INDEPENDENT FIDUCIARY SERVICES

Steady stewardship for life’s most important responsibilities.

Discreet, accountable administration for trusts, conservatorships, and the real property they often hold.

Discreet, accountable administration for trusts, conservatorships, and the real property they often hold.

Schedule a Consultation

Areas of stewardship

Administration with care, clarity, and sound judgment.

Trust Administration

Attentive trust administration, timely reporting, and clear communication for every beneficiary.

Trust Administration

Attentive trust administration, timely reporting, and clear communication for every beneficiary.

Conservatorship Administration

A dependable framework for protecting personal and financial well-being with respect and diligence.

Conservatorship Administration

A dependable framework for protecting personal and financial well-being with respect and diligence.

Probate and Estate Administration

Court-supervised settlement of an estate, from inventorying and valuing assets to creditor claims and final distribution, with clear communication to beneficiaries throughout.

Probate and Estate Administration

Court-supervised settlement of an estate, from inventorying and valuing assets to creditor claims and final distribution, with clear communication to beneficiaries throughout.

Real Property Oversight

A rare specialty among fiduciaries. 20+ years of commercial real estate experience inform how property held in trust is valued and overseen, with any transaction handled by an independent, outside professional.

Real Property Oversight

A rare specialty among fiduciaries. 20+ years of commercial real estate experience inform how property held in trust is valued and overseen, with any transaction handled by an independent, outside professional.

A DISCIPLINED PROCESS

Trust is earned in the details.

Every engagement begins with careful listening, a clear understanding of the governing documents, and a practical path forward - including any real property that may require independent valuation or oversight.

01

Understand the responsibility, the people, and the provisions that matter.

02

Maintain transparent records and provide reporting with dependable regularity.

03

Exercise sound judgment with steadiness, discretion, and respect for every party.

A CONFIDENTIAL CONVERSATION

When a trust or estate needs a steady, independent hand.

Whether you are naming a fiduciary in your estate plan, need one appointed now, or are an attorney or advisor with a client in that position, we welcome a conversation. We will respond with the time and discretion your matter deserves.

ian@tenfid.com

(949) 251-0336

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