Making sure what you built is handled the way you intended.
Built on integrity and trust. Serving families and individuals throughout Napa, Sonoma, and Solano Counties.
What a Professional Fiduciary Does
A professional fiduciary is a licensed, objective party that handles someone's affairs when they are no longer able to. No family member or friend should have to shoulder the responsibility, or liability, of administering someone else's personal and financial matters. We step in to ensure that a Trust or Estate is carried out the way it was written, preserving the legacy and wishes of the individuals it was written for.
Choosing a fiduciary as a neutral party means there are no conflicts of personal interest or time, because our business is to take care of your business.
How We Help
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Trust Administration
We manage a trust's assets and administration so the trust is carried out exactly the way it was written.
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Successor Trustee
When the trustor passes away, becomes incapacitated, or resigns, someone trusted takes over the responsibility of administering the trust.
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Probate and Executor Services
Guiding an estate through probate as executor or administrator, in coordination with the estate's attorney.
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Special Needs Trust Administration
Administering a special needs trust so the beneficiary's needs are met without risking their public benefits.
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Power of Attorney
Managing financial and legal affairs for someone no longer able to manage them on their own.
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Advance Health Care Directive
We serve as health care agent under an advance health care directive, making medical decisions when someone no longer can.