Preparing for the Unforeseen
A Trust is a vital part of an estate plan, to protect, provide and administer. Created for a wide range of purposes for the grantor(s) lifetime intentions. Whether you are creating/ updating your trust, Advance Health Care Directive or considering an administrator for your estate, you can choose a licensed professional fiduciary to serve in those roles.
Coast Fiduciary Services associates, Patricia and Tiffany, are licensed private professional fiduciaries that may serve as trustee, agent and/or administrator.
We serve clients in Los Angeles, Ventura, and Santa Barbara Counties who need a neutral third party they can trust. Reach out today to see how we can assist you.