SERVICES

WHAT IS A FIDUCIARY?

As fiduciaries, we understand the importance of trust and reliability when it comes to managing your assets. We put our client's interests ahead of our own and are legally and ethically bound to act in your best interests, giving you peace of mind knowing your assets are in trustworthy hands.

WHY HAVE A FIDUCIARY?

We understand that handling the details of your estate or trust can be overwhelming or even unwanted. That's where we come in. Our experienced team is committed to working with you through every step of the process and ensuring your wishes are always top priority.

WHAT DOES A FIDUCIARY DO?

Ensure that your trust is being managed with integrity and in accordance with your instructions by working with you, your family members, attorneys, courts, and other professionals. We follow the guidelines of the Probate Code and Code of Ethics to offer our clients the best services possible.

We support our clients in a variety of ways:

Trustee
Successor Trustee
Probate Administration
Property and asset management
Guardian Ad Litem
Power of Attorney
Health Care Power of Attorney
Health Care Advocate
And more...

Learn more from the Professional Fiduciary Bureau:

What you should know before hiring a professional fiduciary.

SCHEDULE OF FIDUCIARY FEES

PFAC Code of Ethics

Professional Fiduciary Association of California

National Guardianship Association Affiliate

Providing care as professional fiduciary is as much a calling as a career. We hold ourselves to the highest standards including following the PFAC Code of Ethics.

Learn more at http://www.pfac-pro.org