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Why choose this provider?
Serving Rialto and the rest of California, Ravi Patel frequently works with clients who are administering trusts with mixed assets, such as accounts, real property, and personal effects. These situations can involve complications like ambiguous asset lists, informal loans, or property left out of the trust altogether. Patel helps trustees sort through what is actually covered by the trust and what may need a separate court petition. He also walks them through how to value the estate, document distributions, and maintain records if any questions arise later. He stays involved until the last steps are complete, including transfer of title and final reporting to beneficiaries.
- Estate Planning
- Trust Administration
- Heggstad Petitions