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.

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

The Power of Planning: Embracing the 7 Ps of Planning fo... In today’s fast-paced, uncertain world, the 7 Ps of Planning empower you to safeguard assets and loved ones with prior preparation, stra...
Navigating Fiduciary Services: Understanding Your Financ... What are fiduciary services, and why do they matter? Dive deep into fiduciary responsibilities in 401(k) management, real estate, invest...
Choosing the Best Fiduciary Company in CaliforniaLife throws curveballs. Sometimes, those curveballs make it hard to manage your finances or make important decisions. Maybe it’s a sudde...

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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!

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