trusteepro.com

Professional Fiduciary Services (PFS) is the largest Orange County group of licensed, bondable, independent fiduciaries who serve as Successor Trustees for Living Trusts, Charitable Trusts, Special Needs Trusts, Marital & Exemption Trusts, Life Insurance Trusts, Lifetime Benefit Trusts and Legacy Trusts.


In addition, we serve as the Personal Representative for the Advanced Healthcare Directive, Executor in a Will, Conservator, and Agent for the Durable Power of Attorney for Assets.


PFS is not a trust company. Each person serves individually. We have the talent and experience to manage equities, bonds, real estate (residential and investment) and businesses with the understanding that family issues and care management require a 24/7 commitment.


Our mission is to offer ethical, qualified and personable private professional fiduciaries who work together to provide outstanding service to our clients with loyalty and accountability. Our trust services are much more than just managing the money!


trusteepro.com