Fiduciary Services


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trust administration

As directed by your trust, we administer and safeguard the assets held in the trust. We report to the beneficiaries, file tax returns and make distributions per the instructions in the trust. We prepare court accountings and take responsibility for the investable assets. We take responsibility for all the trust assets, including investable assets and real property.

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Court appointed conservator of the estate and/or person

As conservator, we locate, manage and protect personal and financial assets of the conservatee, oversee living and medical care needs, and prepare and file accountings reviewed and approved by the court. We maintain accurate, detailed fiduciary records of all transactions and the decision-making process. We advocate on behalf of our clients in their best interest.

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Decedent estate administration

When appointed, we are responsible for finalizing the affairs, paying the debts and taxes, and assembling and distributing the remaining assets and/or property to the persons or organizations outlined in the decedent’s estate plan or will.

 

Who is Prime Fiduciary Services?

Founded in 2005, we have been serving as trustee, power of attorney, conservator of the person and/or estate and handling decedent estate administration for clients primarily in Santa Clara and San Mateo Counties.

We provide professional fiduciary services to the elderly, persons with disabilities, capable persons who don’t want to manage their affairs and minors. We are strong advocates for our clients and ensure their best interests come first.

Since 2008 Professional Fiduciaries in California must be licensed by the Department of Consumer Affairs, under the Professional Fiduciaries Bureau.

Our team of competent, caring professionals are:

  • California Licensed Professional Fiduciaries (CLPF)

  • National Guardian Association Members

  • General Members of the Professional Fiduciary Association of California (PFAC)

  • Non-attorney members of the Silicon Valley Bar Association


Feel free to contact us with all your questions. We’re here to help.