Trustee / Fiduciary

Many clients choose to have a professional Trustee oversee their family Trust. Often this results in greater family harmony and takes financial issues out of the parent-child relationship. 

Ms. Silver acts as a Trustee, hires expert financial managers, prepares Trust tax returns and accountings, pays Trust bills, and handles the overall management of the family Trust. She meets with the family on a regular basis, making frequent visits to the elder family members who created the Trust. Trustee services include:

• Professional Trustee / Private Fiduciary
• Family Trust Management
• Trust Tax Return Preparation
• Trust Accounting, Bill Payment, & Reports
• Serving the Monterey Peninsula area from Carmel Valley to Marina

What Clients Say

“Lori has an amazing ability to explain things clearly; and she is calm in repeating the same information in multiple ways so that I can not only understand it, but personalize it! Her friendly reminders help me get my information completed. She is the only person I can fully confide in, she is never judgmental and listens fully.” — Lynne J.