Alexandra McIntyre
Trustee Fiduciary
Alexandra McIntyre is the principle fiduciary at Private Trustee Services
Our Services
Trust Administration
We serve as Trustee or Successor Trustee to make sure the terms of the trust are carried out for the benefit of the beneficiaries.
We marshal all assets, identify any liabilities, make sure taxes are paid, oversee any investment or bank accounts, manage any real estate or rental properties, prepare regular accountings, and work with clients and their attorneys to make sure the client’s estate plan stays current and up-to-date.
Daily Financial Management
We will make sure your accounts are in order and that your bills are paid on time. Our Private Trustee and Fiduciary Services will reduce your worry about paying your bills, balancing accounts, and organizing your financial paperwork.
When a client is having trouble, or is no longer able to manage their daily affairs, we will help with bill paying, writing checks, reconciling accounts and balances, reviewing and responding to correspondence, keeping track of medical and insurance records, and arranging for the preparation and filing of tax forms.
Conservatorships
A Conservator is appointed by the court when it has been decided that a person has become impaired or incapacitated to the extent that they are no longer able to take care of themselves, their health, their relationships, or their personal, or financial affairs.
We can help with the process of advocating for, and protecting the person and their property; and will endeavor to help our client preserve as much independence as possible.
Care Management
Should home health care become necessary, we will review, evaluate, and coordinate the plan of care with the client, their doctor, as well as family members.
Once the level of care has been established, we will continue to monitor the caregivers, as well as daily schedules, doctor’s appointments, benefits, home repairs, and any other issues. As part of our commitment to complete care of our client, we regularly communicate with other family members to keep them informed of the loved one’s well-being throughout the on-going process.
We know the well-being of your pets is a vital concern of yours, and it’s an important component of your peace of mind; and therefore your care management. We love animals! We will make sure your darling pet-companions are safe, comfortable, and cared for. Whatever it takes for you both to feel comfortable, we will provide.
When a Client wishes, we will
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Keep track of and organize all financial and medical records
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Serve as Representative Payee to receive income and pay expenses when necessary
- Research, evaluate, and coordinate care alternatives and arrange for long term care planning in the home, or in another residential facility
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Provide advocacy and support for our client with medical doctors and when hospitalized
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Coordinate with realtors and repairmen and contractors to prepare real estate property for sale
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Research and arrange for appraisal of rare and collectible art, antiques, and other valuables
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Coordinate with appraisers to oversee and organize estate sales
- Take care of your pets, and make sure they are safe, comfortable, and cared for
Executor or Personal Representative
An executor is appointed to settle an estate when a person has passed away. In this position, we take responsibility as the administrator or personal representative to locate and notify any heirs, to inventory and protect all assets, to pay bills, sell real estate property, prepare final tax returns, and distribute assets according to the decedents will.
Private Trustee Services can be named as Executor or Personal Representative in a person’s estate planning documents. We are also able to act as an agent for someone else who has been appointed to this position, but who is unable to personally fulfill their duties and responsibilities.
The people who have trusted us so far
[us_testimonial author=”Robert E. Clark, MD” company=”Mill Valley, CA”]Alexandra McIntyre brings fusion of heart, mind, and soul from many decades of dedicated service to her work with fiduciary clients. She is my top of the top of the top Recommend[/us_testimonial][us_testimonial author=”Heather Reynolds, Esq.” company=” Law Offices of Heather Reynolds, Inc. Alameda, CA 94501″]After watching Alex work with a number of my clients, I decided to name her as MY trustee. She goes beyond the call of duty as an advocate, and I admire her impeccability. I’ve seen her in action and know that I’m in very good hands. I feel so grateful to have an angel on my team of experts![/us_testimonial]
[us_testimonial author=”Thaddeus M. Trela” company=”San Francisco, CA”]When I unexpectedly became executor of a moneyed and problem-filled estate Alexandra provided knowledgeable advice and guidance. It prompted me to involve her with my personal life and estate documents. Particularly admirable is her responsiveness to a client’s concerns. Anyone seeking fiduciary services will be well served by Alexandra[/us_testimonial][us_testimonial author=”M. Brammer” company=”Rancho Santa Fe, CA”]In 2010, I had emergency surgery, which required six weeks of immobility, so I was in need of an interim caregiver to help me manage my house and estate. Alex McIntyre was a godsend: exceedingly competent, wise, sensitive, and intelligent, she took care of everything so well, that I didn’t have to worry about a thing. It is an amazing thing, when you are recuperating, to be able to truly relax and heal, knowing that everything is in reliable hands. This peace of mind would be equally treasured by anyone who is lucky enough to hire her as their interim fiduciary. I credit my successful rehabilitation largely to Alex’s accomplished participation in the recovery process.[/us_testimonial]
Useful information for those looking for Private Trustee Services
- When you or a loved one has become physically or mentally impaired and assistance with daily affairs has become necessary
- During times of illness of either short or long duration, or after a hospital stay
- When grieving the loss of a loved one has become debilitating
- When daily affairs, bills, and health are being neglected
- If you or a loved one suffers from Alzheimer’s, dementia, a brain injury, or other disability
- If you are estranged from family and friends, or don’t want them involved in your financial affairs; or if they live too far away to help you
- When to call a Fiduciary
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- When you or a loved one has become physically or mentally impaired and assistance with daily affairs has become necessary
- During times of illness of either short or long duration, or after a hospital stay
- When grieving the loss of a loved one has become debilitating
- When daily affairs, bills, and health are being neglected
- If you or a loved one suffers from Alzheimer’s, dementia, a brain injury, or other disability
- If you are estranged from family and friends, or don’t want them involved in your financial affairs; or if they live too far away to help you
- Why do I need a private trustee?
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CONTACT US
ALEXANDRA McINTYRE
Private Trustee Services
Alexandra McIntyre 404 N. Mt. Shasta Blvd., #358 Mount Shasta, Ca 96067
(510) 812-6544