Christa Kinsman of Advocate Fiduciary Services has my absolute highest recommendation! She is the gold-standard of caring for her clients. She's incredibly smart, ensures everything she does benefits her clients, and extremely conscientious about utilizing her resources to minimize her billable hours to get the job done while saving her clients' money. I would give her 10 stars if possible!
- Shannon Thompson REALTOR Verified
Licensed Professional Fiduciary Insights: Protect Your A... Learn about licensed professional fiduciary services in California: roles, costs, how to search for one, and the steps to become one.
Professional Trustee Services Near Me: A GuideNavigating "professional trustee services near me"? This guide provides insights on selecting the right trustee, understanding your need...
Fiduciary Investment Companies: A Comprehensive GuideSeeking trustworthy financial advice? Learn how fiduciary investment companies in California prioritize your needs. This guide covers cr...
Successor Trustee vs Executor: Key Differences ExplainedUnderstanding successor trustee vs executor roles is crucial for estate planning. This guide clarifies their distinctions, responsibilit...