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Professional Estate Managment Services - D&A Fiduciary Management

D&A Fiduciary Mgmt is not a trust company. We serve as individuals which means that we can personalize and tailor our services to your specific needs.

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D&A Fiduciary Management

Daniel Ansel

22 ●●●iew

Ir●●ne , California, 92614

United States

949●●●551
949●●●173
da●●●●●●@cox.net

View this contact

D&A Fiduciary Management

Daniel Ansel

22 ●●●iew

Ir●●ne , California, 92614

United States

949●●●551
949●●●173
da●●●●●●@cox.net

View this contact

D&A Fiduciary Management

Daniel Ansel

22 ●●●iew

Ir●●ne , California, 92614

United States

949●●●551
949●●●173
da●●●●●●@cox.net

View this contact

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Professional Estate Managment Services - D&A Fiduciary Management | caltrustee.com Reviews

https://caltrustee.com

D&A Fiduciary Mgmt is not a trust company. We serve as individuals which means that we can personalize and tailor our services to your specific needs.

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Conservatorship Services - D&A Fiduciary Management

http://caltrustee.com/conservatorship-services

Power of Attorney Services. Examples of the types of services that we offer while serving as your conservator include the following:. Marshalling and securing all of your assets and changing the vesting on all property and accounts into the name of the conservator for the benefit of you, the conservatee. Preparing an inventory of all assets and liabilities and submitting it to the court. Making sure that all appropriate insurance coverage is in place to protect all real and personal property. Communicati...

2

Private Trustee Services - D&A Fiduciary Management

http://caltrustee.com/private-trustee-services

Power of Attorney Services. While most people will designate a family member such as a spouse, adult child, sibling or other close relative to serve as successor trustee of the irrevocable trusts that are created upon their death, there are a number of circumstances that might necessitate the need to appoint an unrelated party to serve as trustee including:. For those individuals choosing to appoint a professional trustee, they have several options. They can select a corporate trust company or bank t...

3

Other Services - D&A Fiduciary Management

http://caltrustee.com/other-services

Power of Attorney Services. Personal Representative for the Advanced Health Care Directive. The AHCD will specify what types of treatments such as diagnostic testing, surgeries, cardio-pulmonary resuscitative measures or mechanical life support you want administered and under what circumstances in order to preserve or prolong your life. You can also designate your preference for organ donation upon your death. Take the time to discuss your preferences with your family and your designated agent so they ar...

4

About - D&A Fiduciary Management

http://caltrustee.com/about

Power of Attorney Services. Daniel is uniquely qualified to work with clients whose estates include a family owned business or other significant business or real estate investments. His administrative experience and attention to detail make him ideally suited to manage estates of all sizes and levels of complexity. Powered by Website Muscle.

5

Power of Attorney Services - D&A Fiduciary Management

http://caltrustee.com/power-of-attorney-services

Power of Attorney Services. Power of Attorney Services. Agent Under Durable Power of Attorney. Examples of tasks that we might provide as your agent under a POA or DPOA are as follows:. Handle all banking transactions including making deposits, withdrawals or transfers. Paying your bills timely. Dealing with creditors and initiating collection actions on your behalf. Managing your investments including property management of income property. Overseeing the management of a family owned business.

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