Clayton Valley Fiduciary
Clayton Valley FiduciarySafeguard
Your Legacy
Compassionate Fiduciary Oversight
At a Glance
Clayton Valley Fiduciary is a licensed professional fiduciary serving Contra Costa, Alameda, Solano, and San Francisco Counties. Casey Cline provides trust administration, estate management, conservatorship, and legacy planning — with transparent hourly rates of $185–$225/hr and a $399 one-time intake fee.
Our Promise
Why Choose a Professional Fiduciary?
Protecting your legacy with compassionate, expert fiduciary services.
At Clayton Valley Fiduciary, we understand that entrusting someone with your financial and personal affairs is a deeply personal decision. Serving Alameda, Contra Costa, Solano, San Francisco* Counties, we bring a personalized, hands-on approach to every client relationship — treating your family like our own.
Whether you need a professional trustee, estate administrator, or conservator, our team provides the local expertise, legal knowledge, and genuine care to ensure your wishes are honored and your loved ones are protected — every step of the way.
Learn About Our ServicesWhat We Do
How Can We Help You?
Trust Administration
Expert management of trust assets, distributions, and fiduciary duties — ensuring your wishes are honored with precision and care.
Estate Management
Comprehensive oversight of estate assets, probate, and settlement to protect your family's financial future.
Legacy Planning
Thoughtful strategies to preserve and transfer your wealth across generations with purpose and clarity.
Conservatorship & Guardianship
Compassionate court-appointed advocacy for individuals who need assistance managing their personal and financial affairs.
Your Fiduciary
Meet Casey Cline, Licensed Professional Fiduciary
Casey Cline is a Licensed Professional Fiduciary and member of the Professional Fiduciary Association of California (PFAC). With deep expertise in trust administration, estate management, conservatorship, and legacy planning, Casey brings a hands-on, compassionate approach to every client relationship — treating your family like his own.
Learn More About CaseyClient Experiences
Why Families Trust Clayton Valley Fiduciary
"Casey handled every detail of my mother's trust with professionalism and genuine compassion. He kept us informed every step of the way and made an overwhelming process feel manageable."
Margaret T.
Trust Administration Client
"As a family navigating conservatorship for the first time, we were lost. Casey's expertise and patience guided us through the court process and gave us real peace of mind."
David & Susan R.
Conservatorship Clients
"Clayton Valley Fiduciary provided exactly the kind of local, personalized service we needed. Casey is responsive, knowledgeable, and truly cares about his clients."
Patricia L.
Estate Management Client
Common Questions
What is a Professional Fiduciary?
Answers to the most common questions about fiduciary services, trust administration, and working with Clayton Valley Fiduciary.
What does a professional fiduciary do?+
A professional fiduciary manages financial and personal affairs on behalf of another person — acting as trustee, conservator, estate administrator, or agent under a power of attorney. They are legally and ethically obligated to act in the best interests of the person they serve.
How does trust administration work?+
Trust administration is the process of managing and distributing a trust's assets according to the trust document after the grantor passes away or becomes incapacitated. This includes notifying beneficiaries, inventorying assets, paying debts and taxes, filing accountings, and making distributions — all under the fiduciary's legal duty of care.
What is conservatorship and when is it needed?+
Conservatorship is a court-supervised arrangement where a fiduciary is appointed to manage the financial and/or personal affairs of an adult who can no longer do so independently due to illness, disability, or cognitive decline. It requires a court petition and ongoing court accountings.
How much does a professional fiduciary cost?+
Clayton Valley Fiduciary charges $185–$225 per hour for ongoing fiduciary services. A one-time Future Planning and Intake Fee of $399 covers the initial meeting, document review, and planning. Probate administration fees are set by California Probate Codes §10800 & §10801.
Why choose a licensed professional fiduciary over a family member?+
A licensed professional fiduciary brings legal expertise, objectivity, and accountability that family members often cannot provide. They carry Errors & Omissions insurance, maintain detailed records, and are regulated by the California Professional Fiduciaries Bureau — protecting your estate and your beneficiaries.
Reach Out
Get in Touch
Connect With Us
Your trust matters. Visit us or schedule an appointment — we're here to listen, guide, and protect what matters most to you and your family.
Clayton Valley Fiduciary
5433 Clayton Rd, Suite K-401
Clayton, CA 94517
Office Hours
Mon–Fri: 9:00 am – 5:00 pm
Sat–Sun: Closed
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