Frequently Asked Questions

In California, a license is required to act as a professional fiduciary in multiple trusts, conservatorships, or probates. Licensed fiduciaries follow a strict code of ethics—prioritizing confidentiality, integrity, and compassionate service. Learn more at www.fiduciary.ca.gov or watch this video.

Please refer to our Fee Schedule. 

Hiring a professional fiduciary offers more than just trust administration—it brings expertise, neutrality, and stability to complex family and financial situations. Whether navigating real estate, managing investments, running a business, or balancing competing beneficiary needs, a fiduciary ensures the trust is administered properly and fairly. When family members lack the time, expertise, or ability to agree, a private fiduciary can step in to preserve harmony and protect the trustor’s intent.

Choosing a private fiduciary offers personalized, responsive service that large corporate trustees often can’t match. You’ll have a single point of contact who prioritizes your needs and treats your trust with dedicated attention—not as one of hundreds. With the right experience and background, a private fiduciary can provide a higher level of care and oversight for your assets.

A trustee is a specific type of fiduciary appointed to manage and administer a trust according to its terms and for the benefit of the beneficiaries.  

A fiduciary is anyone legally or ethically obligated to act in the best interests of another party.

Our process begins with a complimentary discovery call, where we take time to understand your needs, answer your questions, and determine whether our services are a good fit. From there, we’ll discuss the specific support you’re seeking and review any documentation you’re able to provide (trust documents, powers of attorney, or care plans). Once we’ve identified the appropriate services, we’ll walk you through our fee structure and, if you choose to move forward, provide a service agreement to begin working together. Our goal is to make the process clear, collaborative, and comfortable from the very start.