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(408) 294-5390
 
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Special Needs Trust Administration & Financial Management as Trustee

Nancy has been a Professional Trustee for sixteen years. As a Trustee she will act as a neutral third party and carry out your wishes in your trust/estate plan.

 

SERVICES OFFERED:

 

  • Trustee or Successor Trustee Services
  • Trust and Estate Administration
  • Special Needs Trust Administration and Financial Management
  • Power of Attorney Duties: Health Care & Financial Power of Attorney (POA)