Steady, caring stewardship when your family needs it most
Kiriaki Fiduciary Services helps seniors, people with special needs, minors and their families manage trusts, estates and personal affairs with integrity, transparency and compassion.
New clients: the questionnaire takes about 10 minutes. When you're done, you can book your intake appointment online.
Fiduciary services you can trust
Licensed, independent and accountable to the people we serve, the courts and California's Professional Fiduciaries Bureau.
Trust Administration
Serving as successor or co-trustee to manage, protect and distribute trust assets according to the trust's terms.
Learn more →Estate & Probate Administration
Acting as court-appointed administrator or executor, from gathering assets and paying debts to final distribution.
Learn more →Conservatorship & Guardianship
Court-appointed care of a person and/or their estate, with a focus on safety, dignity and financial security.
Learn more →Special & Supplemental Needs Trusts
Administering trusts that improve quality of life while protecting eligibility for public benefits.
Learn more →Agent Under Power of Attorney
Handling financial and personal decisions as a trusted, independent agent under a durable power of attorney.
Learn more →Financial & Daily Money Management
Bill paying, budgeting, investment oversight, tax coordination and clear, court-ready accountings.
Learn more →Three simple steps
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Tell us about your situation
Complete our short, confidential intake questionnaire online. It takes about 10 minutes.
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Book your intake appointment
Right after you submit, pick a time that works for you from Rita's calendar.
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Talk through your options
Rita reviews your answers ahead of time, so your appointment can focus on your needs and next steps.
Support for families and the professionals who serve them
Rita works alongside a trusted network of attorneys, CPAs, investment managers, real estate professionals and care managers to make sure every detail is handled accurately and transparently.
Meet Rita KiriakiIndividuals & families
Planning ahead, or facing a loss or a new diagnosis.
Attorneys & courts
Appointments as trustee, administrator, conservator or neutral fiduciary.
CPAs & advisors
A reliable partner for accountings, tax coordination and asset oversight.
Care professionals
Care managers, social workers and medical teams supporting vulnerable adults.
Personalized & transparent
We listen carefully to each client's needs and wishes and build a plan that protects assets, upholds ethical standards and stays neutral.
Compliant with California law
As licensed professionals, we follow California's fiduciary regulations, the Probate Code and professional ethical codes.
Committed to excellence
Ongoing continuing education keeps our work current, transparent and aligned with best practices in fiduciary management.
Not sure where to start?
Tell us a little about your situation. Rita reviews every questionnaire personally before your intake appointment.