Advocate Fiduciary Services

“Northern California’s most Trusted Fiduciary Firm”

Advocate Fiduciary Services’ goal 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.

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.

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.

LEARN MORE

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

Rising Cost in Home Health Care and How to Plan for your... Over the past few years, home healthcare costs have seen exponential growth. The costs...
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What are the 7 Ps to Preventing Poor Planning?Prior preparation is vital when it comes to effective planning. This means taking the ...
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Planning Your Retirement and End of LifeWhen it comes to your retirement and end of life, you want to ensure that you are prep...
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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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