Flexible Fiduciary Support Tailored to Your Unique Needs
Expertise Where and When You Need It Most
Not every situation fits neatly into a standard fiduciary service category.
That’s why Pride Trust Services offers Consultations and Special Projects — customized fiduciary support for individuals, families, attorneys, and financial professionals across California.
Solutions for Unique Fiduciary Challenges
Whether you need a short-term consultation, asset management for a special case, or help navigating a unique fiduciary challenge, we're here to provide professional, conflict-free expertise exactly when you need it.
Our Consultation & Special Project Services Include
Fiduciary Consulting for Families and Attorneys
Guidance on trust administration, estate settlement, conservatorship planning, and fiduciary best practices.
Special Asset Management Projects
Securing, managing, or transferring unique assets (e.g., real estate, mineral rights, collectibles, family businesses).
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Trust and Estate Review and Readiness
Helping successor trustees or executors prepare for their duties with coaching and documentation support.
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Neutral Third-Party Oversight
Managing beneficiary disputes, high-conflict estates, or family disagreements with impartial fiduciary leadership.
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Short-Term Successor Fiduciary Appointments
Stepping in temporarily when an existing trustee, conservator, or agent under power of attorney is unable or unavailable to serve.
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Real Property and Business Liquidation Support
Coordinating property sales, business dissolution, and asset liquidation in estates and trusts.
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Public Benefit Compliance and Special Needs Planning
Consulting on Special Needs Trust administration, Medi-Cal coordination, and benefit protection strategies.
Common Situations We Help With
Why Choose Us for Consultations & Projects
Our Consultation Process
Step 1: Schedule a confidential consultation.
Step 2: Review your goals, documents, and project scope.
Step 3: Receive a tailored proposal outlining services and fees.
Step 4: Formalize engagement with clear expectations.
Step 5: Professional fiduciary services delivered on time and with full transparency.
Common Questions About Consultations & Special Projects
A. No.
You can engage us strictly for consulting, coaching, special asset management, or project assistance, without formal fiduciary appointment unless needed.
A. Examples include estate clean-up projects, high-conflict trust management, Special Needs Trust oversight, real estate liquidation, or coaching successor trustees in complex situations.
A. Consultations and special projects are billed either:
- Hourly, based on case complexity and service needs; or
- Flat project fee if the scope is clearly defined in advance.
A. Yes.
We often collaborate with legal, accounting, and financial professionals to ensure coordinated, compliant outcomes for clients.
Get the Fiduciary Support You Need
Whether it's short-term fiduciary coaching, special asset management, or full-scale project administration, Pride Trust Services is ready to deliver trusted, ethical, conflict-free support when and where you need it most.