Fiduciary Representation

At Keyes Law Group, we specialize in providing comprehensive fiduciary representation services. We understand the intricate responsibilities that come with being a fiduciary, whether you’re serving as an executor, trustee, agent, or attorney in fact. Our dedicated team is here to assist you every step of the way.

Our Fiduciary Representation Services:

Expert Guidance: Our experienced attorneys provide comprehensive guidance and legal expertise to fiduciaries and organizations serving as executor, trustee, agent, or attorney in fact. We provide clarity on complex legal matters, ensuring you make informed decisions.

Risk Mitigation: We work diligently to minimize legal risks associated with fiduciary roles, helping you navigate potential disputes and conflicts effectively. Our proactive approach aims to protect your interests and the interests of the beneficiaries.

Regulatory Compliance: Keyes Law Group, PC, guides you to stay in compliance with all relevant legal requirements and deadlines pertaining to your fiduciary duties. We handle the necessary paperwork and documentation, allowing you to focus on your responsibilities.

Tailored Solutions: We understand that every fiduciary situation is unique. Our services are customized to address your specific needs, ensuring that you receive the support and guidance necessary to fulfill your fiduciary duties with confidence.

Choosing Keyes Law Group, PC, for your fiduciary representation needs means partnering with a law firm that combines expertise with a commitment to excellence. Contact us today to discuss your specific situation, and let us help you fulfill your fiduciary responsibilities with confidence and peace of mind.

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A trustee is a fiduciary.

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Fiduciary means that someone is responsible for caring for the assets or

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decisions of another person.

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And so a fiduciary duty is a duty that an individual has because of the

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mantle or responsibility that they have been given to manage someone else’s

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assets or decisions. And so there are 10 or 12 different fiduciary duties.00:00:28,280 –> 00:00:30,120
I don’t want to go over all of them in one place,

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but I’ll go over the three largest ones. The first one is a duty of loyalty.

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The trustee must not make decisions to benefit themselves but to benefit the

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beneficiaries.

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That happens a lot of times where a trustee is a beneficiary as well.

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There are four kids in a family, and one is a trustee.

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The trustee needs to make sure that she is not deciding for herself,

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but is deciding for all four.

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Second one is that a trustee has a duty to not commingle.

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They must not put assets into their own name unless it’s an absolute total drop-

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dead complete emergency.

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So trustees must maintain their own assets separately.

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I’ve seen many times where a trustee put assets into their own name,

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not understanding that they’re not supposed to do that.

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And probably more importantly, the trustees have a duty to manage the trust

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to follow the documents in place.

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So a trustee must follow the trust document. That is the rules that,

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that they must follow. They must follow what the trust document says.

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They can’t say, mom told me this on her deathbed. Well,

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if mom told you something on her deathbed,

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I understand that that’s what mom wanted, but mom didn’t write that down.

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And mom’s words do not counteract her written document.

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And so if all the beneficiaries agree, then you can follow mom’s wishes,

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but until they do, the document is king.

CLIENT TESTIMONIALS

"I have had the pleasure of working with the Keyes Law Group these past months. To date, Mr. Keyes has been a great asset to our family; helping to plan a trust and the appropriate tax strategies for us and the next generation. What has worked very well for my wife and I is the time Mr. Keyes has devoted to not only hearing our financial planning concerns, but to also take the necessary time to explain and offer options for us to consider. We have worked with tax attorneys and financial consultants over the years. For us, a successful relationship is one of the key factors that we strive for. Working with the Keyes Law Group has been a very good fit for us as we work to get our financial affairs in order." -- RY

"I can’t say enough great things about Keyes Law Group! They are thorough, caring, and extremely efficient! I send everyone I know to them for Estate Planning! They took such great care of my family and they have earned my business forever! Look no further than Keyes Law Group if you want a seamless process and to cover all bases for your estate! They aren’t just Estate Attorneys; they are family!" -SL

"The patience with helping us achieve our goal and the patience in breaking down the legalese into simple language that we could understand was very beneficial. We felt we were very well taken care of." -GR

"We truly appreciate your thoughts, ideas and time. I very much value your expertise and look forward to more dialogue about best ways to move forward, build healthier relationships with our children and their children and to pass on our values to the degree we are able." -R.Y.

"I was able to have a honest dialog with such an understanding, compassionate, and caring human being. Thank you." -Y.H.

"I've had the opportunity to work with Elijah for several years now. I started during a challenging situation with my mother and he was terrific. I'd say he's very responsive, reliable and exceptionally fair. Also very empathetic. It's refreshing to engage with him and feel that I'm being well taken care of and my needs are being met. His staff is also lovely and overall super accommodating." -I.S.

"It is very important to research and choose wisely when looking for an estate planning attorney. Did you know that the California State Bar Board of Legal Specialization has a unique recognition for attorneys who go beyond the regular requirements to practice Estate Planning? Elijah Keyes has this designation; Certified Estate Planning Specialist. He is extremely well versed with this specific area of law and is a strong advocate for his clients in estate planning, including establishing living trusts, wealth planning and family transfers, dynasty trusts, conservatorships, special needs trusts, elder law medi-cal benefits and planning, trust administration and probate. Thank you Elijah, for being a trusted resource for us and for our clients!" -M.H.

"Keyes Law Group helped our family through a very difficult time with estate planning. He's honest, transparent and genuinely cares about his clients. His own personal experiences have shaped his approach in working with people - especially older folks who might be more mistrusting. He can finesse difficult conversations with ease and for that, I'm forever grateful. 100% recommend!" -Y.V.

"Elijah was very helpful with editing our family trust after my wife passed away. He answered all my question in a timely manner and if he did not know the answer he found out quickly. He would take time out of day to reassure me that he had everything under control. He took his time to explain why he worded the trust the way he did and that I understood what it meant. Will use him again when the trust needs to updated." -D.

Our Fiduciary Representation Services:

ADDITIONAL INFORMATION

CLIENT TESTIMONIALS

HOW CAN WE HELP YOU?