Clients Served

We’ve had the privilege of serving the following clients:



Bank Wealth Management and Trust Departments








Estate Planning Attorneys






California Licensed Professional Fiduciaries






John Balquist, CLPF, Oakland CA

Leslie M. Byrne, CLPF, San Leandro, CA

Kellie Hayes, CLPF, Lucky Fiduciary Services, Livermore, CA











For further information about our services or to discuss a project, please fill out the following form. All information provided is strictly confidential.


Oakland, CA 94619

Office Hours: M-F 9am-5pm

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