Fiduciary Services of California

Through years of managing and nurturing Fiduciary relationships the guiding principle is integrity that maintains the dignity
and confidentiality of the client and their legacy.

What is a Professional Fiduciary?

Fiduciary (n.) from the Latin fiducia, meaning “trust”.
A person who has the power, legal and ethical obligation to act for another under
circumstances which require total trust, good faith and honesty.

How Can I Help You?

Licensed Trustee, Successor Trustee, Administrator, Executor, Personal Representative, Representative Payee for Persons, Pet Trusts, Estates and Trusts in California. Expertise in multi-jurisdictional Estates with domestic and foreign assets. Conservatorships and Special Needs on a case by case basis.

Add a proven team player that excels in 'the clutch'.

Focused and disciplined, with the ability to be fully present, driven in difficult, critical and stressful situations.

New inquiries

Please kindly refer to the Farewell Letter.

Accepting responsibility for what needs to be done – anticipating needs before necessity.