A Trusted Partner That Works For You
We help people protect their medical and financial wellbeing by making strategic, well-thought
decisions on their behalf now and even when they are gone.
11+ Years Of Experience
California’s Top Choice For Professional Fiduciary Services
Elite Fiduciary Group is a California-based fiduciary company that professionally manages your fiduciary needs. With a team of experienced, fully certified fiduciaries and a sophisticated network of partners, we help you set goals, develop plans to achieve them and execute them seamlessly.
From managing your finances and assets to your personal affairs and well-being, we are here for you.
Discover Our Services –
We offer end-to-end professional fiduciary services in California under one roof, serving as a single contact point for all your needs.
Court Supervised Cases
If you are on looking for a reliable, court appointed conservator or guardian, our experienced fiduciaries are here to protect you and your interests.
Trust And Probate Administration –
We help ensure that the ownership of assets will be transferred to the beneficiaries of the deceased as seamlessly as possible.
Trusteeships & Executorships –
Rest assured that your family and loved ones will be well taken care of when you cannot do it
yourself with our professional fiduciary services.
Conservatorships Of Person/Estate –
We oversee the affairs of our clients and make decisions that ensure a high quality of life for them and safeguard their finances.
Powers Of Attorney – Health And Financial
We make health and financial decisions in the best interests of our clients to protect their health and maintain their wealth.
Special Needs Trusts –
We ensure that our client’s assets, resources and investments will sustain them throughout their lifetime.
Bill Payment Services
Rest assured that your family and loved ones will be well taken care of when you cannot do it
yourself with our professional fiduciary services.
The Elite Fiduciary Difference
Your Best Interests Served
When it comes to loyalty to our clients, we never compromise. Every decision we make is to protect our clients, their assets and resources as well as their beneficiaries.
The Verdict Is In
See what people have to say about our California fiduciary services.
Plan For The Future
We work with you to set long-term goals that will protect your health, financial future and legacy. Our professional fiduciaries set their eyes on the future to give you peace of mind.
Navigate Big Life Events
When it’s time to make difficult choices, we step in to help our clients make the best possible decisions and preserve harmony within their families. their eyes on the future to give you peace of mind.
Tell Us Your Fiduciary Service Needs
Our professional fiduciaries in California are ready to help you protect your health, wealth and legacy, the smart way. Let’s get started.
