Bilingual: English and Se Habla Español
If you have selected Janette A. Brooks as your Executor, Trustee, Successor Trustee, Special Trustee or Trust Protector please ask your attorney to send us a full set of your planning documents, including:
- Trust and Amendments
- Will and Amendments
- Power of Attorney for Finance
- Advance Health Care Directive
- Certificate of Trust
Address: 952 School St.; Unit 224; Napa, CA 94558
Suggested Accounting Objection Period – 180 days
Suggested Trustee Language:
ARTICLE XXX: TRUSTEE PROVISIONS
X Appointment of Trustees and Successor Trustees.
XX. Trustees During Trustor’s Lifetime. Trustor will serve as initial Trustee of XXXXXX TRUST. Trustor reserves the right to name successor and additional Trustees or Co-Trustees during Trustor’s lifetime. If Trustor should become incapacitated, resign, or otherwise cease to serve as Trustee for any reason during Trustor’s lifetime, and if Trustor has not appointed a different successor, then the following individuals and D4 Fiduciary, Business Advisory Services and Family Office Services, Inc., or entities shall serve as successor Trustee: (1) JANETTE A. BROOKS, or any other professional fiduciary employed with D4 Fiduciary, Business Advisory Services and Family Office Services, Inc. or its succeeding entity. (2) A qualified licensed fiduciary with at list 5 years’ experience. 3) In the event of Trustor’s incapacity, the conservator of Trustor’s estate or Trustor’s agent under a durable power of attorney shall have the same right to remove any such Trustee as Trustor would have if Trustor were not incapacitated or Majority of named beneficiaries may name a Professionally Licensed Fiduciary.