SF Fiduciary Services

(669) 770-8140

Contact Us

Hours of Operation
Monday - Friday, 8 a.m. - 5 p.m.

Estate Being Protected

Trust Administration in San Jose, CA

SF Fiduciary Services provide trustee or successor trust administration in San Jose, CA, according to the terms defined in the trust and per California Probate Code. Our fiduciary agents have the knowledge and expertise to provide you with comprehensive trust administration services and client-centered advocacy and care. We administer trusts according to best practices, which include:

-Preparing of Court Accountings – Work with Beneficiaries - Trust Distributions, loans,and bequests
-Property Management - Investment of Trust Assets


Transportation for Woman, Trust Administration, San Jose, CA

Special Needs Trusts

Special needs trusts are for individuals with physical or mental disabilities. A special needs trust allow clients to receive public benefits and have many of their on-going needs met from inherited assets (Third Party Trust) or their own assets (First Party Trust).

SF Fiduciaries is experienced in public benefits, mental health care system, medical care system and client care planning to effectively and efficiently manage special needs trust, ensuring applicable rules and regulations are adhered to.  It is essential to the long term care of individuals with physical or mental disabilities that they have a knowledgeable trustee.  


Probate Conservatorships


 SF Fiduciary Services provide knowledge and experience in conservatorships of person and or estate for older adults with limitations caused by aging or dependent adults who are seriously impaired.

  • Location and taking control of assets
  • Managing financial/investment accounts
  • Managing public, veterans, pension benefits
  • Managing medical insurance
  • Managing debt
  • Managing property
  • Making medical decisions
  • Placement and care management

 Parade, Trust Administration, San Jose, CA

OTHER SERVICES:

POWER OF ATTORNEY FOR HEALTHCARE

POWER OF ATTORNEY FOR FINANCES

GUARDIAN OF PERSON AND ESTATE

REPRESENTATIVE PAYEE FOR SOCIAL SECURITY

ADVANCED HEALTHCARE AGENT

GUARDIAN AD LITEM

CARE MANAGEMENT/COORDINATION