Additional Resources
Finding the right people to help you through this sensitive situation is crucial. We've been in this business for a long time and we've developed relationships with attorneys, fiduciaries, and tax professionals that we trust. Below are some resources you can use to find professionals in your area, but if you reach out we're happy to connect you with firms we work with regularly and whose abilities we're confident in as well as provide our free getting started documents to help you gather documentation and stay organized.
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Platinum Senior Network
Platinum Senior Networking chapter members strive to enrich the lives of seniors by promoting independence, peace of mind and security. We do this by providing specialized and collaborative local resources and services that contribute to the well-being of seniors through consultation, education, and community outreach.
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PFAC
The Professional Fiduciary Association of California aims to promote high standards of ethics and practice in the industry. You can learn more about fiduciary responsibilities and what services you can expect.
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Silicon Valley Bar Association
The Silicon Valley Bar Association is the leading bar association in Silicon Valley for practitioners in the area of estate planning, probate, trust and estate administration, civil litigation, trust and estate litigation, tax law, conservatorship, guardianship, tax exempt organizations, and elder law.