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AMJ PROBATE & FIDUCIARY SERVICES

Serving our community since 1993.

WHAT IS PROBATE?

Probate is the process required to transfer ownership of property or assets from a deceased to their beneficiaries.

WHO NEEDS TO PROBATE A WILL?

It is a common misconception that carefully drafted wills avoid probate. All wills in the United States must

pass though probate -- a period of court-supervised administration --to be effective.  A will's executor

the probate process by filing a petition with the

probate court, and probate terminates with the distribution of estate assets to heirs.

HOW CAN AMJ PROBATE SERVICES HELP YOU?

AMJ Probate Services offers you the level of service and guidance you need during this sensitive time for 

you and your family.

HOW DO I GET STARTED?

We will be happy to assist you and with any questions and concerns that you may have.

Simply give us a call or fill out our contact form and we will be in touch with you within

24 hours. For immediate service please give us a call at: 562-789-9840

The Role of a Professional Fiduciary Balancing Care, Compassion, and Professional Advocacy

Providing care as a Professional Fiduciary is as much a calling as it is a career. Fiduciaries practicing in the

state of California are required to be licensed by the Professional Fiduciaries Bureau under the

California Department of Consumer Affairs.  They may have had previous careers as attorneys, CPA's, bankers, social workers, or healthcare providers. Many of our members joined PFAC after serving the business, care and personal needs of a family member or loved one.  The responsibility is unique, essential, and, often noble in nature. A fiduciary's role is not merely that of business manager, decision-maker, or guardian. It is also a nurturing bond of trust, concern, and attentive care-giving.  A fiduciary seeks to support mental and emotional well being: reduce the stress of changing circumstances or unexpected events; and,most importantly, help the client, and their families, enjoy a fulfilling life.

Fiduciary Services May Include:

  • Trustee

  • Guardian

  • Estate Executor

  • Daily Bill Paying and Money Management

  • Healthcare Representation

  • Agent under a Power of Attorney

  • Executor for senior with no spouse or family

  • Conservator for those who are mentally or physically incapacitated

There may be many other roles a fiduciary can fulfill.

I. PROBATE ADMINISTRATION:
Fiduciary accounting/Probate Administration
Small Estate Administration/Trust Administration/Letters/Testaments/Letters of Administration
II. TRUST ADMINISTRATION:
Living Trusts/Wills/Trust Amendments/Trust Revocations/Trust Administration/Special Needs Trust/Trustee Appointment

III. LIVING TRUST ADMINISTRATION

IV. PARALEGAL SERVICES
Paralegal support in areas of probate law. 

VI. LEGAL DOCUMENT ASSISTANCE
NOTARY SERVICES AVAILABLE!

Fiduciary Services May Include:

  • Trustee

  • Guardian

  • Estate Executor

  • Daily Bill Paying and Money Management

  • Healthcare Representation

  • Agent under a Power of Attorney

  • Executor for senior with no spouse or family

  • Conservator for those who are mentally or physically incapacitated

There may be many other roles a fiduciary can fulfill.

Legal Marriage

 

 

 

WE'RE HERE TO SERVE

YOU!
 

 

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01

Business Law

02

Civil & Commercial


WHITTIER LOCATION
AMJ PROBATE and FIDUCIARY SERVICES

7740 Painter Ave. Suite 207
Whittier, CA 90602
P 562-789-9840
F 562-309-8316
EMAIL TO: amjprobateservices@gmail.com

Family Law

 

CONTACT US.

What our clients are saying...

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