California fiduciary services you can trust
Kiriaki Fiduciary Services, LLC provides professional, ethical management of trusts, estates and personal affairs, with a focus on safeguarding assets, complying with legal standards and giving families peace of mind.
Trust Administration
As successor trustee or co-trustee, Rita manages the trust impartially, ethically and cost-effectively, following the trust's terms and California law.
- Securing, valuing and managing trust assets
- Overseeing investments with trusted financial advisors
- Paying bills, expenses and ongoing obligations
- Coordinating tax filings with a Certified Public Accountant
- Preparing clear trust accountings for beneficiaries and the court
- Making timely, fair distributions to beneficiaries
Estate & Probate Administration
Serving as court-appointed administrator or as executor of a will, Rita handles each step of settling an estate with care and transparency.
- Gathering and protecting estate assets
- Paying valid debts, final expenses and taxes
- Supervising the sale or transfer of real property
- Working with probate counsel and the court
- Preparing accountings and final distributions
Conservatorship & Guardianship
For people who can no longer manage on their own, Rita serves as a court-appointed conservator of the person and/or estate, or as guardian of a minor's estate, advocating for their safety and well-being.
- Developing personalized care plans and monitoring safety
- Hiring and overseeing care managers and caregivers
- Making informed medical and living-arrangement decisions
- Managing finances, benefits and property
- Reporting to the court as required
Special & Supplemental Needs Trusts
Rita administers special and supplemental needs trusts so beneficiaries can enjoy a better quality of life while preserving eligibility for public benefits.
- Reviewing the beneficiary's needs and goals
- Making distributions that follow the trust and benefit rules
- Budget analysis and long-term financial planning
- Coordinating with families, care teams and advisors
Agent Under Power of Attorney
When a durable power of attorney names a professional fiduciary, Rita acts as an independent, accountable agent for personal and financial decisions.
- Managing day-to-day finances and accounts
- Overseeing property and investments
- Coordinating personal services and care
- Keeping detailed records and reporting to the family
Financial & Administrative Management
Managing financial affairs requires precision and trust. We provide comprehensive, clearly documented financial stewardship tailored to each client.
- Bill payment and daily money management
- Investment oversight with trusted financial advisors
- Budget analysis and long-term planning
- Securing loans when needed
- Ensuring timely and accurate tax filings
- Preparing fiduciary accountings
Specialized support
Real property
Supervising the sale, transfer or management of homes and other real estate, from listing agreements and disclosures to closing.
Neutral fiduciary
Maintaining neutrality in disputed trust and estate matters so every beneficiary receives their rightful share.
Advocacy for vulnerable adults
Protecting the physical, emotional and financial security of seniors and people with disabilities.
Find the right kind of help
Not sure which service fits? Answer a few questions and Rita will help you understand your options.