Life Trust Associates has been serving the needs of families in the Bay Area since 2003. Michael, Pearson and their team bring individualized attention to the needs of vulnerable adults and children, and to the management of trusts and estates. We utilize a wide range of skills and services in our role as Professional Fiduciary, to provide a firm foundation for those needing assistance. Our respectful, attentive and pro-active approach helps reduce the tenor of conflict and allows for a meaningful resolution of many family issues. We have successfully managed complex estate issues and enjoy the relationships we have built with our special needs clients. We have extensive experience working with investments and take an active role, where appropriate, in managing clients’ assets. We are bonded for over three million dollars.
Please contact us for a free consultation.
“In addition to caring for my father, Life Trust was so helpful in guiding me toward understanding the journey of a parent with dementia. I will never forget all that they have done for me.” —Nadine Moore