Place your trust in us for your fiduciary needs.

Blue Pine Fiduciary provides licensed professional fiduciary services as well as contract bookkeeping and financial organization services to small businesses and individuals.

Licensed Fiduciary Services:

As trustee, conservator of the estate and agent under a durable power of attorney, we provide support and act in another’s best interests under the guidance of your estate planning documents. Our services include managing finances - from basic bill paying to estate and investment management.

We strive to protect and provide for those in need in accordance with their best interests, while at the same time encouraging and empowering people in decision making and maintaining control of their own lives to the greatest extent possible.

These services are provided under license granted by the Professional Fiduciaries Bureau of the State of California and regulated by the California Probate Code.

Licensed Fiduciary Fee Schedule 2024

Licensed Fiduciary Fee Schedule 2025

Contract Services:

Blue Pine Fiduciary also provides contract service of bookkeeping and financial organization for estates, small businesses, non-profit organizations and individuals.

Home bookkeeping and financial organization for estates, individuals and families:

  • We use our knowledge as a professional fiduciary to help you streamline and organize your assets and finances to make it easier, less expensive, and less time consuming to maintain.

  • We can assist family members who are successor trustees to an estate and are feeling overwhelmed but want to remain the trustee and simply need practical advice to get through red-tape and help settle the estate.

  • We can help people who have recently formed a trust and need assistance ensuring your assets are all funded into your trust.

  • We help retirees who may have frequent travel or have just found keeping up with your finances has become overwhelming.

Small-Business and Non-Profits:

  • We can assist small business owners and non-profit organizations professionalize their financial operations so you can focus on the key aspects of your business and services.

* Please note contract services are not covered by a professional fiduciary license.