Private Trustee Services

A professional licensed private trustee provides families with the gift of experience and relief from the time it takes to properly administer a trust.

Families often nominate other family members to administer their trusts and final affairs. Other families do not have close family members or family members that are nearby to assist them.

The role of trustee and the administration of a trust can be time-consuming and this can be problematic for many people who already have busy lives or lack the expertise needed to ensure an efficient and proper administration.  

Including a private trustee in trust planning provides the family and beneficiaries with a knowledgeable person with experience during a difficult time.

A Professional trustee is a licensed professional fiduciary and they are required to be licensed by the State of California. Services provided by professional fiduciaries range from Daily Financial Activities to coordinating daily health care and much in between. When managing one’s own affairs becomes overwhelming, a professional fiduciary is there to step into areas of your choosing to provide relief and support.

At Bridge Senior Financial Services, clients benefit from a team of professionals. Over time, we become familiar with client preferences and habits which allows us to provide a highly personal level of service that many other licensed professionals can not provide because of the restrictions of either their license or their employer.