Fiduciary Services in the Bay Area

What is a Fiduciary and who needs one?

A Fiduciary is a person entrusted to act for another’s benefit. The role is one of great trust, integrity, responsibility, and care.

Many seniors with families choose to appoint a Professional Fiduciary to avoid burdening family members. Even the most capable adult child is frequently fully committed to work and home responsibilities and may not live conveniently nearby. If a more personalized interaction is desired, a Professional Fiduciary is a good choice rather than a bank or trust company. Also, children or adults with special needs would benefit from having a professional manage their person and estate.

Trustee

We professionally manage, administer, and safeguard the assets held in a trust. The assets will be distributed when certain conditions have been met. Learn more about our Trust Administration services.

Conservatorship

When an individual cannot manage their financial affairs (e.g. a minor or someone with a mental handicap), appointing a conservatorship is the appropriate course of action. Learn more about choosing a Court Appointed Conservator for an estate or person.

Decedent Estate Administration

When an individual passes away, liabilities such as taxes and debts must be paid off and the remaining assets and property reallocated in accordance with the estate plan or will of the deceased. Learn more about our Decedent Estate Administration services.

Feel free to Contact Us with all your questions. We’re here to help.