Williams Fiduciary

Williams Fiduciary is a professional fiduciary firm based in La Mesa, California, dedicated to providing comprehensive fiduciary services with integrity and expertise. Our mission is to serve clients with clarity, simplicity, and confidence, ensuring that their best interests are always prioritized.

Our Services Include:

• Trustee Services: Managing trust assets, fulfilling obligations, and distributing assets to beneficiaries in a timely manner.
• Personal Representative: Serving as Executor or Administrator to settle and distribute estates professionally and ethically.
• Conservator or Guardian: Managing affairs for individuals who can no longer make decisions about finances or healthcare.
• Estate & Asset Management: Overseeing large projects up to $8 million, working with licensed financial planners to maintain trust health and stability.
• Agent Under Durable Power of Attorney: Handling affairs after incapacitation without judicial proceedings, saving time and avoiding the stigma of being declared incapacitated.
• Estates with Firearms: Managing the transfer of firearms from Trustor to Beneficiaries in compliance with California laws.

About Michael Williams:

With over 30 years in the construction industry, Michael Williams transitioned to fiduciary services after attending the University of California, Riverside for Fiduciary Management, graduating in 2016. He is passionate about helping people daily, providing protection and support to those who might not be in a position to protect themselves any longer.

Contact Information:

Address: 3755 Avocado Blvd, #448, La Mesa, CA 91941
Phone: (619) 630-6379
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

For a free consultation, visit our website or contact us directly. We are committed to providing professional, personalized service to meet your fiduciary needs.