LifeBridge Fiduciary Services
Our Fiduciary Services are offered as a complement to our other services and include: Conservatorship, Power of Attorney, Health Care Surrogate, and Trust and Estate Administration. Many people, for many differing reasons, are uncertain to whom they should give legal authority to make important decisions in the event of their incapacity or death. Perhaps it is because they do not have a family member who is willing and able to take on the role. It may be because their family members are unsuitable for one reason or another. Sometimes, a backup to a suitable family member is desired. Whatever the reason, a Professional Fiduciary may be the solution.
Professional Fiduciaries manage money, and oftentimes, difficult people and situations. There are plenty of traditional families, blended families, and dysfunctional families that are faced with an abundance of probems and issues when there is money in an estate to be protected and invested. Sometimes, an older adult does not have children, does not live near them, or doesn't feel comfortable entrusting these matters to the children. Sometimes relationships among siblings or other relatives create strife. Sometimes, the adult child has special needs and the parent wants to ensure continuity for that child in the event of her disabilty or death.
Sheri L. Samotin, President of LifeBridge Solutions, is a National Certified Guardian (NCG) through the Center for Guardianship Certification (CGC) and is licensed by the State of California as a Professional Fiduciary (license #801). Please visit www.guardianship.org for more information about conservators/guardians.
Sheri is available to serve as Conservator or as Power of Attorney, Health Care Surrogate, Personal Representative (Executor) or Successor Trustee for established clients as well as new clients who need assistance.
Our Trust and Estate Administration Support service gives assistance to executors, personal representatives, Trustees and trust and estate attorneys with the many tasks associated with administering a trust or settling an estate. We provide services to include the gathering and organizing of personal records of the deceased, handling mail and bill payment on behalf of the estate, and coordinating estate liquidation.
"I worked with Sheri on two matters that involved related clients that were in crisis. Sheri diligently and professionally took control of the situations and efficiently rectified the issues. Sheri went above and beyond in her responsiveness to the clients and their needs. I highly recommend Sheri and plan to continue to work with her."
--Jennifer J. Nackley, Esq. Partner, Quarles & Brady LLP
To see what other professionals and clients who have utilized our services have to say about us, visit our testimonials page.