Trustee (or trust administration)

How Professional Trust Administration Helps You

We will administer your trust with the prudence and discretion that it deserves. Our goal is to free you from day-to-day worries regarding the care and responsibility of your trust. Your legacy is in experienced hands.

  • California Licensed Professional Fiduciary (CLPF)
  • National Registered Guardian (NRG)
  • General Member of the Professional Fiduciary Association of California (PFAC)
  • Non-attorney member of the Silicon Valley Bar Association

Professional Trustee Administration in Palo Alto, CA

We offer professional fiduciary services in Palo Alto, CA, and specialize in personalized trustee representation. Our trustee administrators are fully licensed in the state of California and highly trained to uphold the standard fiduciary code of ethics recognized throughout the industry. We use our knowledge of current trustee administration practices and standards to ensure that disbursements and asset investments comply with state law.

As professional fiduciaries, we have extensive experience and skill in avoiding the common pitfalls made when trustee administration is handled by family members or friends. We will guide you through the process, and make sure that your trust is always in good hands.

Trust Administration Services

Trust administration includes a range of fiduciary services, including financial reporting to trust beneficiaries, tax return filing, trust distributions, and trust asset management, among other services. We have extensive experience working with stock brokerage firms, stock transfer agents, and limited partnership investments.

How We Work

We place our clients at the center of our practice – listening first to your needs, and then, as the big picture develops, we act quickly to serve you. We can also work in partnership with other professionals on your team. We handle your fiduciary needs with the objectivity and experience needed for your trust to thrive, providing the financial security on which current and future beneficiaries depend.

For excellent, personalized fiduciary services, call on Prime Fiduciary Services, LLC. at (650) 383-5313.