Advocate Fiduciary Services

“Northern California’s most Trusted Fiduciary Firm”

Advocate Fiduciary Services is committed to using their 50 years of combined experience to serve and protect our clients and their assets by providing excellence in private fiduciary services guided by our core values of integrity, professionalism, leadership, and teamwork.

WHAT IS A PRIVATE FIDUCIARY?

Licensed Private Fiduciaries are experienced and trained professionals who stand in a special relationship of trust, confidence, and responsibility in their obligations for managing the financial affairs and/or the personal care of an individual.


Learn More about Licensed Private Fiduciaries

Learn More About Licensed Private Fiduciaries

ABOUT US

Our mission is to serve and protect our clients and their assets by providing excellence in private fiduciary services guided by our core values of integrity, professionalism, leadership and teamwork.

MEET THE TEAM

SERVICES

Advocate Fiduciary Services is here to assist in fulfilling the ultimate wishes through every stage of your life. Click Learn More below to discover the different services we offer.

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CHOOSING A TRUSTEE

Have you decided who to name as your Successor Trustee? We can help you consider all the factors necessary in choosing the right person to carry out your wishes.

HOW YOU CHOOSE

Top Fiduciary Financial Advisors Near Me: Expert Guidanc... Find top fiduciary financial advisors near me in California. Learn how to choose the right advisor for your needs, understand fee struct...
Top Professional Fiduciaries Near MeFind the best professional fiduciaries near me with this helpful guide. Learn what they do, where to locate them, questions to ask, real...
Professional Fiduciary Services: Expert GuidanceUnderstanding professional fiduciary services, roles, costs, & benefits. Learn how to choose a fiduciary and navigate legal, financial, ...

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OUR MONTHLY ENEWSLETTER

Our monthly eNewsletter "Your Advocate Note" will provide you with advice, resources, local events, and more! If you'd like to be added to our monthly email newsletter list all we need is your name and email. We'd love to share our monthly insight and info with you.

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WE ARE HONORED

Thank you Lincoln community for making voting our firm the best of the best Fiduciary in 2022!

Questions or Looking To Start The Conversation?

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