Service Provided: Estate Planning and Trust Administration
“Late last year, I became a successor trustee for a dear friend who passed away. Not having a legal background, I did some online research on the responsibilities of a successor trustee in California. The legal requirements and duties were complicated, time-sensitive, and lengthy. I contacted Abe Ames for his assistance administering the trust, and I am so grateful and relieved that I did. I was in good hands. Abe outlined for me the many steps involved in trust administration. Together, we worked to ensure each requirement was correctly completed – taxes, accounting, bequests, legal notifications, etc. (Abe was an accountant before becoming a trust attorney; he brings that expertise to his legal work.) When the trust was finally completed and closed last month, I knew I could never have managed as a trustee on my own. What could have been a stressful, life-swallowing responsibility turned out to be a privilege. Working with Abe, in both estate planning and trust administration, has meant peace of mind for me.”
- Cynthia H.