Von Rock Law offers trusted fiduciary and trustee services to our own clients throughout California. With over 60 years of combined legal experience in estate planning and trust administration, our attorneys provide reliable, hands-on fiduciary oversight—serving as trustee, executor/administrator, or agent under a power of attorney.
As a boutique estate planning firm, Von Rock Law is known for delivering legally grounded, client-centered fiduciary services. We step in with clarity and compassion, managing complex trust and estate matters with care and consistency.
Von Rock Law can serve in a wide range of fiduciary roles:
Trustee – For both revocable and irrevocable living trusts
Executor or Administrator – For probate or estate administration
Power of Attorney – For financial or healthcare decision-making
Special Needs Trust Administration – Ensuring proper care and legal compliance
Testamentary Trust Oversight – Ongoing support for trusts
Fiduciary Accounting and Communication – Timely reporting and beneficiary updates
Our fiduciary services are ideal for:
Individuals without a personal trustee
Families experiencing conflict or complex relationships
Ageing clients who want consistency and peace of mind
Parents and caregivers of special needs beneficiaries
Out-of-state or international families managing California-based estates
We offer a transparent and flexible billing model:
Note: Our fee structure covers fiduciary oversight, trust management, communication, and coordination services. It does not include any third-party costs, including but not limited to:
We are happy to provide a detailed estimate and walk you through expected costs during your consultation.
Our process is structured for clarity and peace of mind:
Book a consultation with our fiduciary team
We’ll complete a conflict check and provide an engagement agreement
Upon engagement, we gather key information—trust documents, assets, and contacts
Ongoing trust administration begins, including reporting, disbursements, and communication with beneficiaries
Von Rock Law, PC attorneys are not licensed professional fiduciaries. We offer fiduciary services only to our own estate planning and trust/probate administration clients, in full compliance with the California Rules of Professional Conduct, including Rule 1.8.6. All fiduciary roles are accepted with informed written client consent.