SAFEGUARDING YOUR ASSETS, ENSURING YOUR PEACE OF MIND

Licensed California fiduciaries who step in when family can’t or shouldn't—so estates, trusts and finances stay safe and drama-free.

Tom LaVoie, CLPF #1487
Lis G. Ortiz, CLPF #1376

Licensed Professional Fiduciary

About Us

At Pride Trust Services, we provide comprehensive fiduciary solutions designed to protect your assets, simplify complex personal matters, and mitigate family conflicts. As a licensed, certified LGBTBE®, fiduciary firm, we uphold the highest ethical responsibility and personalized care standards to safeguard your financial security and family harmony.

We step in when family members can't, or shouldn't, take on fiduciary responsibility.

Meeting discussion with three business professionals.

We Offer Professional Fiduciary Services

Our services are designed to support you every step of the way, ensuring your finances and estate are in the best hands.

Trust Administration

Careful oversight, ensuring your assets are managed wisely and distributions occur smoothly, minimizing family disagreements.

Estate Administration

Effective probate guidance, strategic creditor handling, accurate asset valuation, and efficient distribution to protect your estate and legacy.

Conservatorships

Court-supervised management of financial and personal affairs, maintaining your dignity and security.

Powers of Attorney

Customized financial and healthcare decision-making, ensuring your preferences are respected and assets safeguarded.

Money Management

Detailed budgeting, transparent bill management, accurate financial reporting, and proactive cash-flow management.

Guardianship Services

Ethical management and dedicated oversight for vulnerable individuals, providing stability and compassionate care.

Golden retriever sitting in foreground while couple talks in background.

Why Choose Pride Trust Services

Your personal and financial matters are handled with professionalism, empathy, and integrity.

Asset Protection & Family Harmony
Proactive solutions designed to safeguard your assets and reduce the potential for family conflict and misunderstandings.
Conflict Resolution Expertise
Neutral, impartial fiduciary support to minimize family disputes and ensure smooth asset management.
Privacy & Security
Comprehensive, HIPAA-compliant data security, ensuring confidentiality of your sensitive information.

Coordinated Services
Services delivered in collaboration with your attorneys, CPAs, and financial advisors, ensuring cohesive and comprehensive fiduciary care.
Highly Credentialed
Licensed Professional Fiduciary
Certified LGBTBE®
PFAC Member
NGA Member
Peace of Mind
Knowing a licensed professional is protecting your best interests.

Professional Guidance For Complex Family & Financial Matters

Every family's assets and legacy deserve protection from financial mismanagement and family conflict. Pride Trust Services provides trusted, professional fiduciary solutions to maintain harmony, security, and peace-of-mind.