Trust & estate administration
Serving as successor trustee or executor, from gathering assets to final distribution, including special needs trusts.
Learn more →Serving Los Angeles & Orange Counties
A 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
- Member, Professional Fiduciary Association of California
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
Roles we serve in
Conservatorship
Court-appointed care of a person, their finances, or both, with full reporting to the court.
Learn more →Power of attorney & daily money management
Acting as financial or healthcare agent, paying bills, and watching accounts for fraud and scams.
Learn more →Why 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?
Responsive, organized and court-ready from day one. See how we work with counsel, CPAs and care managers.
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.