FIDUCIARY
SERVICES

The firm offers business and organizational audits, re-homing assistance, and Expert Consultations in probate, estate, and trust matters. Our teams have the experiential expertise to handle the straightforward and complex in the following types of engagements:

 

  • Estate and Trust Administration

  • Trusts with ongoing Business Enterprises (including distressed entities) Special Needs Trusts Administration and Oversite  

  • Heir and sibling disputes including those with contentious beneficiaries

  • Conservatorships of the Person and the Estate

  • Structured Settlements

  • Accidents and Catastrophic Occurrences

  • Crisis Management

  • Business Restructuring & Exit Strategies

 

 

AdobeStock_216812810
pexels-vlada-karpovich-5790828
Girl in Wheelchair

“Dr. Hawkins has a reputation for outstanding work while maintaining personal and professional integrity. I am confident that her clients will find they are dealing with a Fiduciary Services firm of highly principled professionals who believe an integral part of their mission is to treat clients, professionals, as well as opponents in an ethical and humane manner.”

Guy Leemhuis, Esq.  

Trusts, Estates, Conservatorships, Guardianships and Disability Rights Attorney

Confidential consultations are available on a scheduled basis only. Special financial accommodations will be considered on a case-by-case basis. 

Professional Fiduciaries are licensed and regulated by the State of California, Department of Consumer Affairs Professional Fiduciaries Bureau (916) 574-7340, www.fiduciary.ca.gov.

 

“Dr. B.J. Hawkins and I have been colleagues for 30 years. I rate her in the highest rank of those I have worked with. Dr. Hawkins is energetic, direct, highly focused, detail oriented, and persistent. She also is collegial, knowledgeable, and unfailingly generous with her time and expertise.”

Philip Borden, PhD 

Retired CEO of High Technology Ventures, A National Small Business Equity Financing Nonprofit, and Several Other National And International Economic Development Companies