Licensed Fiduciaries

Discover local fiduciaries who can help with your estate planning needs.

No Photo Available

Dawn Akel

Akel Fiduciary Inc.

California Licensed Professional Fiduciary, Governor appointed member of the Professional Fiduciaries Advisory Committee, and CEO and Fiduciary at Akel Fiduciary, Inc. Providing professional trust and estate administration, Special Needs Trusts, Conservatorships, Power of Attorney, Agent of Health, and Independent Business Administration and Receiverships. Offices in Lincoln, Elk Grove and Sonoma. More Details
Work Phone: (916) 686-7804Work Fax: (916) 690-8991 Website: http://www.akelfiduciary.com
No Photo Available

Martha “Marty” Austin

The Home Bookkeeper

Professional Fiduciary and Conservator. Strong emphasis on working with clients in their homes guiding and managing personal financial & bookkeeping needs. Case management. More Details
Work P.O. Box 2207 Nevada City CA 95959 Work Phone: (530) 265-4432Work Fax: (530) 265-4432
No Photo Available

Larry Iglesias, Esq.

Akel Fiduciary Inc.

Professional Fiduciary and licensed Attorney. Providing a broad spectrum of professional fiduciary services, including trust and estate administration, Special Needs Trusts, Conservatorships, Power of Attorney, Agent of Health, and Independent Business Administration and Receiverships. Offices in Lincoln, Elk Grove and Sonoma. More Details
Work 2228 Longport Ct Ste 100 Elk Grove CA 95758 Work Phone: (916) 686-7804Work Fax: (916) 690-8991 Website: http://www.akelfiduciary.com
No Photo Available

Matt Quentmeyer

Sierra Fiduciary Services, LLC

Professional Trustee and Conservator. Ancillary services include Representative Payee Services, Power of Attorney, Decedent Estate Management, Forensic Accountings. More Details
Work PO Box 1032 Grass Valley CA 95945 Work Phone: (530) 273-6347Work Fax: (888) 273-6347
No Photo Available

Gregory Schasiepen

GRS Fiduciary Services

As a licensed Fiduciary, I act as a Conservator, Trustee, Executor of an Estate, agent under a Power of Attorney and provide bill pay and record keeping services. More Details
Work 111 Bank St #322 Grass Valley CA 95945 Work Phone: (530) 263-6240 Website: http://www.grsfiduciaryservices.com
No Photo Available

Michael Storz CLPF #387

Storz Fiduciary Services

Licensed Fiduciary and member of the Professional Fiduciaries Association of California since 2009 providing administration for decedent, revocable, irrevocable and SNT trusts as well as conservatorships and probate administrations. More Details
Work 610 Auburn Ravine Rd Ste D Auburn CA 95603 Work Phone: (916) 220-3474Work Fax: (916) 644-6258 Website: http://www.storzfiduciaryservices.com
No Photo Available

Stefanie Thibedeau

Bank of the West

Our team of Corporate Trustee Services includes Fiduciary Officers, Portfolio Managers, and a national support staff that specializes in trust and fiduciary matters as well as fiduciary investment management. More Details
Work 500 Capital Mall Ste 1200 Sacramento CA 95814 Work Phone: (916) 215-4386Work Fax: (402) 445-6530 Website: http://www.bankofthewest.com/wealth
No Photo Available

Barry White

Barry White, Professional Fiduciary

As a licensed fiduciary, I provide trust and estate administrator services, act as agent under powers of attorney (financial & health care), personal financial management, veterans payee & court appointment as a conservator for the person and/or estate. More Details
Work PO Box 10 Applegate CA 95703 Work Phone: (530) 305-9036Work Fax: (530) 653-2011 Website: http://www.barrywfiduciary.com