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Act As Liaison During Your Estate Planning Process

Trusted Appointee and Pamela Pearl support you and your family by serving as an independent liaison working together with your chosen legal, accounting, investment, insurance, and real estate professionals to ensure a smoother path as you navigate your ongoing estate planning needs.

Serve As Power Of Attorney For Property

Serve in your best interests, and in good faith, to fulfill duties as your Agent, and as directed by the Power of Attorney for Property.

Serve As Trustee For Private Estate Administration

Serve as Independent Estate Trustee or Co-Trustee to administer private inter vivos trusts (during life), testamentary trusts (after death) and supplemental needs trusts.

Provide Estate Administration Support

Assist trustee, as directed, with administration for inter vivos, testamentary, and supplemental needs trusts in accordance with trust documents.