Providing Trustee, Conservatorship, Probate, and Fiduciary Services in Humboldt County including Special Needs Trust administration, Financial Management, and Court Appearances.  We are Independent Fiduciary agents and we sell no other services or additional products.  Our main priority is our client and we strive to provide service above self.

Our team is trained in many aspects of Financial and Trust Management, including Special Needs Trusts.  We keep up to date on the best practices in handling Social Security and Medi-Cal requirements in order to help all clients keep their medical benefits.  Each client’s case is unique, and our team strives to safeguard our clients’ assets and utilize them in the best interests of the Beneficiaries.