NORTH COAST FIDUCIARY

North Coast Fiduciary is a full service licensed California Professional Fiduciary firm. We take on roles as Trustee for both Grantor and Special Needs Trust estates. We serve as court appointed Conservator of the Person and/or the Estate for Adults . We also serve as the Personal Representative/Estate Administrator in California Probate Estates responsible for marshaling and distributing the estates of a decedent to the beneficiaries... Our team is supplemented by a network of experts. These include a proven list of local attorneys specializing in Probate Law, Family Law, Real Estate Law and other legal specialties as needed for a particular case... We also utilize 3rd party professional services including Licensed CPAs, Registered Investment Advisors, Registered Care Agencies, Hospice Organizations and other functional specialists to supplement the internal skill sets of the North Coast Fiduciary team and to comply with the laws, rules, duties and ethical guidelines governing..

Primary location: Walnut Creek United States