Elizabeth Dean Fiduciary Services

Elizabeth Dean Fiduciary Services is a professional fiduciary firm based in Davis, California, dedicated to providing compassionate and ethical management of personal daily care and finances for clients and their loved ones. With over 22 years of experience in the financial services industry, Elizabeth Dean, the founder and California Licensed Professional Fiduciary, leads a team committed to upholding the highest ethical standards in fiduciary care.

The firm offers a range of services tailored to meet the unique needs of each client, including:

• Conservatorship: Managing financial and physical care, as well as living arrangements, to ensure the well-being of clients.
• Durable Power of Attorney: Acting on behalf of clients to make decisions in their best interest, providing peace of mind and legal protection.
• Bill Pay: Ensuring all bills are managed and paid accurately, efficiently, and ethically, in a timely manner, relieving clients of financial management burdens.
• Trust Administration: Executing trusts in the most efficient and ethical manner, following the trust or will instructions, taking care of assets for the benefit of beneficiaries, and assessing the value of assets.
• Probate: Assisting with probate administration, including paying final federal and state taxes, making prudent investments and financial decisions, and distributing assets to beneficiaries.

Elizabeth Dean Fiduciary Services serves clients in Yolo, Solano, Sacramento, and Placer Counties, offering personalized and compassionate fiduciary services to meet the diverse needs of the community. The firm operates Monday through Thursday from 9:00 AM to 5:00 PM, providing accessible and reliable support to clients seeking professional fiduciary assistance.

For more information or to schedule a consultation, please contact Elizabeth Dean Fiduciary Services at (530) 564-8295 or visit their website at deantrustee.com.