| TRUST MANAGEMENT SERVICES Thomas L. Williams, Jr. & Lynn Stokes Pena Attorney's at Law 1482 East Valley Road, Suite 330, Montecito, California 93108 Telephone: (805) 699-6151 Fax: (805) 690-9244 Email: staff@sbtms.com |
| Lynn Stokes Pena & Tom Williams |
Lynn and Tom have diverse
experience in planning and
managing probate matters,
trusts, wills and estate plans
as well as business planning
and transactions, conflict
resolution and project
management.
experience in planning and
managing probate matters,
trusts, wills and estate plans
as well as business planning
and transactions, conflict
resolution and project
management.
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- Personal Attention from People you Know and Trust
- Estate Planning, Revocable Trusts, Wills, Probate
- Durable Powers of Attorney, Advance Health Care Directives
- Irrevocable Trusts, Insurance Trusts, Special Needs Trusts
- Family Limited Partnerships, Charitable Trusts
- Insured; Individual Trust Bonding Available
- Reasonable Fees & Expenses
We also provide or manage the following
services for our clients:
Acting as private trustees, executors and
agents so that we can coordinate the
management of your estate to help protect
your Financial Security and carry out your
Final Wishes through any or all of the
services listed above.
We remove the burden from family members
who are often chosen to act as trustees,
executors and durable power of attorney
agents without having any background or
training in such matters.
services for our clients:
Acting as private trustees, executors and
agents so that we can coordinate the
management of your estate to help protect
your Financial Security and carry out your
Final Wishes through any or all of the
services listed above.
We remove the burden from family members
who are often chosen to act as trustees,
executors and durable power of attorney
agents without having any background or
training in such matters.
- Private Trustees, Executors & Agents
- Trust Administration
- Probate Administration
- Trust Accounting
- Probate Accounting and Settlement
- Estate Management and Settlement
- Estate Tax Returns
- Income Tax Returns for the Deceased
The information presented in this web site is of a general
nature and does not constitute legal advise. Please
contact us if you have questions or legal issues.
nature and does not constitute legal advise. Please
contact us if you have questions or legal issues.