Licensed Fiduciaries

Discover local fiduciaries who can help with your estate planning needs.

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Laura Brownell , CLPF #1634

Concierge Fiduciary Services

We provide clients with full spectrum services as Power of Attorney Agents for healthcare and finances, Trustees and Successor Trustees, Estate Executors, and Conservators. We value clear communication, trustworthiness, and compassion in all our work. More Details
Work 200 Gateway Drive Box 855 Lincoln CA 95648 Work Phone: (916) 775-3309 Website: concierge-fiduciary.com
Services

We provide clients with full spectrum services as Power of Attorney Agents for healthcare and finances, Trustees and Successor Trustees, Estate Executors, and Conservators. We value clear communication, trustworthiness, and compassion in all our work.

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Amiee Kushner , CLFP #1304

Blue Pine Fiduciary LLC

Blue Pine Fiduciary provides services as trustees, personal representatives, decedent estate management and agents under a durable power of attorney. We strive to protect and provide for those in need in accordance with their best interests, while at the same time encouraging and empowering people in decision making and maintaining control of their own lives to the greatest extent possible. More Details
Work PO Box 1386 Nevada City CA 95959 Work Phone: (415) 484-6859 Website: www.bluepinefiduciary.com
Services

Blue Pine Fiduciary provides services as trustees, personal representatives, decedent estate management and agents under a durable power of attorney. We strive to protect and provide for those in need in accordance with their best interests, while at the same time encouraging and empowering people in decision making and maintaining control of their own lives to the greatest extent possible.

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Matt Quentmeyer

Sierra Fiduciary Services, LLC

Professional Trustee and Conservator. Ancillary services include Representative Payee Services, Power of Attorney, Decedent Estate Management, Forensic Accountings. More Details
Work PO Box 1032 Grass Valley CA 95945 Work Phone: (530) 273-6347 Work Fax: (888) 273-6347 Website: www.sierrafiduciary.com
Services

Professional Trustee and Conservator. Ancillary services include Representative Payee Services, Power of Attorney, Decedent Estate Management, Forensic Accountings.

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David True , CPFL #1413

True Fiduciary Service

Providing compassionate, impartial fiduciary and care management services, helping individuals and families navigate financial, legal, and personal decisions. Our services include:
  • Agent on Advanced Health Care Directive
  • Financial Power of Attorney
  • Patient Advocate
  • Trust Administration
More Details
Work 1117 E Main St Ste C Grass Valley CA 95945 Work Phone: (530) 559-3266 Work Fax: (279) 300-3179 Website: www.truefiduciaryservice.com
Services

Providing compassionate, impartial fiduciary and care management services, helping individuals and families navigate financial, legal, and personal decisions. Our services include:

  • Agent on Advanced Health Care Directive
  • Financial Power of Attorney
  • Patient Advocate
  • Trust Administration

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