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).  

Recent News

October 25, 2018

What Immediate Actions Must Be Taken Right After Someone Dies?

When a loved one dies, family members are not only in mourning — they may be in a state of uncertainty about what to do next. While everyone is respectful to the loss of the loved one, tension can arise over who must take responsibility for arrangements and costs. Confusion often arises.

October 25, 2018

Should You Serve as Executor?

When someone asks you to serve as executor of his or her estate, it is generally meant as a compliment that he or she trusts you to serve in this important role. But don't simply accept the role before you have given the matter serious thought. Not only does the job come with significant responsibilities, but you may find yourself in the middle of family squabbles. Before agreeing to take on the role of executor, consider the following:

July 26, 2018

Tax Responsibilities After Someone Dies

After a loved one dies, there are a number of tax requirements that must be taken care of.

May 21, 2018

Picking an Executor: Four Questions to Ask

In some families, the decision of who to pick as an executor is done based on tradition or culture. The oldest child or the oldest male is automatically made the executor. But this may not be the best choice — because it can cause family resentment and the individual may not be suited to the task.

April 23, 2018

Estate And Long-Term Care Planning Help For Solo Agers

For boomers without children (Solo Agers), an important question to answer is: What happens when I am no longer physically or mentally able to make decisions for myself?

April 23, 2018

Trustees must be prudent or be liable for Trust losses

A Trustee’s duty to manage Trust assets is very different from how you are allowed to manage your own individual assets.  This is America, you can manage your own finances any way you please.  You can be risky and invest big, you can be conservative and invest small, or you can hide your money in your mattress if you like.

April 23, 2018

Licensed Private Fiduciary An Option For Estates

In a recent article I outlined the importance of selecting a trustee and gave several ideas for making that very important decision. Some options were using a family member, a bank or a trusted advisor who already has a relationship established like an accountant or attorney. Another option well-deserving of a separate article is that of using a California Licensed Private Fiduciary as trustee. While this industry has been around for decades, licensing requirements and professional associations for fiduciaries have arisen in the last five to 10 years, adding additional assurances to the field.....

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Richard H Lambie
Professional Fiduciary
367 S. Baywood Ave.
San Jose, CA 95128
408.551.2122

Contact Us

Please contact us with any questions on: our professional fiduciary services, trust administrations, estate planning, conservatorships, or business systems. No solicitors please.

© 2018 by Richard H Lambie. Proudly created by MediaMedia

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