Fiduciary Services

California Fiduciary Services provides Trust Administration and Conservatorship services to manage clients' financial affairs.  We work with family members and clients to maintain well being, administer assets for our clients' future and the future of their families.  We take an unbiased approach based on the written instructions in the trust document, power of attorney or from the client ensuring the most benefit.

We provide customizable solutions to our clients and work individually with each one to understand their personal wishes.

We administer family, charitable remainder, testamentary, special needs, revocable and irrevocable trusts. We are also very capable of managing real estate, investments and businesses held in these trusts.

Our focus on personalized service provides a holistic approach unmatched by corporate trust departments, but with the same level of expertise. 

Trustee Responsibilities:

  • Marshal and manage assets
  • Oversee investments
  • Secure, value and manage personal and real property
  • Review investment portfolio and analyze risk versus return
  • Manage businesses held in a trust
  • Prepare inventories and accountings
  • Prepare financial reports
  • Prepare 1041/541 tax returns and/or confer with tax preparers

Conservator of the Person and Estate Duties:

  • Ensure that basic needs such as food, clothing and shelter are provided for
  • Manage medical needs, treatment and care
  • Provide opportunities for daily activities and transportation
  • Marshal and manage assets
  • Collect income and pay obligations
  • Oversee investment assets
  • Participate in all legal and financial matters
  • Be available on an emergency basis
  • Prepare inventories and accountings
  • Prepare tax returns and/or confer with tax preparers

Power of Atttorney Duties:

  • Act on clients' behalf in matters sepcified in the Power of Attorney document
  • Represent clients in matters involving taxes, real estate, retirement plans, general finances, etc.
  • Make deposits or withdrawls
  • Trade stocks and bonds  
  • Pay bills
  • Buy or sell property
  • Hire caregivers
  • File tax returns
  • Arrange the distribution of retirement benefits
  • Negotiate and sign contracts  
  • Apply for government benefits
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck