Trust Administration
Successor Trustee Services Being the largest group of licensed private professional fiduciaries in Orange County, we offer a wide and diverse range of fiduciaries varying in sex, age and ethnicity, each with unique life experiences and language skills to serve your needs. Choosing a particular individual to be your professional successor trustee provides the security that your wishes will continue during your lifetime and at death. We have been referred to as the “paid family member.” So why choose a PFS successor trustee? It’s simple, we’re California licensed, credentialed and bondable, but most importantly, we’re experienced, committed, compassionate and available 24 hours a ...
Workshops/Education
Our workshops are hosted by a variety of Orange County charitable organizations, who cordially invite you to attend a FREE workshop series – 12 hours of objective education about your financial plan. This is a COMPLIMENTARY 8-week workshop series; objective education about your money. NO FINANCIAL PRODUCTS WILL BE SOLD, NO PROFESSIONAL WILL RECEIVE YOUR MAILING ADDRESS OR PHONE NUMBER AND NO CHARITY WILL SOLICIT A DONATION. Use the form on the right to be notified of upcoming workshops in your area. It's Your Money! It's Your Estate!
Contact Us
Professional Fiduciary Services 23601 Moulton Parkway, Suite E Laguna Hills, CA 92653 Telephone: (949) 600-8625 Facsimile: (949) 608-3593 Toll free voice mail only: (877) 919-5355 Each of our team members are independent professionals, so please feel free to pick any of the below individuals to get started: [caption id="attachment_113" align="alignleft" width="125" caption="Kathy Chester"][/caption] [caption id="attachment_113" align="alignleft" width="125" caption="Betty DeKovner"][/caption] [caption id="attachment_114" align="alignleft" width="125" caption="Kathy Fernandez"][/caption] [caption id="attachment_117" align="alignleft" width="125" caption="Lisa Sellon"][/caption] [caption id="attachment_116" align="alignleft" width="125" caption="Peter Kote"][/caption] [caption id="attachment_115" align="alignleft" width="125" caption="Richard Huntington"][/caption] [caption id="attachment_118" align="alignleft" width="125" caption="Forrest West"][/caption]
Charitable Trust Administration
A Trustee of a Charitable Trust requires special expertise due to the unique nature of how income is taxed to the income beneficiary. There are also special fiduciary rules related to income and the charitable remainder beneficiaries. In addition, the trustee must ensure the charitable trust does not earn any unrelated business income in any calendar year. The trustee determines the goals, objectives and investment management strategies of the trust depending on the type of charitable trust it is: Annuity: Unitrust, Flip, Income Only or Income with Make-up Provision. Not every asset is appropriate for a charitable trust; therefore, the trustee must ...
Power of Attorney
PFS partners serve as your Power of Attorney or Durable Power of Attorney. This power delegation document is a vital estate planning document along with your Living Trust, Will and Advanced Health Care Directive. A power of attorney is a legal document that allows someone else to act on your behalf in matters you specify in the power of attorney document. * You can authorize one of us to represent you in matters involving taxes, real estate, retirement plans, as well as any other fiduciary needs you might have. It is safe if the person you appoint is trustworthy and ...
Testimonials
"Peter Kote is a wonderful ethical soul with a beautiful heart. On top of that he is extremely knowledgeable with regulations, financials, rights and case management." Well wishes, Andrea ____________________________________________________________________________ Hi Pete, Congratulations on the completion of another great session of Estate Planning! I didn’t get this all down on the evaluation form, but you can quote me: “Peter Kote’s classes on Estate Planning and Financial Investing are the best bargains in town! (No matter which town.) Everyone worries about college for the kids. But it’s the adults who need further education on how to manage their hard-earned money and prepare for their later years. ...
Advance Health Care Directive
PFS serves as an agent for your Advance Health Care Directive (AHCD). An AHCD lets your physician, family and friends know your health care preferences, including the types of special treatment you want or don't want at the end of life, such as diagnostic testing, surgical procedures, cardiopulmonary resuscitation and organ donation. By considering your options early, you can ensure the quality of life that is important to you and avoid having your family "guess" your wishes or make critical medical care decisions for you under stress or while in emotional turmoil. DISCUSS YOUR END-OF-LIFE DECISIONS WITH KEY PEOPLE Talk about your decisions ...
Conservatorship
In Orange County, CA, conservatorships are heard in probate court at the Lamourix Justice Center in Orange California. A Conservatee is someone who doesn’t have the capacity to manage his or her personal care and finances. Usually an attorney representing the conservatee recommends to the court a conservator, which usually is a family member, friend or fiduciary. The court approves the conservator after an investigation to manage a conservatee’s daily needs and financial assets. The conservator must follow the law and act in the best interest of the conservatee with the highest trust, accountability and responsibility. Conservator of the Person and ...
Professional Fiduciary Services (PFS) is a largest Orange County group of licensed, bondable, independent fiduciaries who serve as Successor Trustee for Living Trust, Charitable Trust, Special Needs Trust, Marital & Exemption Trust, Life Insurance Trust, Lifetime Benefit Trust, Legacy Trust, etc.
In addition, we serve as the Personal Representative for the Advanced Healthcare Directive, Executor in a Will, Conservator, and Agent for the Durable Power of Attorney for Assets.
PFS is not a Trust Company and each person serves as an individual. We have the talent and experience to manage equities, bonds, real estate (residential and investment) and businesses with the understanding that family issues and care management require a 24/7 commitment.
Our mission is to offer ethical, qualified and personable private professional fiduciaries who work together to provide outstanding service to our clients with loyalty and accountability. Our Trust services are much more than just managing the money!
