0 Exceed California Licensing Requirements.
0 Offer expertise in situations with blended families, small business management, property management, & legacy trusts.
0 Excel in court requirements, court accountings, business receiverships and conservator appointments.
What Does A Private Trustee/Fiduciary Do?
Check out how our Safe - Simple - Stewardship services can help you and your family.
We follow your wishes, as written in your estate planning documents.
Every California fiduciary (trustee, co-trustee, conservator, guardian, financial power of attorney, executor, estate administrator, or personal representative) is held to the standards as defined by the California Probate Code. This includes spouses, family members, friends, attorneys, CPA’s, bank/corporate trustees as well as private trustees, licensed or unlicensed.
A private trustee that is insured, bondable, and licensed the State of California offers you and your family additional protection. In order to become a licensed fiduciary, the State of California requires a minimum of education and experience. At The ACE Fiduciary Group we aim to exceed expectations. Our team members bring proven experience in both estate administration as well as other professional expertise. By exceeding the requirements for licensing in the State of California, we can offer a professional approach to this vital service.
What Is Your Legacy?We all leave one behind. What will yours be? How we use our time, talents, treasure and temperament will be what others remember the best about us. We can make a difference in the legacy we live today as well as the one we leave behind. Thoughtful planning can reduce your stress as well as help ease the burden on friends and family when we die.
THE ACE FIDUCIARY GROUP
a division of Acuña & Associates, Inc.
1200 Mt. Diablo Blvd., Suite #108
Walnut Creek, CA 94596
FAX (925) 949-8463