It’s always personal.
The way trust should be.
Respect | Integrity | Dignity | Compassion
Coast Fiduciary Services acts as a neutral third party, ensuring your estate plan is managed impartially, consistently and in accordance with its terms.
Services We Offer
- Successor Trustee
- Durable Power of Attorney of Finances and Health Care
- Advanced Health Care Directive
- Special Needs Trusts
- Executor of a Will
- Administrator of the Estate
- Conservatorship of the Person and Estate
What does a Private Professional Fiduciary (PPF) Do?
We understand the responsibilities involved in trust administration as well as the probate process. Our team provides prudent, personalized asset management and clear, consistent communication while overseeing your trust.
Our mission is to meet—and exceed—our clients' expectations by delivering thoughtful, responsive, and dependable fiduciary services.
There are many roles a PPF (Professional Private Fiduciary) can fulfill in estate and personal care management. Simply put, we step into your shoes to help you maintain the highest possible quality of life. We make decisions based on what you would do if you were making them yourself, guided by your values, preferences, and long-term goals.
In doing so, we assist you in preserving independence and dignity while helping ensure that your estate and personal wishes are carried out exactly as intended.
Why Choose a PPF over a Family Member or Friend?
Clients often choose us over appointing a family member or friend to act as their fiduciary because we serve as a neutral third party. As members of The Professional Fiduciary Association of California (PF AC) and The National Guardianship Association (NGA), we are held to the highest professional and ethical standards.
Because of this structure, we are not subject to the same emotional pressures or divided loyalties that a family member or friend may face when placed in a position of trust. This neutrality helps ensure decisions are made solely in the best interest of the client, without the strain of family dynamics or interpersonal conflict.
It also allows family members and friends to preserve their relationships with one another, without the added burden of acting as decision-maker or enforcer. The responsibility and accountability involved in fiduciary duties can be significant, and for many non-professionals, it can quickly become overwhelming. By stepping into this role, a PPF helps reduce that weight while promoting clarity, consistency, and peace of mind for everyone involved.