PROFESSIONAL FIDUCIARY SERVICES
23601 Moulton Parkway, Suite E
Laguna Hills, CA 92653
Telephone: (949) 600-8625
Facsimile: (949) 608-3593
Toll free voice mail only
1 - 877 - 919-5355
                                     
        Peter C. Kote                           Forrest L. West, II                Richard Huntington           Lisa Sellon                      Betty DeKovner

PROFESSIONAL FIDUCIARY SERVICES (PFS) is a select group of individuals, each ready to serve in fiduciary capacities including Trustee, Executor, Conservator, or Agent for the Advance Health Care Directive, Durable or General Power of Attorney for Asset and Property Management.

The vision of PFS is to offer ethical, qualified and personable independent fiduciaries who work together to provide quality service for their clients. We look forward to serving your needs and welcome your trust.

We serve as independent contractors. PFS is a team of independent professionals (as opposed to a trust company) who work for you in a fiduciary capacity. A key advantage to working with PFS is that you have access to more than one individual at all times.

We work to maintain your professional relationships whether it is an attorney, an investment advisor or CPA; these relationships can usually be maintained.

The Role of a Fiduciary
The Role of an Executor
The Role of a Charitable Remainder Trust Trustee
The Role of a Conservator
The Role of a Trustee
Irrevocable Life Insurance Trust
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Location & Dates - Fall
It's Your Estate
It's Your Money

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