History of Business

Advocate Fiduciary Services, formerly known as Adams & Associates, was founded in 2008 by an Estate Planning Attorney in Lincoln, CA to address a growing need for licensed professionals to act in a position of trust for the enormous aging population.

Currently, our firm has over 100 active clients and over 300 future clients; we have experience with Conservatorships of the person and estate, acting a Representative Payee for public benefits, bill paying, Trustee for Special Needs Trusts, Family Trusts, Children’s Trusts, Executor, Power of Attorney for finances as well as Health Care Directive and Guardian Ad Litem.

Our firm serves all counties in Northern California and we have clients throughout the United States and abroad who require experienced licensed professionals. We have succession planning in place to provide services for our clients over the next 50 years. Currently, we are developing 4 licensed fiduciaries within our office to accommodate our future clients.

David Buehler, CLPF #611

President of the company

    Mr. Buehler is a California Licensed Private Fiduciary #611. He is currently acting in the capacity of Conservator of the Person and Estate, Trustee, Representative Payee with over 85 clients with assets over $36 million.

    He graduated from the University of Utah with a degree in Speech Communication and a minor in Business and he has over 33 years in corporate management in the hospitality industry.

    Mr. Buehler understands the challenges of family dynamics and arrives at creative solutions to resolve complex family issues.

    He is a Notary Public and is also a National Certified Guardian.

    Joseph Arana

    Chief Financial Officer

      Mr. Arana is responsible for supervising all financial aspects of the business, Human Resources, Marketing, and the overall management of the business.

      He has over 21 years’ experience in corporate management and has 10 years of experience utilizing his entrepreneurial skills in developing other successful businesses.

      Mr. Arana has an Associates's Degree in Accounting and is currently working on obtaining his Bachelor's Degree in Accounting.

      He has had the most significant influence on developing the flawless reputation of Advocate Fiduciary Services since joining the business in 2009. He is also fluent in Spanish.

      Christa Kinsman

      Licensed Private Fiduciary

        Mrs. Kinsman is a Licensed Private Fiduciary #1119 and has been with the firm since 2013.

        She has over 6 years’ experience in the banking industry as an account representative and loan specialist. Her experience in banking is a true asset in dealing with banks and other financial institutions resulting in cost savings to our clients.

        Mrs. Kinsman received her AA degree in Business Administration in 2018 and she is a Notary Public and is also our Office Manager and Corporate Secretary.

        Helen Bryant

        Assistant Private Fiduciary

          Helen Bryant has been with the firm since 2015. She brings Advocate Fiduciary Services great knowledge with being an entrepreneur, having owned and operated her own business for over 20 years.

          She has excellent accounting skills and is devoted to making our clients experience the best in the industry.