BRINGING order TO LIFE’S TRANSITIONS

Private Fiduciary and Trustee Services in Southern California

Foster Thornton Welling provides guidance and support during times of significant life change. This might include aging, retirement, illness, inheritance, divorce, or death.
We help simplify complex situations, working together with attorneys, accountants, and other advisors.

Our credentialed professionals function under many titles, such as Private Fiduciary, Successor Trustee, Court Appointed Trustee, Executor of the Estate, Administrator of the Estate,
Attorney-In-Fact and more. Yet clients know us by the comfort and relief they experience through our highly personalized services.

Fiduciary Services

Fiduciaries may serve in many roles, but in every situation fiduciaries assume responsibility for a position of trust.

Trustee

The trustee of a trust manages the assets and income of the trust as set forth in the trust document.

Executor/Administrator

An executor or administrator administers the estate and is responsible to beneficiaries, creditors, tax authorities, and others.

We’re here to help

Are you, a loved one or a business associate experiencing a significant transition?