Fiduciary services for Tiburon families.

Tiburon families tend to hold property right along the bay.

Often there is more than the waterfront home: a second place inland or out of state, investment holdings, and beneficiaries scattered across the Bay Area and beyond. A trust administration or conservatorship here frequently has to account for relatives who do not live in California and are not familiar with how California probate actually works — which means a large part of the job is translating the process into plain terms for people trying to help from a distance.

A professional fiduciary carries that under court oversight, a bond, and a legal duty to act for the beneficiary ahead of anyone else. The work in Tiburon is mostly coordination and clear communication: reconciling accounts, working with the local trust officers and the family's existing advisors, and making sure out-of-area family members understand each step instead of worrying about the parts they cannot see. The bayfront property at the center of it gets preserved and accounted for rather than rushed.

Probate matters for Tiburon are filed with the Marin County Superior Court at the Civic Center Hall of Justice in San Rafael. Tiburon 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.