Relieve the Burden Without Giving Up Control
Most people agree to serve as a trustee or estate executor out of love and loyalty, without fully anticipating the scope of the responsibility.
Often it ends up feeling like a full-time job of complex recordkeeping, asset management, and being the center point for managing delicate family relationships.
Handoff what you don't want to manage without handing over full authority. We step in as your practical administration partner to handle accounting, logistics, and compliance while you retain final decision-making power.
We work side-by-side with your existing wealth managers, estate attorneys, CPAs, and family advisors. Our collaborative approach ensures transparent communication so your legal and financial strategy remains completely aligned.
Our comprehensive strategy and administrative assessment fee is $300. This consultation fee is fully redeemable against service fees if you engage us within 30 days.
Services for Trustees & Executors
Whether you need comprehensive administration, targeted expert advice, or independent court-ready accounting, we tailor our support to your exact role.
Fiduciary Accounting
Trustee Consulting
Full Settlement Support
An independent, credentialed accounting prepared by a licensed fiduciary gives beneficiaries, co-trustees, counsel, and courts genuine confidence in the record.
Available as a standalone engagement, separate from any trustee role.
Got questions? Need local referrals? Can't get a trust property insured?
We navigate these complex administrative hurdles daily and deliver clear, actionable solutions when you hit a roadblock.
Delegate the practical work of estate settlement and get your time back, with regular updates and complete transaction records.
We can coordinate inventory and appraisals, track assets, support creditor notifications, manage estate logistics, and handle structured communications with beneficiaries.
You retain decision-making authority. We keep the process organized and moving.
Licensed by the Professional Fiduciaries Bureau (PFB)
PFB is governed by the California Department of Consumer Affairs
Nationally Certified Guardian
Member of the Professional Fiduciariy Association of California (PFAC)
Member of the National Guardianship Association (NGA)
