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Testimonials

"I have referred dozens of estate planning clients to ProFiduciary. They provide the full market of fiduciary services for my clients. More importantly, their offices are responsive and ready to hit the ground running with the knowledge, contacts and competence it takes to assist a client in need during an emergency. Simply put, I highly recommend this firm for anyone considering a fiduciary for their estate planning needs."

Jason Ebert, Attorney at Wiggins & Ebert, APC

“The Greenwald Realty Team has had the honor of partnering with the outstanding professionals at Pro Fiduciary. Composed of California Licensed Professional Fiduciaries, Pro Fiduciary exemplifies expertise and the highest degree of integrity. They consistently bring collaborative solutions to their clients, referral partners, and the industry they represent. Their exceptional back-office staff supports each Fiduciary, allowing them to excel as problem solvers in estate, trust, and probate matters.”

Ron Greenwald, Greenwald Realty Team

“Danielle Campbell and her team are great to work with. I’ve worked with her specifically (and her firm countless times) on a number of matters and she is very responsive and communicative, which is probably the most important part of carrying out her duties. I hear so frequently that lack of communication by the trustee is the cause of delay, and that is never the issue with her.

 

She understands the tasks that need to be done, handles them appropriately, seeks counsel when needed and has a great attitude and manner about her which she uses in her client communications. I highly recommend her.”

Danielle Barger, Attorney at Barger and Battiest Law, APC

“I have worked closely with ProFiduciary for many years.  The fiduciaries are uniformly skilled, experienced and hardworking.  But, and most importantly—care deeply about their clients.”

Todd Stevens, Attorney at Keeney, Waite & Stevens

"Thomas Thale and his knowledgeable, friendly staff at ProFiduciary have consistently impressed me with their efficient, professional manner. I have enjoyed working with Thom in my representation of him as both an executor and a trustee in what have proved to be both complex and knotty matters. Always a pleasure!"

Lori M. Yocum, Attorney-At-Law, Anderson & Yocum, ACP

"We recommend Pro Fiduciary as they provide exceptional services as trustees for our trusts and special needs trusts.  Their industry expertise, collaborative approach, and commitment to serving the best interests of the beneficiaries make them a valuable member of the trust administration team."

Carol Battaglia, Attorney at Battaglia & DeKoning

"...Dan Lanahan and Shelley Eskildsen have been a real treat to work with over the years that I have known them. With their skills, experience and integrity, I can rely upon them to do a professional job."

James. H. Garrett, James H. Garrett Law Corporation

Request a Consultation

​If you are establishing a trust, locating an expert in estate administration, or are seeking a respected trustee for a will or a trust, ProFiduciary will solve any of your financial challenges and can be counted on to act as independent agents guiding you and the beneficiaries of your trust.

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