Trust & estate administration
Serving as successor trustee or executor, from gathering assets to final distribution.
Learn moreA steady hand for the people and affairs you care about
Alliance Fiduciary Services is a California-licensed professional fiduciary practice. We serve as trustee, conservator, and agent under power of attorney when family can't, or shouldn't, carry the weight alone.
- California Licensed Professional Fiduciary #1702
- National Certified Guardian #16722
- Professional Fiduciary Management Certificate, Cal State Fullerton
- Serving Los Angeles and Orange Counties
You don't have to manage this alone
Most people find us during a hard stretch: a parent's memory is slipping, a trust needs a neutral trustee, or the family member named in the documents can't or won't serve. We step in as an independent professional, legally bound to act in your loved one's best interest, and we keep everyone informed along the way.
How we help
Conservatorship
Court-appointed care of a person, their finances, or both, with full reporting to the court.
Learn morePower of attorney & daily money management
Acting as financial or healthcare agent, paying bills, and watching for fraud.
Learn moreWhy a licensed professional fiduciary
- Neutral. No stake in the inheritance, so decisions stay fair when siblings disagree.
- Accountable. Licensed and regulated by the California Professional Fiduciaries Bureau, with required continuing education and annual reporting.
- Transparent. Itemized billing and regular accountings, so you always know what was done and what it cost.
Estate planning or elder law attorney? Learn how we work with counsel.
Let's talk through your situation
A short, no-cost call is the easiest first step. We'll listen, explain your options, and tell you honestly whether we're the right fit.