A professional you can trust to handle your loved one’s affairs.
Trustee Services California & Estate Management
❖ Protect their assets
❖ Uphold their wishes
❖ Maximize estate value
Are you concerned about…
Mismanaging assets because there is too much on your plate?
Keeping up with bills and never-ending medical appointments?
Accidentally creating stress and anxiety within your family?
One-to-one assistance to support you through the process.
Trustee Services
I step in to manage and protect trust assets. My role includes paying bills, investing money, coordinating additional estate planning, and distributing property to the people who are entitled to receive it.
Estate Settlement
Allow me to handle the duties of Estate Administrator while you tend to your family and what matters most. Focus on your loved ones while I settle the estate as quickly and fairly as possible according to the estate plan documents and CA state law.
Accounting Services
Maintaining accurate accounting for an estate or trust can be a daunting endeavor. Let an experienced professional keep track of the financial transactions to ensure the accounting complies with CA probate legal requirements.
Client success stories.
These family members achieved peace of mind by trusting me as their loved one’s fiduciary.
“The role reversals of child and parent are never easy. However, with the help of Jamie Urner, we are now able to just enjoy Mom…HUGE relief! Jamie replies promptly, clearly, and can be trusted to handle financial matters. Thank you, Jamie, for giving us TIME to have a loving relationship with Mom.”
“Navigating my mom’s finances was a daunting task. The most challenging part was separating our personal relationship from the one required to manage her finances, which was further complicated by assets shared through a second marriage. It was overwhelming and began to feel like a second job, taking time away from my wife and daughter. Jamie’s competence and willingness to assist with my mom’s affairs freed me up to make life changes, including finding a new job and relocating. With Jamie managing my mom’s assets and liabilities, I can now just focus on my relationship with my mom and not her finances.”
“Our mom is a retired schoolteacher who took pride in managing her own finances. In 2021, we noticed she was confused; paying some bills twice and forgetting to pay others. My brother stepped in to help, but it quickly became a full-time job. We met with Jamie shortly after our attorney referred her. She answered our questions patiently, earning our trust. Jamie has managed our mom’s finances for over a year now, investing her money properly, meeting with her regularly, and informing us throughout the process. She makes smart suggestions to effectively manage our mom’s assets.”
Real results.
BEFORE:
The deceased did not keep track of rents received related to 25 rental properties with rent-to-own lease agreements. The Trustee responsible for collecting rents failed to do so.
As a result, the heirs had no way to know if the deceased still owned the properties and no way to know the value of their inheritance.
AFTER:
The former Trustee is preparing an accounting to give clarity to the heirs on the value of their inheritance. The Court is involved, and Jamie is safeguarding the assets and collecting monthly rent.
BEFORE:
Former trustee embezzled from the trust. This led to a two-year court battle preventing the sale of trust property and distributions to the heirs. Jamie was eventually appointed as Trustee through mediation.
AFTER:
Jamie sold the property and distributed the trust funds to heirs with an offset for the embezzled funds – all within 2 months of appointment.
What to Expect
1
Schedule a Consultation
I’ll get to know your situation and explain the process of working with a professional fiduciary. Together, we will determine if I’m the right fit for your family.
2
Hand the Financial Burden to Me
An attorney and I will coordinate to prepare the legal documents and set up the proper accounts so I can handle the financial details of caring for your loved one or settling their estate.
3
Focus on What Matters
Know the assets and financial matters are in safe hands while you get back to your life, your family, and your business.
When losing a loved one, the last thing you should have to spend time on is managing their finances.
At Kern Fiduciary Services, I know you want to be certain your loved one’s financial affairs are well-managed. But to do that, you need someone you can trust to manage them.
Managing your own life and family is already a lot, and adding someone else's affairs can leave you feeling overwhelmed. I believe you should be able to focus on your loved one, not their finances.
I know what it's like to watch a loved one's health decline over time and how difficult it is to watch and manage. That's why I provide trustworthy estate management in times of life when every second counts.
Don't add additional stress and anxiety to your family when you should be enjoying your time together. Schedule a consultation and discover how you can be certain your loved one's estate is well managed and their wishes honored.