Lambie Richard H
5.0
Richard H. Lambie is a California Licensed Professional Fiduciary in San Jose providing trust administration, estates, conservatorships, and powers of attorney services.
About
Richard H. Lambie is a California Licensed Professional Fiduciary based in San Jose.
With over thirty years of experience in Trust Administration, including 15 years with Bank Trust Departments, Richard established his Professional Fiduciary practice fourteen years ago to focus on the needs of families and individuals requiring special assistance with asset management and problem resolution. He is a past President of the Santa Clara County Estate Planning Council (1995), past President of the Professional Fiduciary Association of California (2003), and served as a Commissioner for the State Bar of California, Board of Legal Specialization Estate Planning, Trust and Probate Law Advisory Commission (2009-2012). The office handles all aspects of client finances, real estate, trust management, and estate management.
Services
Trust Administration
Handles all aspects of trust management including Complex Trust Management, trustee responsibilities, and trust document research.
Estate Administration
Complete administration of estates including probate estate management.
Conservatorship Services
Handles conservatorship duties and responsibilities under Powers of Attorney.
Financial Management
Handles all aspects of client finances including bill paying, investment analysis, and financial status monitoring.
Real Estate Management
Manages real estate assets including supervising residential units and handling commercial property sales.
Professional Fiduciary Services for Attorneys and CPAs
Provides services to attorneys, CPAs, and investment managers including business systems, court relationships, and dispute resolution.
Credentials & Certifications
Reviews
