Who Are We?
We Are a Fiduciary, Here to Provide Unbiased Assistance
As a substitute decision-maker, Russell Marshall, co-owner of MFS, may be personally appointed as a trustee of a trust; as administrator of a Probate Estate; as conservator of the person and/or estate; or as an expert witness or guardian ad litem. Out-of-town relatives may hire MFS to assure supervision of their relative’s affairs.
MFS provides a full range of asset management services as part of the substitute decision-making services or separately for those who are able to make their own decisions, but who require professional assistance.
Why Choose Our Team
Trustworthy People, Experience That Shines
Our team is proud to be made up of experienced staff. Together with that experience, our team has built a solid reputation of excellence in their quality of service, from their expert insights to their deep care for their clients. Our team is the ideal blend of people brimming with the knowledge and insight that you need.
Russ is a California Licensed Professional Fiduciary #196. Professional Fiduciaries are regulated by the State of California Department of Consumer Affairs, Professional Fiduciaries Bureau, www.fiduciary.ca.gov.
Russ is certified as a National Master Guardian by the Center for Guardianship Certification. He has served as President of the State Association of Public Administrators, Guardians, and Conservators. He also served as President of the Professional Fiduciary Association of California. He is a past Member of the Estate Planning, Trust and Probate Advisory Commission to the State Bar and Public Member of the Mental Health and Probate Committee of the Judicial Council.
According to the San Jose Mercury News "Marshall is an industry leader. A former manager of estate administration in the county Public Guardian’s Office, he helped craft statewide probate reforms....one of Silicon Valley’s premier estate and elder-care managers."
According to the San Jose Mercury News "Marshall is an industry leader. A former manager of estate administration in the county Public Guardian’s Office, he helped craft statewide probate reforms....one of Silicon Valley’s premier estate and elder-care managers."