• INDEPENDENT PROFESSIONAL FIDUCIARIES YOU AND YOUR FAMILY CAN TRUST

    Our mission is to offer ethical, qualified and personable private professional fiduciaries who work together to provide outstanding service to our clients with loyalty and accountability.

WHY CHOOSE PROFESSIONAL FIDUCIARY SERVICES

Why Hire Professional Fiduciary Services: Experience

70 years
of experience

Why Hire Professional Fiduciary Services: Fee-only financial advisors

Fee-Only
Financial Advisors

Why Hire Professional Fiduciary Services: Licensed, bondable and regulated

Licensed, bondable
and regulated

Why Hire Professional Fiduciary Services: Reliability

Reliable
professionals

Why Hire Professional Fiduciary Services: Personal Service

Personal
service

Professional Fiduciary Services - CaliforniaPFS Team

We have the talent and experience to manage equities, bonds, real estate (residential and investment) and businesses with the understanding that family issues and care management require a 24/7 commitment.

Meet the Team

PFS Services

Professional Fiduciary Services (PFS) is the largest Orange County group of licensed, bondable, independent fiduciaries who serve as Successor Trustees for Living Trusts, Charitable Trusts, Special Needs Trusts, Marital & Exemption Trusts, Life Insurance Trusts, Lifetime Benefit Trusts and Legacy Trusts.

Our services include:

Learn More

Free Consultation

We’ll be happy to get you started in the right direction with a 30-minute, no-obligation call. Call us at 949-600-8625 or email us at pkote@cox.net

Or contact us through our website.

Get Started