A trusted professional to safeguard your client’s interests.
Professional Fiduciary Services Bakersfield
Serving Kern County California
❖ Protect their assets
❖ Uphold their wishes
❖ Maximize estate value
Your reputation is at stake.
Make sure you know who you’re teaming up with.
At Kern Fiduciary Services, Inc., I promise to…
Prioritize your client’s wishes, while balancing the interest of the beneficiaries.
Do everything in my power to maximize the value of your client’s assets.
Follow the law and standards set forth by State law and the Professional Fiduciary Association of California.
“Every case is different, and I will treat your client’s case with the personal attention that it deserves.”
— Jamie Urner, CA Licensed Professional Fiduciary #1149
Tag me in on your toughest client matters…
As Trustee
Keep your trust administration matters efficient by handing the day-to-day financial tasks to a licensed professional.
As Estate Administrator
Strained family dynamics do not make for a quick and painless probate. Many times a neutral, 3rd party is best.
For Accounting Services
Maintaining accurate accounting for an estate or trust can be a daunting endeavor. Relieve your client’s burden by bringing in a professional to create a probate-compliant trust accounting.
Real stories from real Attorneys.
Successful case outcomes for attorneys and their clients.
“We had a very contentious and complicated trust administration matter that required the investigation of trust receivables and a detailed accounting of trust assets. It was uncomfortable to be placed between two beneficiaries in disagreement about the proper accounting and distribution of trust assets. Jamie was very diligent in her research and her documentation. I felt confident we had accurate information to provide to the parties involved in the administration. Jamie’s patience, determination, and attention to detail resulted in the collection of trust receivables that were initially considered uncollectable. Jamie is professional and dependable. You can count on her to get the job done. I have been fortunate to work with Jamie on several projects and I look forward to working with her in the future.”
“I had a very contentious probate where none of the siblings could qualify for a bond. I called several veteran professional fiduciaries, none of whom were currently taking cases as they were wrapping up their offices for retirement. One, whom I had known for many years, told me about Jamie Urner. She trained under the veteran who recommended her so I felt confident she could handle the matter... She has been very professional and able to reason with the heirs and get them to cooperate and agree to the proposed division of assets. She contacted professionals to appraise, repair, market, and sell the real property to obtain the best price possible for the estate. I am very pleased with her work...”
Refer your clients with confidence.
1
Schedule a call
Let’s discuss the client’s situation so we can determine if I’m the right fit for their family.
2
Hand the matter to me
I’ll set aside time for the client and I to address any questions and concerns. They’ll leave knowing the benefits of working with me and clear steps to bring me in as Trustee or Estate Administrator.
3
Know they’re in good hands
With a Licensed Fiduciary as Estate Administrator or Trustee, you can be certain your client’s wishes will be honored pursuant to their estate plan documents and the law.
When a client’s health is in decline, the last thing their family should have to spend time on is managing their financial assets.
At Kern Fiduciary Services, I know what it's like to watch a loved one's health decline over time and how difficult it is to manage. That's why I provide trustworthy estate management in times of life when every second counts.
Schedule a call with me to discuss how we can be certain your clients’ estate is well managed and their wishes honored. Whether it’s serving as Trustee or settling the estate as Administrator, I can help.
Jamie Urner, Licensed Professional Fiduciary # 1149
