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.
An independent trustee may be useful when a trust maker or family wants someone outside the beneficiary group to administer trust property, communicate with beneficiaries, and apply the trust terms consistently. This can be especially helpful when no suitable family member is available, family relationships are strained, beneficiaries live in different places, or administration involves California property and several moving parts.
Administration decisions may include identifying and protecting trust assets, following distribution instructions, coordinating tax and professional work, keeping records, and communicating with beneficiaries. Von Rock Law can review the trust document and administration needs with you to discuss whether our fiduciary and trustee services fit your situation. Any decision to accept a fiduciary role depends on the circumstances and applicable professional requirements.
The appropriate role depends on what needs to be managed:
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
Trustee and fiduciary questions can arise for California individuals, families, property owners, and business owners. Our services are particularly relevant to:
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.