About our services
Our passion is helping those who struggle to help themselves. We are here to help your loved one prepare, stay protected and live life with as little worry as possible, regardless of their condition. Learn more about us.
Professional Trustee Services
PROFESSIONAL TRUSTEE SERVICES
We manage trust assets, including court-formatted trust accountings.
Why choose a professional trustee? Establishing and managing a trust can be complex, requiring expertise in trust laws, administration, and overseeing investment management. We can answer your questions and help you choose an appropriate attorney to devise your trust structure. We offer attentive, personalized service.
Benefits of engaging a professional trustee: Professional trustees have the training and experience to manage all types of assets, including complicated and closely held investments, a business, real estate, mineral interests, or partnerships requiring particular expertise.
Family dynamics can be complex. Professional trustees follow your instructions objectively—emotions or personal agendas will not interfere with the fair administration of your trust.
Professional trustees offer stability and continuity to effectively manage your trust for generations to come.
We offer free consultations whether you want to hire a fiduciary for your estate or have questions about your role as a Power of Attorney (POA) supporting your loved one.
Contact us. If we cannot help you, we will likely have a contact who can.
Professional Estate Administration
We can help you handle all aspects of estate administration, including liquidating and distributing estate assets.
When a person dies, all their property, assets, and valuables become part of their estate. Someone has to manage and organize the deceased’s personal property, pay the estate bills and taxes, distribute any remaining assets to the deceased’s heirs and, or beneficiaries, and follow the directions in their will. The executor or the estate administrator is legally responsible for managing the deceased’s estate. The estate administrator might be named in a will or trust document. They could be the deceased attorney, or a probate court could appoint them if the person died intestate without a will. If there is not a family member assigned to be the estate administrator, or if the responsibilities are too big for the person named as the executor in the will, it may be advisable to hire a professional fiduciary to act as the estate administrator.
We offer free consultations whether you want to hire a fiduciary for your estate or have questions about your role as a Power of Attorney (POA) supporting your loved one.
Contact us. If we cannot help you, we will likely have a contact who can.
Professional Healthcare Advocate
A Professional Healthcare Advocate is a legal document that lets you select a person called your “patient advocate.” A patient advocate carries out your wishes or makes decisions about your care, but only when you are so ill or injured that you cannot make your own treatment decisions. Appoint someone you trust to make health care decisions for you if you cannot make those decisions yourself.
We offer free consultations whether you want to hire a fiduciary for your estate or have questions about your role as a Power of Attorney (POA) supporting your loved one.
Service includes professional power of attorney services under healthcare. We ensure the client receives adequate healthcare, medication management, and quality of life evaluations.
Contact us. If we cannot help you, we will likely have a contact who can.
Professional Probate Administration
Includes handling all aspects of probate administration promptly. Addressing beneficiary needs and working towards mediation concerning any estate conflicts.
Probate administration is when a decedent’s assets are managed and distributed according to estate planning documents, such as a will and state law. By the end of the probate process, debts and taxes should be paid, and all assets should be distributed to their new owners.
We offer free consultations whether you want to hire a fiduciary for your estate or have questions about your role as a Power of Attorney (POA) supporting your loved one.
Contact us. If we cannot help you, we will likely have a contact who can.
Professional Special Needs Trust Administration
We provide limited services for the Special Needs Trust (SNT) Administration. We work within trust provisions to support the beneficiary to the best of our ability. This service includes regular financial projections, regularly visiting beneficiaries’ needs, and exploring quality of life needs.
A Special Needs Trust (SNT) allows a disabled person to maintain their eligibility for public assistance benefits despite having assets that would otherwise make them ineligible.
We offer free consultations whether you want to hire a fiduciary for your estate or have questions about your role as a Power of Attorney (POA) supporting your loved one.
Contact us. If we cannot help you, we will likely have a contact who can.
Paige Fiduciary Services
Since you are here, you may already be in need. Please call if you’re unsure if you need a fiduciary service. I’d be happy to give you some tools to help you in your current situation. If I cannot help you, I will likely have a contact who can. I am a California Licensed Professional Fiduciary #1047 and National Certified Guardian License #4939. I have completed my certifications as a Trustee and Conservator through CSUF.
You can also visit our blog or resources page for information about fiduciary services and senior care.
Free Consultation
If you seek fiduciary services, feel free to book a free consultation.
Information & Resources
Proud Member of These Organizations
Better Business Bureau, National Guardianship Association, Center for Guardianship, and Professional Fiduciary Association of California
Connect with Us

Mailing Address
2059 Camden Ave. #344
San Jose, CA 95124
Tel: 408-858-1714
Fax: 408-877-1564