Tustin Private Fiduciary and Concierge Services
With over 100 years of combined legal experience, our team is highly qualified to provide legal services for your most difficult family circumstances.
Tustin Private Fiduciary and Concierge Lawyer
At DeArmey Law, our clients are our top priority. When you work with us, we do everything in our power to ensure that your legal needs are met. Our ambition is to exceed your expectations. We approach every situation with the understanding that each of our clients is unique and has their own set of needs. During our 40 years serving California communities, we’ve come to understand that there is a significant need for asset management, as well as comprehensive legal services among our clients. This is why we offer a wide range of private fiduciary services on behalf of our clients to ensure their money is well protected, managed and spent. From guardian/conservatorships to estate executor services, we go above and beyond to honor our clients’ trust in us every day, from power of attorney to trust administration.
Often, people believe they need to be excessively wealthy to benefit from fiduciary legal assistance, but that’s a myth. If you have assets, you should invest in their legal protection.
Private Fiduciary and Concierge Services
Tustin Private Fiduciary Services
Offering wealth management is a unique service at DeArmey Law. Not all attorneys have the experience and the personal investment to provide these services to their clients, but we pride ourselves on our ability to offer them. To manage your assets in a way that’s cohesive to your values, we spend time getting to know who you are and what you want. In this way, we can direct your assets in the way that you would. You can be certain that all financial advice and decisions are in line with your morals and desires while ensuring that your finances are well allotted to remain safe and profitable. Other fiduciary services operate in an impersonal way and apply generalized values to their strategies.
With DeArmey Law’s private fiduciaries service, you can be sure that your assets are in the hands of those who know and act upon your unique values.
The chance to live to an advanced age is a privilege that we treat with great reverence at DeArmey Law. We show this respect by offering a full range of guardianship and conservatorship services to our clients. However, these decisions aren’t just reserved for seniors. Guardian and conservatorships are important to consider at every stage of life.
When you work with our firm, we begin these services by fully acquainting ourselves with you and your family. This process provides us with the ability to make care and living decisions that are in your best interest and that are in line with your values. Our guardian and conservatorship services provide you with peace of mind, knowing that someone is always on your side to make decisions if you or your family cannot. The courts automatically assign guardians and conservators if you become unable to make financial or personal decisions on your own. By hiring the team at DeArmey Law as your guardian or conservator, you can be sure that the person who makes the decisions if you can’t is fully knowledgeable of your situation and wishes and not a court-ordered stranger.
Estate Executor Services
Though it’s uncomfortable to think about, someone will need to carry out your wishes surrounding your will and estate after you pass. The death of a loved one is often devastating to families, and grief often impedes the process of carrying out the deceased’s will. By having an estate executor, you relieve your family of the task of dividing your assets while they are grieving, which often leads to arguments and tension within even the closest of families. Hiring an estate executor also ensures that your wishes are followed exactly, and there is no interference from family members who believe that they know better or who are looking to take more than they are bequeathed.
Not only do personal estate executors have loyalty to you and your wishes, but we are also contractually and legally obligated to follow your instructions exactly. This is the most secure way to ensure that your estate lands in the right hands after you are gone. We protect your best wishes at each step of the process.
Power of Attorney
Entrusting your power of attorney to an actual attorney has incredible benefits. Because we are intimately versed in the language of the law and of contracts, we are more than qualified to make sound decisions on your behalf. If you are incapable of signing important medical and financial documents, you can be sure that having a DeArmey lawyer as your professional power of attorney is the next best option.
Private Fiduciary and Concierge Services from DeArmey Law
Here at DeArmey Law, we are passionate about protecting your wealth, fulfilling your wishes, and preserving your legacy. We believe that our range of private fiduciary and concierge services allows us to meet our customers’ needs better and give a more personal and comprehensive approach to our legal services. If you are interested in hiring us for any of these positions or have further questions about what we offer, please contact us. Our passion is to provide exemplary legal representation to people around California, and we would be thrilled to serve you and your family.
Tustin Practice Areas
Trusted by the Southern California Community for More Than 40 Years
With over 40 years of combined legal experience, our team is highly qualified to provide legal services for your most difficult family circumstances.