Services

RATES: My rates range from $150 - $185 per hour



<p>Trustee Designation as appointed by Estate Attorneys, Family Members or through a court appointment.</p>

Trust Administration

<p>Provide assistance for Trustees who want to remain in the role, but are unsure how to facilitate the administrative responsibilities of the Trust.</p>

Trust Administration Assistance for Trustees

<p>Acting on behalf of clients as the central point of contact for the network of professionals they employ (i.e., Attorneys, CPAs, Care Agencies, Doctors, etc.).</p>

Married Couple Meeting with Financial Advisor

Professional Liaison

List

Elder Advocacy

Power of Attorney for Finance and Health Care

Probate and Conservatorships

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<h2 style="text-align:center">Other Services</h2>
<ul>
<li>Legal Needs</li>
<li>Business Needs</li>
<li>Asset Management, including real and personal property</li>
<li>Bookkeeping and Monthly Reporting</li>
<li>Estate Administration Assistance and Review</li>
<li>Health Care Service Placement and Ongoing</li>
<li>Central point of contact for service providers and family</li>
<li>Tailored solution, ever-evolving, to address the specific needs of each client</li>
<li>Professional client management experience since 2010</li>
</ul>

Contact form

<h3 style="text-align:center">Get in touch</h3>
<p class="large" style="text-align:center"><strong>Email: </strong><a href="mailto:kacie@kwfiduciary.com">kacie@kwfiduciary.com</a><br /><strong>Phone: </strong>760-274-3137</p>
<p class="large" style="text-align:center">Send us a message and we'll get back to you as soon as we can.</p>