• Trustee to carry out the terms of testamentary, special needs and living trusts
  • Conservator (or Guardian in states other than California) to handle an individual’s estate, person or both
  • Probate administrator (Executor) to administer a decedent’s estate
  • Representative payee to receive funds from Social Security Administration or retirement plan and to pay expenses on behalf of an individual
  • Agent under Power of Attorney to manage financial interests and to make health care decisions pursuant to a client’s written instructions and known preferences