Phone : (916) 446-5555 | Email: [email protected]
Sacramento · Est. 20+ Years
Sacramento's Trusted Fiduciary Firm for Over 20 Years
When the time comes to manage a trust, an estate, or a loved one's daily affairs, families across Northern California turn to us for steady, compassionate guidance.
Trusted by Clients. Verified Everywhere.
Why Choose Us
Experienced
For more than two decades, we have guided Sacramento Valley families through their most sensitive fiduciary matters. That depth of experience means steadier decisions, fewer surprises, and a team that has very likely handled a situation like yours before.
Reliable
We stand beside you at every stage, from the first conversation to the final detail. Every transaction is documented and accounted for, so you always know where things stand and never have to wonder what comes next.
Certified
Our firm has three certified professional fiduciaries on staff, each licensed and monitored by the State of California. That oversight, paired with rigorous professional standards, gives families the confidence that their affairs are handled with integrity and full accountability.
Personable
Behind every case is a real person who listens first. We take the time to understand your preferences, your family, and your lifestyle before we act, so the care we provide always reflects what matters most to you.
We work with passion and knowledge.
We have helped thousands of Sacramento Valley residents feel safe and secure with their fiduciary needs. It’s not just hype – we love what we do, and we do it everyday
As a statement of permanence in the Sacramento community, we have recently purchased a new property in the Fair Oaks area of Sacramento. Come check out the new office, located at 425 Fairgate Rd, Sacramento, CA 95825, United States, and meet our experienced, helpful staff.
Experience
Reputation
Knowledge
What We Do
A full range of fiduciary, financial, and personal services, tailored to each client's needs and budget.
Fiduciary and Estate Planning
Thoughtful planning and administration for wills, trusts, and estates, arranged to honor your wishes and protect what you have built.
Wills and Trusts
Estate Planning
Tax Planning
Financial Planning
Personal financial management handled with care and accuracy, from paying bills to everyday budgeting decisions.
Bill Paying
Budgeting
Personal Finances
Personal Client Services
A range of personal services to complement our estate and fiduciary work. As needs change with age, we arrange care and safeguards, oversee facility placement, and coordinate with accountants, lawyers, and estate administrators.
Facility Placement
Aging Support
Estate Coordination
Family Office Services
For families of substantial means, a family office coordinates the stewardship of assets and organizes philanthropic and personal interests, with a full range of legal, financial, investment, estate, trust, and tax planning.
Asset Stewardship
Philanthropy
Investment Management
How We Work
Every case is different, but our commitment is the same. We listen, we plan, and we stay with you for the long term.
01
We Listen
A free, confidential consultation to understand your situation, your family, and your goals.
02
We Plan
A tailored plan built around your needs and budget, with safeguards in place from day one.
03
We Act
Our team manages every detail, coordinating with CPAs, attorneys, and caregivers as needed.
04
We Stay
As needs change, we adjust the plan and remain by your side for as long as you need us.
Testimonials
Thank you for all you did for Ralph during his later years. I especially want to extend a “thank you” to Lynne, who showed patience unlimited with him
We wanted to thank you and everyone in your office for how you helped us over the past few years. We can’t express enough gratitude for your care and concern for our Aunt Marie. Since we weren’t close in miles, knowing that you were right there helped us out greatly. Thank you again for putting her safety above all else.
Many thanks for your direction and assistance during the months I’ve cared for Phyllis. Working together as a team made my job easier and Phyllis more comfortable. I will leave knowing that you were most generous with me during the transition. What I will miss is Zach’s quick smile and gentle manner.
Thank you so very much for pursuing this [trust] to completion. Your staff has always been helpful and patient whenever I called regarding my mother’s business, as have you when we have talked.
My sincere gratitude for all the good work you have done for my brother’s trust.
Frequently Asked Questions
A few of the questions families ask most. For more, visit our Fiduciary FAQs.
What is a professional fiduciary?
A professional fiduciary is a licensed individual appointed to manage financial, legal, and personal matters on behalf of someone who cannot, always acting in that person's best interest.
Are your fiduciaries certified?
Yes. We have three certified professional fiduciaries on staff, licensed and monitored by the State of California to protect your interests.
How do your fees work?
Our services are tailored to each client's needs and budget. We are glad to walk you through our fee schedule during your free consultation.
When should I hire a fiduciary?
Common reasons include managing a trust or estate, supporting an aging parent, or stepping in when a family member is unable to handle their own affairs and no relative is available or willing.
Do you only serve Sacramento?
We are based in Sacramento and proudly serve families throughout the Sacramento Valley and Northern California.
What happens in a free consultation?
We listen to your situation, answer your questions, and explain how we can help. There is no cost and no obligation.
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.
Get In Touch
Monday - Thursday: 9am - 4pm
Friday: 10am - 2pm
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