Welcome to
North Coast Fiduciary
Who We Are
Founded in 2008, North Coast Fiduciary is a family-owned, full service, licensed California Professional Fiduciary firm dedicated to helping families and individuals. We serve in various fiduciary capacities such as Trustee, Conservator, Estate Administrator/Executor, and Agent under a Power of Attorney for both finances and health. With us, you’re getting a diverse team of experts with a proven track record of delivering the 24/7 support that our clients need and deserve.
Our Services
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Including Special Needs Trusts
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Special Needs Trust Administrations
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Person and Estate
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Administrator/Executor/Personal Representative under a Will or Intestate
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Finances and Health
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Obtaining and maintaining public benefits
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Contract Services
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For Person or Entity
Client Advocacy
Advocating for our clients is our top priority. We work to understand the needs and concerns of our clients so we can ensure that they are placed in facilities and connected with service providers that support and respect the diverse needs of our clients no matter their ethnicity, religion, sexual orientation, or socioeconomic status.
Get in Touch
Fill out the form below to schedule some time with us to discuss your specific needs and circumstances. We offer a 1hour consultation in person or by video call for a flat fee to discuss the details of your case and to provide information on the services that would best serve your needs.