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

Learn about licensed professional fiduciary services in California: roles, costs, how to search for one, and the steps to become one.

Navigating "professional trustee services near me"? This guide provides insights on selecting the right trustee, understanding your need...

Seeking trustworthy financial advice? Learn how fiduciary investment companies in California prioritize your needs. This guide covers cr...

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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