Petrulis

Fiduciary Services

Petrulis Fiduciary Services offers personalized care and attention to manage trusts, estates, and special administrations. We put our clients' needs first and follow strict ethical and legal requirements to ensure your needs are met.

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Trust Administration

Personalized trust management tailored to you

Probate Estates

Conservatorship Estates

Guardianship Estates

Management of Special Assets

Litigation Management

Special Distribution Issues

Estate Administration

Special Administration

Why Choose Petrulis Fiduciary Services?

Trusted fiduciary solutions tailored to your unique needs

We are different because...

We Charge Strictly on an Hourly Basis

We disclose conflicts of interest and take pride in being transparent with compensation practices to avoid hidden compensation.

Our Fiduciary Services Include Complex or Special Issues

We offer Special Probate Administrator, Special Trustee, and Distribution Trustee services to address issues you may face. Services include management of income assets or other special assets.

We Put Your Interests First

As Professional Fiduciaries certified by the State of California Professional Fiduciaries Bureau, we are required to act in your best interests, not ours.

We Offer a Higher Standard of Care

We act with loyalty and care, and we provide full and fair disclosure.

We Provide Service Customized to Your Needs

Your best interests -- financial, legal, and personal -- are primary. When your needs require it, we retain specialists such as lawyers, accountants, or investment advisors.

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