Professional Trustee
Trust and Estate administration is a complex task that can be aggravated by emotional issues. Choosing our office to act as your professional Trustee will ease you and your family from the burden of the mountain of paperwork, tax issues, record keeping, and processing medical bills that are present in dealing with an individual or a family estate. Our centralized record keeping system and years of high quality work eases the stress of dealing with decades of accumulated records and wide spread assets. We have many years of experience dealing with simple and complex Trust and Estates. Call us today to discuss how we can be of assistance with executing your or your family’s Estate Plan.
Clients
As a professional fiduciary we provide essential services to families and individuals. Our office handles all aspects of your finances, real estate, trust management, and estate management.
Professionals
Our professional fiduciary office provides services to attorneys, CPAs, and investment managers. We develop business systems, maintain relationships with the courts, and handle beneficiary disagreements with business-like resolutions.
Richard H. Lambie
A California Licensed Professional Fiduciary
Handles Trust Administration, Estates, Conservatorships and duties under Powers of Attorney.
With over thirty years experience in Trust Administration, including 15 years with Bank Trust Departments, Richard set up his Professional Fiduciary practice fourteen years ago to focus on the needs of families and individuals requiring special assistance with asset management and problem resolution.
Richard is a past President of the Santa Clara County Estate Planning Council (1995), past President of the Professional Fiduciary Association of California (2003) and served a three year term as a Commissioner for the State Bar of California, Board of Legal Specialization Estate Planning, Trust and Probate Law Advisory Commission (2009-2012).
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Contact Us
Please contact us with any questions on: our professional fiduciary services, trust administrations, estate planning, conservatorships, or business systems. No solicitors please.