Elizabeth Dean Fiduciary Services is a California-licensed professional fiduciary firm specializing in trust administration, conservatorship, and financial management for individuals and families. The firm stands out for its commitment to ethical standards, compassionate, personalized care, and its dedication to easing the burden of daily financial and personal affairs for clients and their loved ones.
The team provides thoughtful support tailored to the day-to-day needs of clients, focusing on protecting estates through diligent management and loyal representation. They serve individuals requiring assistance with personal care, housing, medical needs, and financial oversight, particularly seniors, families, and those navigating complex fiduciary arrangements.
Services Offered
- Trust Administration
- Conservatorship/Guardianship
- Bill Pay Services
- Durable Power of Attorney for Finances
- Power of Attorney for Healthcare
- Probate Assistance
- Financial Management
- Personal Daily Care Coordination
- Housing Arrangement Support
- Medical Needs Assistance
Elizabeth Dean Fiduciary Services is licensed and regulated by the Professional Fiduciaries Bureau and serves clients throughout Yolo, Solano, Sacramento, and Placer Counties, offering free initial consultations to discuss individual needs.
