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Areas of Practice

Practices: Service
Vintage Compass



Trust & Estate Management

Life Care Management

We step in to help you or a loved one manage life. Maybe someone is struggling to make sound health care, personal or financial decisions due to diminished capacity (mental or physical). Where do you go from here? A Professional Fiduciary may be the answer.

Elder woman and her caretaker

List of

Fiduciary Services

Trust and Probate Administration

Special Needs Trust Administration


Trust Litigation Neutral Party

Family Consultation

Daily Money Management

Durable Power of Attorney

VA Federal Fiduciary


We serve by private agreement

or court appointment.

Private Agreements may include:

Trustee, Executor, Powers of Attorney for Financial or Health Care,

Daily Money Manager,

Bill Pay & Banking

Court Appointments may include:  Administrator, Conservator,

Trustee or Guardian


We bill in 10th-of-an-hour increments. Our current hourly rates for licensed fiduciary services range from $135-$185. Hourly rates for non-fiduciary services range from $60-$100.

A detailed fee schedule is provided

as part of an introductory packet for clients.

Probate Administration fees 

are pursuant to CA Probate Code §10800,

Click here for details.

Do you have a legal issue not addressed here? Contact us to find out more. 

Have Professional Fiduciary needs in Southern California? Click here.

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