Marshall Fiduciary Services
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Trust Administration


Professional Trust Administration with over 30 years of experience.  We provide knowledgeable and experienced trust administration for all kinds of trusts, with a specialization in Special Needs Trusts.

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Estate Administration


Probate Estate Administration with careful attention to details, we handle all aspects of the estate administration from inventory of all assets, liquidation of the estate, creditor's claims, taxes, accounting and distribution.







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Conservatorship

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Expert Witness

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Court Appointed Referee

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Everything You Need, In One Place


  • Comprehensive cash flow and budgeting advice
  • Risk and insurance management options
  • Multi-generational wealth management
  • Gifting strategies and charitable giving options
  • College savings funds
  • Retirement savings
  • Income-tax planning
  • Estate planning

Schedule a comprehensive, complimentary financial review today.



CONTACT USCONTACT US


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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