Blog.
This is where we keep notes and observations on fiduciary work in California — the questions families and professional advisors actually ask, what changes in the law mean in day-to-day practice, and what we have learned from the work of trust administration, conservatorship, and probate.
Posts carry the date they were written and the date of any update, and every statute or figure is checked against the primary source before it appears here. You can also follow along by RSS.
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What Does a Professional Fiduciary Do? A California Family's Guide
A professional fiduciary makes decisions and manages affairs for someone who cannot, as trustee, agent, executor, or conservator. What the role covers, and when a California family needs one.
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An Opening Note from the Practice
The practice is open. What a California professional fiduciary license certifies, and how to verify any fiduciary before you hire one.
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California's Small-Estate Limit: The Number Many Websites Get Wrong
California's small-estate affidavit limit is $208,850 through March 31, 2028. Where the false higher figure came from, and how the affidavit really works.
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The guides cover the decisions families face most often, and the first step in any matter is a conversation.
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