CALIFORNIA PROFESSIONAL FIDUCIARY
PEACE OF MIND
WHO
We provide licensed and bondable private professional fiduciary services: Trust and Estate Administration, Trustee and Successor Trustee, Special Needs Trusts, Sub-Trusts, Conservator, Executor/Administrator, and Power of Attorney.
WHAT
Fiduciaries serve as a bridge between all those that care for the client: family, health care providers, caregivers, financial advisors, CPA's, and attorneys. While protecting both physical and financial interests, we carry out a wide range of duties that meet daily living needs and/or long term plans.
WHY
Everyone wants to keep some control of their life, and many of us will need help at some point. Sometimes, a neutral third party is needed. Maybe family is unable, or the complexity requires expertise. Ultimately, our guiding principal is to ensure your wishes, care and legacy remain in your control.
CONTACT US
979 Osos Street, Suite C1
San Luis Obispo, CA 93401
Phone: 805-434-7234