Katherine Rodriguez

It's our privilege to provide trust and estate administration services for individuals and families throughout the Bay Area and beyond. We administer a wide variety of trusts including Irrevocable Trusts, Special Needs Trusts and Charitable Trusts. We also at act as agent under a client's Advanced Health Care Directive and Power of Attorney for Finances. At times we also step in to act as conservator of the person and estate. We also provide professional fiduciary accounting services for attorneys. We have a dedicated staff that prepares the accountings and works directly with the attorney, their staff as well as their client in need of the accounting. We have prepared accountings for all Bay Area county courts.