RKO PROFESSIONAL FIDUCIARY SERVICES
Conservator · Trustee · Executor · Administration · Guardian
. . . confidence in knowing we will be there when you need us most.
RKO Fiduciary Services
assists a wide
variety of individuals with varying needs across all
ages.
Our goal is to provide the necessary
assistance to each of our clients so they may lead as
independent and full lives as possible.
We can assist in the following areas.
Please call us if there is something more specific you need.
Trustee • Conservatorships • Estate Administration
Guardian • Agent Under Power of Attorney
Government Benefit Payee • Other Services
∞
Fee Schedule
TRUSTEE :
A trustee can be private or court appointed. The trustee is bound by the trust
document wherein the trustee must carry out and administer the trust as the
terms dictate. This may include safeguarding the trust assets, investing monies,
buying or selling property.
Special Needs Trust (SNT), Assets segregated into a SNT serve the purpose of supplementing the disabled person to enhance their lives where other resources they are getting do not cover. The trustee serves to oversee and administer the trust document as outlined for the person with disabilities.
Successor Trustee, when the original trustee is not able to act - another trustee needs to be appointed.
Trust Management, there are other types of trusts wherein
the trust needs to be managed in accordance with the trust
document. In part, these may include, but not limited to:
º Insurance Trusts - Typically a result of a lawsuit
settlement.
º Trust Administration - As the result of the death of
the trustor, the trustee carries out the wishes set forth
in the trust agreement distribution.
º Charitable Remainder Trusts - An agreement
wherein assets or property is donated to a non-profit
organization and as agreed the donor continues to use
the asset by living in, or receiving payment for a period
of time.
Back to Top
CONSERVATORSHIP :
Appointed and overseen by the probate court, a conservator oversees the financial,
or personal affairs of an adult (called the Conservatee) who has been deemed unable
to act for themselves. Depending on the needs of the conservatee, the court can
appoint a conservator in one or both of the following capacities with the same person
or different representatives being appointed for each:
Successor Conservator, for various reasons a replacement or successor
conservator may need to step in, RKO Fiduciary Services is experienced in
stepping in as a successor.
Back to Top
EXECUTOR / ESTATE ADMINISTRATOR :
Entrusted to oversee a decedents last wishes in distributing and disposing of assets,
finalize payment of debts, pay creditors, and filing taxes.
Back to Top
AGENT UNDER POWER OF ATTORNEY :
There are several types of Powers of Attorney that a capacitated person can execute
in preparation for the future; RKO Fiduciary Services can act.
Back to Top
GUARDIAN :
A legal guardian is someone other than the biological parents that has been
appointed by the court to oversee the benefits of a person under the age of 18.
Back to Top
OTHER SERVICES :
We can assist in other areas regarding your specific circumstances; or, gladly provide
a referral if we are unfamiliar with or, if your needs go beyond the scope of the services
we provide.
· Veterans Administration (VA) Rep Payee
· Social Security (SS) Rep Payee
· Daily Money Management
· Long Distance Care Management
· Surviving Spouse Assistance
Back to Top
FEE SCHEDULE :
RKO Fiduciary Services works with clients on a sliding scale. Our fees are reasonable
and inline with industry standards. Prior to services being rendered, fees are clarified
in advance and in writing. Matters before the court are subject to determination by the
probate code. As a Rep-Payee fees are set by the governing agency.
Back to Top
Areas of
Special Experience California Landlord Issues Property manager for more than fifteen years in So Cal.