Trusts - Trust Services
Napa Valley, San Francisco North Bay, Ca. USA

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A trust company is normally owned by one of three types of structures; an independent

partnership, a bank, or a law firm, each of which specialize in being a trustee of various kinds of trusts, and managing estates.

The "trust" name refers to the ability of the institution's trust department to act as a trustee - someone who administers financial assets on behalf of another. The assets are typically held in the form of a trust, a legal instrument that spells out the beneficiaries and what the money can be spent for.

A trustee will manage investments, keep records, manage assets and prepare court accountings, paying bills and (depending on the nature of the trust) medical expenses, charitable gifts, inheritances or other distributions of income and principal.

 

 

 

 

 

 

 

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Alphabetical Listings

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Brian Holt Trustee
San Rafael, CA 415 317-1362

Byrnes Fiduciary Services
631 5th St, Santa Rosa, CA 707 526-6431

Fiduciary Advantage
PO Box 4062, San Rafael, CA 415 491-1133

Independent Fiduciary Services Inc
11 Hampton Ln, Novato, CA 415 892-7925

Jack Harper Personal Mgmt Services
2310 Northwood Dr, Santa Rosa, CA 707 577-0481

Len Tillem & Assoc - Leonard M Tillem  

846 Broadway, Sonoma, CA 707 579-3230

Marchi & Smith Assoc
311 Miller Ave # H, Mill Valley, CA 415 383-9777

Mechanics Bank
904 4th St, San Rafael, CA 415 460-6060

NORTHERN TRUST BANK OF CA NA
575 Redwood Hwy, Mill Valley, CA 415 381-5100

Professional Fiduciary Mgmt
1130 1st St, Napa, CA 707 255-5429

Redwood Trust Inc
1 Belvedere Pl # 300, Mill Valley, CA 415 389-7373

Specialized Services For Law
2544 Cleveland Ave # 206, Santa Rosa, CA 707 528-1364

Sprinkel Fiduciary Services
PO Box 5087, Larkspur, CA 415 461-2110

Support Services For Elders
1005 A St # 207, San Rafael, CA 415 456-8692

Timothy A Hoffman
Sebastopol, CA 707 823-2066
 
 
 
 
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Wills, Trusts & Estate Planning
 

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