Fiduciary services for Los Altos families.

Los Altos and Los Altos Hills hold estates built across two and three generations of Silicon Valley work.

The asset mix reflects it: real property held a long time, private-company stakes, and public-market positions, often passing to beneficiaries who are themselves accomplished professionals with full lives. That combination tends to make administration a coordination problem more than anything else — the pieces are valuable and well-advised, but no single person has the time or the standing to pull them together and act for everyone fairly.

A professional fiduciary supplies that standing. The role is bound by court oversight, a bond, and a duty to the beneficiary ahead of all others, and the work is the patient kind: reconciling accounts, coordinating with the estate counsel, tax counsel, and family-office staff already embedded in the affairs, and keeping a private-company position or a concentrated holding handled with care rather than urgency. The point is that nothing important gets decided by default.

Probate matters for Los Altos are filed with the Santa Clara County Superior Court at the Downtown Superior Court in San Jose. Los Altos is served on a remote-coordinated basis, with in-person visits scheduled when a matter requires them.

What I can take on

Power-of-attorney work is often the right call for families who want a professional in that role rather than a relative. Care coordination runs alongside the formal roles when there is a parent whose day-to-day needs to be tracked.

If something in this resonates, please reach out. There is no mailing list, no mass email, no repeated calls. If a follow-up makes sense — in a day or two, or further out — tell us, and we will.