Trust Administration – Marin Professional Fiduciary

Our Services

Trust Administration

Expert stewardship of your trust and estate — delivered with care,
integrity, and personal attention.

What We Do

Managing Your Affairs With Care and Integrity

One of the most important steps in your estate planning is deciding who will manage your affairs.

By serving as your professional successor trustee or executor, I will provide the expertise needed to fulfill your directives with care and integrity.

Whether you are planning for the future or navigating a difficult transition, you can trust that every decision will be made with the utmost discretion, transparency, and respect for your wishes.

What's Included

A Complete Range of Trust Services

Income and Distributions

Timely and accurate distribution of income and principal to all beneficiaries.

Asset
Distributions

Careful management and transfer of all trust assets according to your directives.

Beneficiary Communication

Clear and consistent communication with all parties involved in the trust.

Fiduciary Tax Returns

Preparation of all required fiduciary tax returns with  accuracy.

Accounting

Detailed and transparent accounting of all trust activity and transactions.

Record Keeping

Meticulous maintenance of all trust records and documentation.

Reporting

Regular and thorough reporting to keep all parties fully informed.

Why Marin Professional Fiduciary

A Trustee You Can Count On

Choosing the right trustee is one of the most consequential decisions in your estate planning. Entrusting a friend or family member can strain relationships and put assets at risk. Bank trustees are impersonal and rigid. Attorney hourly fees are exorbitant.

As your professional successor trustee, I bring two decades of financial and management experience, a fiduciary duty to act solely in your best interest, and the personal attention that your legacy deserves.

Personal Accountability

You will always work directly with me — never a rotating staff member or an impersonal institution.

Fiduciary Duty

I am legally and ethically bound to act solely in your best interest at all times.

Licensed & Regulated

Fully licensed by the State of California — License PF 1631 — held to the highest professional standards.

Get Started

Ready to Protect Your Legacy?

I welcome the opportunity to speak with you at no charge. Let's discuss your specific needs and determine whether my experience and approach are the right fit for you and your trust.

Email Us

katherine@marinpf.com

(415) 860-1846

Direct Call

Sausalito, California

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