SF Fiduciary Services

(669) 770-8140

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

Estate Being Protected

Trust Administration in San Jose, CA, by Licensed Professionals

Setting up a trust is an excellent way to pass on your wealth to your loved ones, but it is important to choose an experienced administrator. SF Fiduciary Services offers trust administration in San Jose, CA. As licensed fiduciary agents, we make sure everything is defined and administered in accordance with the California Probate Code. We are proud to provide comprehensive, accurate administrative services and client-centered advocacy and care. Contact us to learn more about our company.

                               Complete Administration

When you choose our team, you can be sure your trust will be handled according to best practices. We offer comprehensive services, including:

  • 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 designed to provide for people with physical or intellectual disabilities. This type of trust allows the beneficiary to receive public benefits while receiving money from their inherited assets or personal assets to meet their ongoing needs. A special needs trust can be either a third-party or first-party trust.

At SF Fiduciary Services, we have extensive experience with public benefits, the medical system, the mental health care system, and health care planning. We manage our clients’ trusts efficiently and effectively in order to ensure all the applicable rules and regulations are followed. This ensures access to sustainable, long-term care.

Probate Conservatorships

A probate conservatorship is a court proceeding that appoints a responsible party to manage the estate and affairs of people who cannot make financial decisions for themselves. In some cases, conservatorship applies to the person as well as the estate, and the conservator is responsible for the conservatee’s wellbeing and ensuring their needs are met. It is often used to provide for the care of older adults and people with mental health impairments. As licensed fiduciary agents, we handle everything from property management to health care planning.

A conservator handles a wide range of tasks on behalf of the conservatee. These may include:

  • Location and Taking Control of Assets
  • Managing Financial and Investment Accounts
  • Managing Public and 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

Conservatorships and trusts are just the beginning. Our team also handles:

  • 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 and Coordination

Contact us to learn more about what a licensed fiduciary agent does. We are based in San Jose, CA, and serve clients in Santa Clara, Alameda, Santa Cruz, and San Mateo.

Fee Schedule