Why Petrulis Fiduciary Services?

1. Our Fiduciary Services Include Complex or Special Issues

• Special Probate Administrator or Special Trustee when a conflict or other situation leaves the appointed fiduciary unable or unwilling to act

• Distribution Trustee when needed to implement trust distribution provisions, especially distributions of principal. Trustees who are family members may need protection from the pressures of beneficiaries or third parties.

• Management of income assets or other special assets

2. We Provide Service Customized to Your Needs

As fiduciaries, we:

• Focus on your best interests: financial, legal, and personal

• Retain specialists such as lawyers, accountants, or investment advisors when your needs require it

• Provide support for long-term needs and planning

3. We Put Your Interests First

We are Professional Fiduciaries certified by the State of California Professional Fiduciaries Bureau. We are required to act in your best interests, not ours.
That means your goals, risk tolerance, and financial well-being come before the commissions, sales targets, or incentives that others might charge.

4. We Charge Strictly on an Hourly Basis

As fiduciaries, we:

• Disclose conflicts

• Avoid hidden compensation

• Recommend suitable and prudent options

We focus on solutions that benefit you.

5. We Offer a Higher Standard of Care

Under fiduciary duty, we:

• Act with loyalty

• Act with care

• Provide full and fair disclosure

This is a much stricter standard than the basic “suitability” rule that non-fiduciary financial professionals follow.

We are Professional Fiduciaries. What does this mean for you?

When you work with Petrulis Fiduciary Services, we put you, our client, first. We offer personalized service to handle complex financial, trust, probate, and conservatorship estate services on your behalf. We do not offer personal care services, instead focusing our practice on financial and legal matters.