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Preserving Your Trust For the Benefit of Your Legacy

About You

Would A Professional Trustee Help You?

A professional trustee or fiduciary can assist families and small businesses in situations where handling an estate requires a 3rd party, neutral fiduciary.  In some cases this is because there is conflict between family members or a special needs trust.  A professional can help minimize the types of areas which can increase conflict - lack of trustee reporting or errors in distributions. 

A professional trustee is necessary for a charitable trust in order to avoid IRS scrutiny.

In some cases, an elderly adult does not want to hobble the estate with a conservatorship and secures the services of a professional fiduciary to assist with daily financial management. 

Occasionally, a family encounters the complex decisions required to assist an aging parent and know they need help.  We offer Family Council Moderators and Trust Protector services to help families through what can be a quagmire of decision making.

Click here to read some real life case studies about people who successfully navigated creating a wonderful and positive legacy for family or charitable organizations.

If you live in Northern California and would like to schedule a free initial consultation with an experienced, professional fiduciary, please call our office.

Check here to see how our services can benefit you. Contact Us to request a FREE assessment.

Let Us Know About You.                                                      

Let us know a little about your situation.  You may just want to better understand the role you have started as a trustee.  Or, you may be wondering if you need a private trustee.  We keep any inquires in the strictest confidence.   You can receive our
REE guide to help you select a trustee when you submit your question below.
Contact Information

Complete the contact form below and we will send you our FREE Guide to Choosing Between Family, Professional or Institutional Trustee.  You can also request our assessment tool by putting this request in the comments section. 


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How Do Our Services Benefit You? 
√    Your values, your legacy, your needs, your sphere of influence and your wishes are honored by our team.

√   Choosing a qualified, licensed, professional trustee, executor or conservator can save your family money by managing expectations and reducing the areas which often can lead to litigation.

√   We are legally required to follow your decisions as written in your trust documents as well as the laws of the State of California and the Uniform Prudent Investor Act.

√ We offer a fair, unbiased alternative to laying an unequal burden on family or friends.

√ We can provide a Family Council Moderator or Trust Protector to serve your family during the difficult times of transitions when a spouse or parent passes away or becomes more frail.

√ Our fiduciaries may offer LegacyMapping TM  to help evaluate your plans, wishes and values and find ways to help you live your legacy.

√ We use investment advisors to obtain professional investment management expertise which builds a portfolio that balances risk and return under the guidelines set forth in the Uniform Prudent Investor Act.  We continually monitor progress towards goals and budgets developed in our LegacyMapping TM  process.

√ Captive trustees can succumb to portfolio management that is product-driven instead of client goal/needs driven. Our fiduciaries are independent and select financial advisors based upon their skills, knowledge, performance and ability to work within the constraints of fiduciary requirements.

√ We carry fiduciary liability insurance covering work performed by our fiduciaries. Each of our fiduciaries can be bonded, if required by the court or requested by the beneficiaries.

√ Licensing, certification as a Professional Fiduciary and participation in professional groups such as PFAC, NGA, and local attorney bar associations provide our fiduciaries with ongoing education regarding our responsibilities & duties.  

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