Get in touch.

Reaching out regarding fiduciary, conservatorship, trust, or capacity-related matters is often accompanied by uncertainty, urgency, or significant family responsibility. We welcome the opportunity to speak with you confidentially about your situation and determine whether our services may be appropriate for your needs.

Phone 760-33-TRUST (760-338-7878)
Fax 760-888-2085
Email office@fiduciarycms.com
Mailing address
Fiduciary Continuum Management Services
310 S. Twin Oaks Valley Rd.
Suite 107-193
San Marcos, CA 92078
Office hours Monday through Friday
9:00 a.m. – 5:00 p.m. Pacific
Languages Russian language support available.

Consultations by appointment, in person or via secure video conference. The mailing address is a private mailbox and is not a walk-in office.

We respond to email and voicemail within one business day.

Or send a message.

Tell us briefly what is going on. We will follow up by email or phone, whichever you prefer.

We respond within one business day.

We can also call you back.

How should we reach you?

One sentence is plenty. We will ask the rest in the conversation.

Discretion and confidentiality are fundamental to our practice. Information submitted through this form is kept private and used solely for purposes of communication regarding potential fiduciary services.