What We Offer
Fiduciary Services
From trust administration to conservatorship, Clayton Valley Fiduciary provides the full spectrum of professional fiduciary services — delivered with integrity, compassion, and local expertise.
Expert management of your trust assets
Trust Administration
When a loved one passes or becomes incapacitated, managing a trust can feel overwhelming. Clayton Valley Fiduciary steps in as a professional, court-accountable trustee — handling every aspect of trust administration with precision, transparency, and care.
- Inventory and management of trust assets
- Timely distributions to beneficiaries
- Tax filings and accountings
- Communication with beneficiaries and attorneys
- Real property management and sale
- Investment oversight and reporting
Comprehensive oversight from probate to settlement
Estate Management
Navigating the probate process and settling an estate requires expertise, patience, and attention to detail. As your estate administrator or executor, we manage every step — from filing the initial petition to final distribution — so your family can focus on healing.
- Probate court filings and appearances
- Asset identification and appraisal
- Creditor notification and debt resolution
- Estate tax preparation and filing
- Final distribution to heirs
- Coordination with attorneys and CPAs
Preserve and transfer your wealth with purpose
Legacy Planning
Your legacy is more than money — it's your values, your family's future, and the impact you leave behind. We work alongside your estate planning attorney to ensure your plan is not only well-crafted but faithfully executed, generation after generation.
- Coordination with estate planning attorneys
- Review and organization of existing trust documents
- Successor trustee planning and preparation
- Charitable giving strategies
- Family communication and mediation support
- Long-term asset preservation strategies
Compassionate advocacy for vulnerable individuals
Conservatorship & Guardianship
When a family member can no longer manage their own affairs due to age, illness, or disability, a court-appointed conservator or guardian provides the protection and oversight they need. We serve as a neutral, professional fiduciary — always acting in the best interest of the individual.
- Court-appointed conservatorship of the person and/or estate
- Guardianship for minors and incapacitated adults
- Regular court accountings and reporting
- Healthcare and placement decisions
- Bill payment and financial management
- Coordination with care facilities and medical providers
The Role of a Fiduciary
Fiduciary Responsibilities
A professional fiduciary's role is far more extensive than simply paying bills. At Clayton Valley Fiduciary, we take on the full scope of responsibilities required to protect and serve our clients with integrity and care.
Clients or their families will often inquire how a fiduciary spends his or her day taking care of the financial needs of the client. Some may be under the mistaken impression that the fiduciary's role may be limited to functions such as paying the client's bills.
In fact, the fiduciary's responsibilities are extensive and varied. At Clayton Valley Fiduciary, we take on the full spectrum of duties required to act in our clients' best interests — from reviewing estate documents and managing assets, to coordinating care and mediating family conflicts.
Select the Fiduciary Responsibilities tab above to see a detailed breakdown of the functions we commonly perform on behalf of our clients.
Also Available
Additional Fiduciary Services
Power of Attorney Agent
Acting as your designated agent under a durable power of attorney to manage financial and legal matters on your behalf.
Representative Payee
Managing Social Security, VA, or other government benefits for individuals who need assistance handling their income.
Special Needs Trust Administration
Administering special needs trusts to preserve government benefit eligibility while enhancing quality of life.
Elder Financial Abuse Prevention
Providing oversight and safeguards to protect seniors from financial exploitation and fraud.
Transparent Pricing
Fee Schedule
We believe in clear, upfront pricing. Below is an overview of our standard fees — we're happy to discuss your specific situation during a consultation.
Fiduciary Services
Standard hourly rate for all ongoing fiduciary services including trust administration, conservatorship, estate management, and related work performed on your behalf.
Future Planning / Intake Fee
Includes a detailed intake meeting to review your documents, understand your goals, and develop a plan. Standard hourly billing begins once I am actively acting on your behalf.
Probate Administration
Fees are based on the gross value of the estate as set by California law. Extraordinary services required beyond the statutory scope are billed at $185 per hour.
Ready to Get Started?
Let's Protect What Matters Most
Every situation is unique. Contact us today for a confidential consultation — we'll listen to your needs and explain how we can help.