Marshall Fiduciary Services
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      Trust Administration




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      Conservatorship

       

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      Estate Administration

       



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      Expert Witness

      Court Appointed Referee

      Guardian Ad Litem

       


      Who Are We?



      We Are a Fiduciary, Here to Provide Unbiased Assistance



      Marshall Fiduciary Services is available to provide assistance to people who require or desire assistance with  or management of their affairs.

      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. In litigated matters, Russ Marshall may be appointed as a referee to sell real property or an expert witness or guardian ad litem.  Out-of-town relatives may hire MFS to assure supervision of their relative’s affairs.

      Marshall Fiduciary Services 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.


      External link opens in new tab or windowThe Story of Professional FiduciariesThe Story of Professional Fiduciaries



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       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 Marshall CV

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      Marshall Fiduciary Services Fee Schedule

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      Russell H. Marshall is the owner and operator of Marshall Fiduciary Services.  

      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. 

      Russ has been a real estate broker for 40 years.  He was the Manager of Estate Administration for Santa Clara County’s Public Administrator/Guardian/ Conservator for ten years.

      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."



      Russ Marshall's CV

      External link opens in new tab or windowProfessional Fiduciary Association of CAProfessional Fiduciary Association of CA

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      1190 S. Bascom Ave,. Suite 121, San Jose, CA  95128                               phone                     408-874-0999                                                      russ@marshallfiduciary.com                                                                        fax                           669-309-0070



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