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Contact Us

We'd love to hear from you. Reach out to schedule a confidential consultation or simply ask a question — there's no obligation, and every conversation is handled with care.

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We're Here to Help

Whether you're planning ahead or navigating an urgent situation, Clayton Valley Fiduciary is ready to listen and guide you through your options.

Office Address

5433 Clayton Rd, Suite K-401
Clayton, CA 94517

Office Hours

Monday – Friday: 9:00 am – 5:00 pm
Saturday – Sunday: Closed

What to Expect

Your Initial Consultation

  • Completely confidential — no obligation
  • We listen to your situation and goals
  • Clear explanation of your options
  • Honest assessment of how we can help
  • No confusing jargon — plain language always

Send a Message

Schedule a Consultation

Your information is kept strictly confidential. We typically respond within one business day.

Find Us

Located in the Heart of Clayton

Our office is conveniently located at 5433 Clayton Rd, Suite K-401 in Clayton, CA — easily accessible from Concord, Walnut Creek, Pleasant Hill, and throughout Contra Costa County.

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Clayton Valley Fiduciary

Integrity • Prudence • Legacy

Clayton Valley Fiduciary provides compassionate, expert fiduciary services to seniors, families, and individuals throughout select counties in the Bay Area — protecting your legacy with integrity and care.

Contact & Hours

5433 Clayton Rd, Suite K-401
Clayton, CA 94517

Mon–Fri: 9:00 am – 5:00 pm

Sat–Sun: Closed

Copyright © 2026 Clayton Valley Fiduciary — All Rights Reserved.