Making Your Future a Success
Plan for tomorrow today!
Fiduciary Services
Trust Services
Jessica offers administration of all types of trusts, including revocable, irrevocable, court-created, and special needs trusts. Jessica will help maximize tax savings, avoid probate and secure your long-term goals with no call centers. Jessica offers personal and professional services that include:
· Collection and valuation of assets
· Payment of expenses and distribution of assets in accordance with trust instrument
· Management of assets
· Accountings to beneficiaries, and
· Coordination of tax and estate planning matters with CPAs and other professionals
Executor Services
Jessica can serve as a neutral third party to handle all aspects of estate settlement, including:
· Compliance with state and federal laws
· Collection and valuation of assets
· Payment of debts and expenses
· Management of assets
· Accountings to beneficiaries
· Tax Reporting coordinated with CPAs and other professionals, and
· Distribution of assets in accordance with Will
Trust Protector
Jessica can serve as trust protector and can act in the following situations:
· Replacement of trustees
· Exercise discretionary authority to allow tax step up in basis
· Trust modification in response to tax changes
· Tie-breaker to end deadlock between co-trustees, and
· Change of situs or applicable state law
Philosophy and Goals
Commitment to the Community
Jessica strongly believes in the commitment to give back to the community. Over the years, Jessica has served on several non-profit boards, including the Travis County Women Lawyers Foundation and the Legal Services to the Poor in Civil Matters subcommittee of the State Bar of Texas. and the Estate Planning and Probate Section of the Austin Bar Association.
Commitment to You
You have worked hard to build your wealth and your entire life as a whole. When the time comes to transfer management of your assets over to someone else, it is imperative to work with a skilled, knowledgeable and compassionate professional who will ensure your goals are carried out according to your specifications. Jessica’s goal is to give you the peace of mind that you deserve to enjoy the benefits of your wealth without having to worry.