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WHAT WE DO

Taking Care of Today and Tomorrow

At AD Fiduciary, we serve as a source of security, compassion and strength to elders, and those supporting them, through challenging life transitions. We help our clients assess, plan, implement, and monitor their financial, legal, and personal care needs with integrity and trust. It is our duty and honor to protect the wishes and best interests of those we represent.

 

OUR SERVICES

When you entrust AD Fiduciary to uphold your or your loved ones deepest intent, you will find we do so with concern and compassion employing a client-first approach. We are service-oriented, striving to provide unmatched personal and financial management.

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TRUST & ESTATES

Trust and Estates Administration

SPECIAL NEEDS TRUSTS

Special Needs Trusts Administration

CONSERVATORSHIPS

Estate and Person Service

 
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“To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity.”

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CONTACT US

Get in touch with AD Fiduciary to discover more about our services. We look forward to connecting with you!

2228 Longport Ct #100, Elk Grove, CA 95758, USA

+1 (916) 686-7804

(916) 690-8991 fax

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NOTIFICATION TO CONSUMERS: Professional Fiduciaries are licensed and regulated by the Professional Fiduciaries Bureau. Professional Fiduciaries Bureau Telephone (916) 574-7340. Professional Fiduciaries Bureau Website: www.fiduciary.ca.gov