Wills.  Trusts.   Probate.  We Can Help!

A well drafted Estate Plan allows for the efficient management and ultimate distribution of your wealth in the event of incapacity or death.  It will also protect your assets by minimizing potential taxes and fees, and should make matters easy for your heirs.

Whether you develop an Estate Plan to include a Trust, a Last Will and Testament or any other method, First Federal Bank of California can help by being named as:

• Trustee in a Trust
• Executor in a Will
• Conservator over assets
• Guardian over assets of a minor

Or, the person you have named in any of the above capacities can retain First Federal Bank of California in an Agency Relationship to assist in the handling and ultimate distribution of your estate.

Peter S. ("Pete") Williams is First Federal Bank of California's Senior Trust Officer and Estate Planning expert.  Working through Pete, when you name First Federal Bank of California in one of the above-listed capacities, we will perform the following fiduciary services:

• "Marshalling" assets (locating and consolidating funds)
• Investing assets (according to your desires to preserve capital, provide income and/or grow assets)
• Tax reporting (to assist your accountant with necessary tax information)
• Legal matters (to assist your attorney with filings and documentation)
• Payments of expenses (paying debts, taxes; monitoring billings).
• Communications with beneficiaries (on financial accountants, legal notices, etc.)
• Care of real and personal property (ensuring that property is maintained, insured and protected).
• Distribution of assets (according to your instructions as expressed in your Trust or Will)

For more information on how First Federal Bank of California can be of help with all of your Estate Planning needs, call Pete Williams today at 310.319.6037.