Serving Los Angeles County, Orange County, and surrounding areas since 2013.
Grace Fiduciary provides licensed and bondable private professional fiduciary services. Nominations are made privately during estate planning, or under probate court appointment. Fiduciary roles include Trust and Estate Administration, Successor Trustee appointments, Trustee for Sub-Trusts and Special Needs Trusts, Conservator of Estate, and Personal Representative as Power of Attorney.
Our goal is to safeguard and enhance the quality of life for our clients and their loved ones as they gracefully manage life’s financial and personal care transitions. With Grace Fiduciary, you will receive a dedicated continuation of service. Each client relationship is cared for personally, with loyalty, prudence, and discretion. We honor our client’s needs and wishes, and are fair and impartial while respecting the family and beneficiary dynamics.
Selecting a private professional fiduciary is an important decision, and our state is fortunate to have many reliable and trustworthy licensed fiduciaries to choose from. I welcome your call and look forward to the opportunity of discussing your individual needs.
Sincerely,
Margo A. Lynch
California Licensed Professional Fiduciary, CLPF #686
Please contact us at 310.529.7800 to discuss your specific needs.
Grace Fiduciary Services 