Planning your future isn’t so much drafting a will as it is taking care of the people and causes you care about through sound estate and trust planning. That’s where Angelique Friend enters the picture. As a respected, experienced source of full-service trust services in California, Angelique provides families with reassurance during some of life’s most delicate moments.

Below, we’ll explore the range of trust and estate administration services Angelique provides and explain how each one plays a critical role in protecting your legacy.

Trustee for Living Trusts

A Living Trust is a powerful tool to manage your assets during your lifetime and pass them smoothly to beneficiaries after death—without the need for probate. Acting as a trustee for living trusts, Angelique ensures that your assets are handled responsibly, in accordance with your instructions, and with full legal compliance.

Whether you want someone to take over immediately or just after you’ve passed away, Angelique’s trustee services provide families with the assurance that their business is in caring, competent hands.

Pro Tip: “Selecting a neutral third-party trustee can avoid family disputes and keep your estate plan on track.”

Special Needs Trusts

If the loved one is disabled, financial planning becomes even more urgent. Special Needs Trusts are created to allow the beneficiary to maintain eligibility for public benefits while still benefiting from family assets. Angelique provides seasoned counsel and empathetic management of these trusts—always focusing on the individual’s dignity and highest good.

Charitable Remainder Trusts

Want to leave a philanthropic legacy and secure your income for yourself or your loved ones? A Charitable Remainder Trust (CRT) could be the solution for you. Angelique can serve as the trustee of your CRT, distributing income as specified and ultimately bequeath the remainder to your selected charity. It’s a double benefit for philanthropy and safeguarding your future.

Trust Protector

Every well-established trust requires someone to manage and, if needed, modify the terms should laws evolve or surprise circumstances pop up. As a Trust Protector, Angelique acts as an unbiased entity who guarantees your trust is effective and compliant with the law—years after years.

Estate Administrator

Administering an estate is physically and emotionally draining. Angelique serves as Estate Administrator, managing everything from paying debts and filing taxes to the distribution of assets. Her clients value her high level of attention to detail, communication, and empathetic manner with which she approaches what is a very challenging time for many.

Guardianships of Person and Estates

When an individual is incapacitated or when minor children are orphaned, legal guardianship must come into play. Angelique is well-versed in handling Guardianships for Person and Estates, ensuring that health care decisions, residence, and finances are all attended to ethically and legally.

Custodian for Minor’s Assets

An Angelique Friend Minor’s Asset Custodian oversees funds left to a child until they are of age. Angelique offers responsible, open custodianship under the California Uniform Transfers to Minors Act (CUTMA), always prioritizing the minor’s long-term best interests.

Why Choose Angelique Friend for Trust Services in California?

While handling high net-worth estates to assisting families with special needs planning, Angelique delivers personalized services with integrity, transparency, and empathy.

If you’re searching for trust services in California, Angelique Friend offers a comprehensive suite of solutions tailored to meet your family’s needs—now and in the future. Her services support individuals, families, and professionals looking for a trusted partner in estate and trust administration.