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Tom’s Approach to Fiduciary Services

Compassionate Care:

Clients are treated as individuals, never numbers. Tom LaVoie listens first, acts with empathy, and prioritizes client dignity in every decision.

A Commitment to Integrity, Compassion, and Client-Centered Care

At the heart of Pride Trust Services is Tom LaVoie, CLPF #1487 is a dedicated professional fiduciary with a lifelong passion for protecting the dignity, rights, and financial security of individuals and families across California.

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A Fiduciary You Can Trust

Tom brings a rare combination of technical expertise, ethical leadership, and genuine compassion to every client relationship.

As a Licensed Professional Fiduciary through the California Professional Fiduciaries Bureau and a Certified LGBT Business Enterprise® (LGBTBE®), Tom serves as a neutral, conflict-free advocate for vulnerable adults, seniors, diverse families, and high-net-worth individuals alike.

Trust and Dignity at the Heart

Whether administering complex trusts, managing sensitive conservatorship matters, overseeing daily financial care, or advocating for client healthcare needs, Tom’s mission is always the same:

To protect futures, preserve dignity, and build trust — with professionalism, transparency, and compassion.

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Credentials and Professional Affiliations

  • Licensed Professional Fiduciary
  • Certified LGBT Business Enterprise® — National LGBT Chamber of Commerce (NGLCC)
  • Active Member — Professional Fiduciary Association of California (PFAC)
  • Active Member — National Guardianship Association (NGA)
  • HIPAA Compliant — Data Security and Medical Record Handling
  • Bonded and Insured — Court-Approved Fiduciary Services Across California

Care With Purpose and Compassion

Tom maintains ongoing professional development, adhering to the strict ethical guidelines of PFAC, NGA, and the California Professional Fiduciaries Bureau to ensure best practices in fiduciary care, estate management, and client advocacy.

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Areas of Expertise

  • Trust Administration — Successor Trustee services for complex and family trusts
  • Conservatorships (Person and Estate) — Court-appointed or family-requested
  • Power of Attorney Services — Financial and healthcare decision-making support
  • Probate Estate Administration — Executor and Administrator roles for estates
  • Daily Money Management — Bill pay, budgeting, fraud prevention for vulnerable clients
  • Special Needs Trust Administration — Preserving benefits and quality of life
  • Conflict Resolution — Neutral fiduciary in contested estates and trusts
  • Consultation and Coaching — Helping new trustees and conservators understand their responsibilities

A Passion for Inclusive and Culturally Competent Service

As a proud member of the LGBTQ+ community and a Certified LGBTBE® professional, Tom understands firsthand the importance of culturally competent, inclusive, and respectful fiduciary services. He is deeply committed to serving:

  • Seniors aging with dignity
  • LGBTQ+ individuals and families navigating legal and financial systems
  • Persons with disabilities
  • Families with blended or non-traditional structures
  • Communities historically underserved in financial, estate, and healthcare planning

Every client’s story is honored. Every client’s future is protected.

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Tom’s Approach to Fiduciary Services

Compassionate Care

Clients are treated as individuals — never numbers. Tom listens first, acts with empathy, and prioritizes client dignity in every decision.

Strict Neutrality

Tom acts solely in the best interests of the client or estate — never favoring one party over another in trust, probate, or conservatorship matters.

Transparent Communication

Open, clear updates to clients, families, attorneys, courts, and financial advisors ensure there are no surprises and there is full accountability at every step.

Ethical Stewardship

Tom safeguards client assets, wishes, and well-being with unwavering ethical standards, regular reporting, and court compliance.

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A Message from Tom

"Serving as a fiduciary is a sacred trust.

Every document, every asset, every decision represents someone’s life, their hopes, and their legacy.

My commitment is to protect those futures with the highest standards of care, honesty, and compassion — always."

— Tom LaVoie, CLPF #1487

Ready to Discuss Your Needs?

Whether you’re planning ahead for yourself, caring for a loved one, or representing a client who needs trusted fiduciary support, Tom LaVoie and Pride Trust Services are here to help.

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