(925) 906-1882

Preserving Your Trust For the Benefit of Your Legacy

Safe - Simple - Stewardship


Your choices; Your wishes.

Preserve the peace in your family.
Ease the burden on others by choosing a professional, licensed fiduciary to handle your estate or trust or a special needs trust for a loved one.

Your family attorney prepares simple updates to your estate plan.
The professional fiduciary only takes action when you require assistance or after you pass away.  If you would like a referral to a few
excellent attorneys, let us know. 

By selecting a professional fiduciary and seeing an attorney to document
your wishes, you will be more likely to avoid the cost, agony and court of a Conservatorship.  The emotional and financial cost of Conservatorships are high - due to time in court, legal fees, and requirements. 
Make your choices known in your estate planning documents to keep your estate private and secure.

We make the aging process less stressful and easier for you and your family.  We work with our client's own circle of care to take care of needs and the details of life. Our professional fiduciaries are trained to
 "Tap Into Your Circle of Care".  Click here for more information.


a division of Acuña & Associates, Inc.
101 Gregory Lane, Suite 51
Pleasant Hill, CA 94523 

(925) 906-1882
FAX (925) 949-8463

Go to Contact Us for information about our Free offer

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