrument.  Many clients believe the trust can act on its own and can make its own decisions.  However, a trust is a contract which lays out what is to […]