Chaddock Fiduciary Services

Chaddock Fiduciary Services is a licensed professional fiduciary firm based in Morgan Hill, California, with nearly 20 years of experience in managing fiduciary responsibilities. The company specializes in real estate sales and purchases, estate management, filing income tax returns, reporting to trust and estate beneficiaries, and investing assets from trusts and estates. Under the leadership of CEO William Chaddock, the firm has been appointed by five Superior Courts to serve in various roles, including estate conservator and guardian, trustee, administrator, and executor. Chaddock Fiduciary Services manages over $20 million in total assets, providing reliable, high-quality services to clients throughout California. The firm also operates a subsidiary, Asset Preservations for California (APS California), which offers public benefits planning strategies and operates from three locations: Santa Barbara, Silicon Valley, and Santa Cruz. William Chaddock holds a Master of Business Administration in Financial Management from National University and a Bachelor of Science in Business Administration from United States International University, now known as Alliant International University. Prior to founding Chaddock Fiduciary Services, he spent two decades managing bank branches and has been licensed in real estate sales, life and disability insurance, and as a Registered Representative through the National Association of Securities Dealers (NASD).