AD Fiduciary Inc. is a licensed professional fiduciary firm based in Elk Grove, California, specializing in trust and estate administration, special needs trusts, and conservatorships. The firm stands out for its client-first approach, offering security, compassion, and strength to individuals and families navigating complex life transitions.
With a commitment to integrity and trust, AD Fiduciary helps clients assess, plan, implement, and monitor their financial, legal, and personal care needs. The team employs a service-oriented philosophy, providing unmatched personal and financial management while protecting the wishes and best interests of those they represent. They offer a 30-minute initial consultation for new clients.
Services Offered
- Trust and Estates Administration
- Special Needs Trusts Administration
- Conservatorships (Estate and Person Service)
- Financial Management
- Personal Care Management
- Estate Planning Support
AD Fiduciary serves clients in Elk Grove and surrounding areas, operating as a licensed and regulated professional fiduciary under the California Professional Fiduciaries Bureau.
