(925) 906-1882

Preserving Your Trust For the Benefit of Your Legacy

Safe - Simple - Stewardship


A fiduciary is charged to be a good steward of your financial or trust needs.  We are responsible for following the terms of the trust, as set forth in the trust document. See the benefits of working with us.

+ Choose a professional that is highly qualified and knowledgeable about the legal, financial and family interaction involved in handling an estate. 

+ Choose a professional, licensed fiduciary who has well over 10,000 hours in to become an expert in this field when you want an affordable, effective agent or private trustee to handle your trust. Click here for background information on the founding fiduciary, associates and affiliated professionals.

+ Choose a professional that gets things done effectively and with empathy. Click here to see what services are offered.

+ Choose a professional whose experience and education far exceeds the California state requirements for licensing. Click here to see the State of California requirements.

+ Choose a professional whose primary professional service focus is the work of a fiduciary.   Attorneys and CPA's can provide needed advice.  Click here to find out about the Professional Fiduciary Association of California.

+ Choose a professional with expertise in Legacy Trusts and special situations.

A good steward is fair and reasonable in the fees charged and preserves the estate for the benefit of those for whom it is intended. 
For more information about our fees, click here.


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 offers.

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