Providing a Comprehensive and Holistic Range of Services
Whether we are designated in the client’s estate plan or are granted authority by the Probate Court, Marchi Smith & Levin provides full services in the following capacities:
Fiduciary Management – serving all counties throughout California
When designated in the client’s estate plan or granted the authority by the Probate Court, we serve in the following capacities:
- Trustee
- Executor/Administrator
- Agent under Power of Attorney for Financial Management
- Agent under Healthcare Directive
- Representative Payee for Social Security
- Trust Protector
- Guardian for minor child
- Developing beneficiaries and teaching them how to budget, manage risk, organize, and understand estate planning
Fiduciary Support – serving all counties throughout California
When a non-professional fiduciary such as the client’s adult child is serving in that role, we can help that individual carry out their responsibilities by doing the following:
- Inventorying and appraising assets
- Preparing annual accountings
- Reviewing existing estate plan
- Overseeing beneficiary distributions
- Organizing records for tax preparation
- Analyzing and advising on cash flow and depletion
- Preparing bills and developing a budget
- Processing insurance claims.
- Advocating for client with financial institutions, pension plans, insurance companies, government agencies.
- Facilitating positive communication and resolving conflicts between beneficiaries and among co-fiduciaries
Personal Care Management – serving the greater San Francisco Bay area
The following is a sampling of the functions we perform as Care Manager:
- Assessing needs and developing a care plan regarding client’s most suitable residence, safety of the residence, health needs, domestic needs, transportation, therapy
- Communicating with and advocating to families, health professionals, and care communities
- Engaging and monitoring caregivers
- Conducting ongoing plan review to ensure client physical, safety and emotional needs are being maintained
- Building consensus and resolving conflicts between clients and their family members, among family members or care providers