Home » Fiduciary Representation

Fiduciary Representation

Name: Goff Legal, PC
Telephone: 916-625-6556
Rating: 5

Home » Fiduciary Representation

Professional Representation

Goff Legal provides professional representation for fiduciaries and beneficiaries in a wide variety of cases within California. A Licensed Private Fiduciary (LPF) is an entity and/or individual who has been legally licensed to serve as a fiduciary under California laws. LPFs are responsible for managing and protecting the assets of those they serve and making decisions that best serve their clients’ interests. LPFs typically provide services such as estate management, financial planning, trust administration, conservatorships, and guardianships.

Our experienced attorneys are deeply dedicated to providing legal services that are customized and tailored to the individual needs of each client. Our team of knowledgeable professionals is well-versed in all facets of California estate, trust, and guardian matters, as well as litigations such as will contests and dispute resolution. We recognize that not every situation is the same and we strive to obtain solutions that best fit the unique circumstances of each case. From providing sound legal counsel to ensuring your rights are safeguarded throughout the process, our attorneys have a wealth of experience and resources to draw from when it comes to delivering quality legal representation. Our focus is always on helping our clients achieve their desired outcomes while protecting their best interests.

Sophisticated Business Perspective

Goff Legal understands the needs of fiduciaries because we have been representing them for more than nine years. In addition to our extensive experience, we are also well-connected with the Professional Fiduciary Association of California (PFAC) as an associate member. We’ve presented on their behalf numerous times and serve as a reliable source of information when it comes to keeping fiduciaries updated on their legal obligations and potential strategies.

Our vast understanding of the nuances involved in this type of work has enabled us to provide comprehensive counsel across multiple industries, allowing us to deliver effective solutions time and time again. To further support our clients, we continually track the latest legislative changes to ensure that our advice is up-to-date and pertinent to their situation. With our top-notch service and commitment to fiduciary care, you can trust that your needs will be handled promptly and with the requisite expertise.

Goff Legal's Unique Structure to Support Fiduciaries

STEP 1 CONFIDENTIAL INTAKE

Fill out a Fiduciary specific intake form
An attorney will review the forms and any attached documents.
Within 24 hours, we will be in contact with any questions or to schedule a meeting with the attorney.

STEP 2 CONSULTATION

Meet with an attorney (phone or virtual) to discuss any concerns and questions.
The attorney may provide suggestions for acceptance or language changes prior to acceptance.

STEP 3 ENGAGEMENT

Our office will send an engagement agreement (for each case individually).
We will introduce you to the managing paralegal on your case.
We will schedule the first gathering meeting to determine what your will handle and what our office will handle.

Experienced Attorneys

At Goff Legal, we take pride in having a highly experienced team of attorneys who are passionate and knowledgeable about fiduciary laws related to trusts and estates. Our attorneys have an extensive background in this area of law and are able to provide specialized legal services that cater to the individual requirements of each client. Our attorneys understand the nuances and subtleties involved in fiduciary trust and estate law, allowing them to effectively handle the estate, trust, and conservatorship matters, as well as litigation issues such as will contests and dispute resolution.

Furthermore, our team features a certified specialist who can offer simplified solutions even to complex legal situations. We strive to assist fiduciaries in understanding the complexities of their cases, guiding them through their case and providing counsel if they have been appointed to a case related to litigation proceedings. With an eye for detail and an in-depth knowledge of trust and estate laws, we ensure our clients are fully aware of all the options available to them during various stages of the process.

Partnering with Other Businesses

Connecting fiduciaries to top-notch professionals in the banking, real estate, insurance, and financial fields is just one of the many ways our firm can lend a helping hand. We understand that navigating the complex web of financial services can be daunting without the right connections, which is why we’ve built strong relationships with vetted specialists. Our team also provides internal trust accounting services to ensure you never miss a deadline. We pride ourselves on delivering rapid and effective services that go above and beyond your expectations.

If you’re a fiduciary without access to personnel or the necessary skills, we’ve got you covered with our internal trust accounting services. We understand the importance of meeting deadlines and delivering rapid, effective service, so you can always count on us.

We work closely with our experienced accountant to guarantee that all accounts are prepared on time in order to deliver rapid and effective services. We recognize the significance of meeting deadlines and consistently aim to exceed them.

If you’ve already got your accounting services in place, we’re here to offer an extra layer of peace of mind. Our team of experts can thoroughly review any trust accountings prepared by fiduciaries and evaluate them against the highest probate code standards. We’re seriously dedicated to ensuring all accounting requirements are met with precision and accuracy, leaving you free to focus on what matters most. Trust us, you’re in good hands.

A woman is meeting with an estate tax lawyer in Rocklin and Roseville, CA at Goff Legal, PC

Process, Features + Benefits

At our firm, we strongly believe in and are dedicated to providing exceptional service. Our process is specifically tailored to work with fiduciaries and consists of a comprehensive checklist system. This step-by-step approach ensures that all new and experienced fiduciaries are taken care of in the same manner, allowing us to be more efficient and better serve our clients. We have regular meetings where we discuss any potential issues or questions, which allows us to address them quickly and effectively. Moreover, since we have a team of highly knowledgeable individuals working together on each case, we can use a collective approach when handling issues, saving both time and resources. In addition to this, it ensures that all legal responsibilities are met at all times and that no detail is overlooked.

Features:

1. Experienced legal team with a focus on fiduciary representation of both new and experienced fiduciaries.

2. Sophisticated business perspective which takes into account the complexity of fiduciaries and their legal responsibilities to beneficiaries.

3. Comprehensive legal services covering a wide array of cases from the initial consultation to final resolution.

4. Extensive knowledge of the California Probate Code, specifically those sections relating to avoiding breaches of fiduciary, avoiding conflicts of interest, and ensuring beneficiaries are treated fairly and communicated with in a timely manner.

Benefits:

1. Trusted guidance from experienced professionals who can help navigate complex fiduciary matters in an efficient manner.

2. Cost-effective and efficient services designed to achieve the best possible outcome for clients, providing peace of mind and financial security in a timely fashion.

3. Personalized service tailored to individual needs and circumstances delivered with discretion, integrity, and confidentiality.

We Look Forward
to Meeting with You

CONTACT 916-625-6556