Phone : (916) 446-5555 | Email: [email protected]
About Us
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Carolyn M. Young Fiduciary Services has been in business for more than 20 years, protecting the lives, trusts and estates of their clients. For Carolyn Young and her six employees, this is more than a business. It is about ensuring their clients are treated with compassion and respect.
The primary goal of the company is the health and well-being of our clients.
How We Serve
Carolyn M. Young Fiduciary Services brings that dedication and passion to all of their clients whether it is as a:
Guardian
Trustee
Power of Attorney
Administrator of Estates
They personally communicate with their clients to learn their preferences and lifestyle choices. Often clients need just a little assistance to continue living independently. As needs change, Carolyn M. Young Fiduciary Services are there for them. The dedicated staff works as a team on every case to guarantee that every need is met.
Visit our FAQs to find out if a fiduciary is right for you.
With experience and expertise renown throughout the region, Carolyn M. Young Fiduciary Services has assisted more than 1,000 clients. The skill and compassion that the office displays leads to Carolyn M. Young Fiduciary Services being court appointed to some of the difficult cases in Sacramento, Placer, El Dorado, Yolo, Nevada, Amador and Sutter counties.
Leaders in Special Needs Trusts
Carolyn M. Young Fiduciary Services was the first conservator in the Sacramento region to administer special needs trusts for those who are disabled. These trusts are often difficult to administer since a simple error can lead to the loss of government benefits for the disabled. Through the company’s experience, Carolyn M. Young Fiduciary Services continues to be one of the region’s leaders in special needs trusts.
Carolyn M. Young Fiduciary Services is licensed and bonded for $75 million in assets. The company’s bonding agent, John Van Bokkelen serves as a reference. He can be reached at (925) 676-2633..
If you have any questions please do not hesitate to call the office at (916) 446-5555, email at [email protected] or use our contact form.
Let's Talk About What Comes Next
Whether you are planning ahead or facing a decision today, our team is here to help. Reach out for a free, confidential consultation.
Northern California's trusted fiduciary firm, serving Sacramento Valley families with experience, integrity, and care for more than 20 years.
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Monday - Thursday: 9am - 4pm
Friday: 10am - 2pm
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