It’s Your Legacy. Guided.
Experienced guidance through life's most complex financial transitions.
Professional Fiduciary Services
Legacy Guided provides trusted, impartial fiduciary services that protect your wishes and simplify the management of complex estates — forming enduring relationships that extend across generations.
What is a Professional Fiduciary? A trusted advocate for those who need experienced guidance.
A California Licensed Professional Fiduciary (CLPF) is a state-licensed professional entrusted to manage the personal, financial, and healthcare affairs of seniors, individuals with disabilities, minors, and other vulnerable persons when family members or other trusted individuals are unable to serve. A professional fiduciary can engage at any stage — proactively, while you're still in control, or as a safety net when circumstances change. Unlike a family member or friend serving in the same capacity, this is their full-time profession.
Licensed through the Professional Fiduciaries Bureau (PFB), fiduciaries are held to strict ethical and professional standards.
Why Use a Professional Fiduciary?
Complex Family Dynamics
Neutral, impartial decision-making that reduces conflict and relieves family members of emotionally difficult responsibilities.
High-Value Estates
Specialized expertise for estates with significant assets, multiple properties, business interests, or long-term trust administration.
No Suitable Individual
When there is no family member available, willing, or qualified — especially when beneficiaries live out of state.
Professional Continuity
Organization, oversight, and expertise throughout the administration process — with no lapses in judgment or availability.
Accountability & Oversight
Regulated by the PFB, bonded and insured — providing a professional layer of financial protection for every client.
Preserve Relationships
Avoid costly disputes and protect family bonds by keeping fiduciary decisions independent, documented, transparent and neutral.
Contact Us
Complimentary Consultation
Contact us for a complimentary 30-minute consultation
Legacy Guided
1000 4th Street, Suite 300
San Rafael, CA 94901