The Little Things at Whittier Trust

Mom had a nose for business but Dad was more of an artist. Once they both passed on and I was left with the real estate Mom accumulated, I realized that I got my business sense from my father. I’m definitely Daddy’s little girl. I found myself sitting at mom’s desk, staring at a little wooden boat my dad had carved and crying. I was so overwhelmed. But then my phone rang. Tim was calling to check in on me. He shared memories of Mom and Dad and also had some ideas for how to make this transition easier: paying bills, upkeep on the properties, managing investments – stuff like that. Reaching out to check on me may seem like a little thing but it’s made all the difference.

— Haley, San Jose