Management and Advice

Estate planning helps protect your estate and pass it on to your loved ones after your death. Another commonly cited reason for estate planning is to help prevent family feuds that may arise during the distribution of your property among your heirs. A fiduciary plays a significant role in estate administration, both before and after your demise by acting in your best interests. Also, he has certain legal obligations to your estate and your beneficiaries such as a duty of loyalty and duty of care. 

Chris Cooper is a Licensed Professional Fiduciary by California Fiduciary Bureau. He helps seniors, baby boomers, and disabled people to live independently, safely, and with dignity in their homes or alternative living situations. He manages and protects their day-to-day finances, estate, and investment while ensuring their physical and mental well-being. 

How can Chris Cooper Help You in Estate Planning and Advice?

Chris Cooper has a legal obligation to act in a trustworthy manner with you or your estate after your death and your beneficiaries. As an Executor, he manages your estate after your demise and takes necessary actions, including probating the will, gathering and locating your assets, settling all your debts, and filing tax returns. As a trustee, he carries out the terms of the trust, manages the trust assets, and keeps your beneficiaries up to date about its status.

As an estate planner, Chris:

● Acts in accordance with your last will

● Gives estate planning advice in your best interests

● Minimizes family feuds and stress among your heirs

● Guides your beneficiaries after your demise with Investment Management and Advice

● Helps you avoid risks with strategic Risk Management and Advice

To learn more about how hiring a professional Fiduciary and Licensed Financial Planner can help you with estate planning and secure your estate after your death, contact us today.