At Tyler Fiduciary in Walnut Creek, CA, we provide profound peace of mind by managing and safeguarding the financial and personal affairs of individuals who can no longer do so due to age, incapacity, or other unexpected life challenges. We understand that stepping into these deeply personal roles requires the highest level of trust, which is why our fiduciary firm is rooted in absolute reliability and unwavering integrity.
Our primary role is to step in seamlessly and handle the heavy lifting of trust administration, estate administration, and conservatorships with unmatched care, compliance, and transparency. Our primary role is to step in seamlessly and handle the heavy lifting of trust administration, estate administration, and conservatorships with unmatched care, compliance, and transparency.
Whether we are navigating the emotional and legal complexities of settling an estate, stepping in as a dedicated court-appointed protector, or acting responsibly under a financial power of attorney, we offer the comprehensive professional fiduciary services your family needs to thrive. Reach out to Tyler Fiduciary today to discover how our dedicated oversight can secure your family’s future and protect the ones you love most.
Our case evaluation meeting is designed to have a deeper discussion of the services, goals and overall structure of the trust, estate, and/or healthcare services.
Trust administration is the management and oversight of a trust by a trustee to ensure that assets are handled according to the settlor's wishes and beneficiaries’ interests.
*Per hour for time spent
An agent under a Power of Attorney (POA) is known as an attorney-in-fact. This agent has the legal authority to act on behalf of the principal, which can include managing finances, real estate, and healthcare decisions.
*Per hour for time spent
A conservatorship in California is a court-appointed legal arrangement where a conservator manages the personal care, finances, or both for an adult who cannot manage these aspects independently.
*Per hour for time spent
Fees payable to the Professional Fiduciary as the Personal Representative for customary services are authorized under Probate Code §10800 and, pursuant to Probate Code §10800 are computed on a fee base comprised of gross assets, plus receipts and gains, less losses, as follows:
In addition to statutory fees, pursuant to Probate Code §10801, extraordinary fees can be requested for services such as, but not limited to, tax issues, real property sales and litigation. Though fees for extraordinary services are subject to court approval, extraordinary services are charged at our hourly rate schedule.
Our clients includes individuals proactively planning their own estates, concerned family members seeking help for an aging relative, or legal representatives needing a reliable partner.
Appointing a neutral professional entirely eliminates the emotional conflicts and stress that often strain families during difficult times.
Yes, we can comprehensively manage both areas of your life. While we vigorously safeguard financial assets, pay routine bills, and secure real estate investments, our responsibilities frequently extend to overseeing a client’s medical and personal well-being while provide advocacy.
We operate under the most stringent ethical standards and frequently serve in heavily court- supervised roles. We maintain meticulous, transparent records of every single financial transaction and care decision.
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