Claridge Fiduciary Services, LLC is a professional fiduciary firm providing trust administration, estate settlement, and conservator services to families and individuals in Oregon, Washington, and California.
Claridge Fiduciary Services, LLC delivers the professional guidance our clients need. Serving as trustee, executor, conservator, or personal representative we provide unbiased expertise while performing the legal obligations necessary to ensure our clients’ wishes are followed precisely. We are professional and respectful, and help by:
Darrell’s distinguished career in financial services spans over 30 years, with a strong focus on wealth management, estate planning, and fiduciary services for U.S. Bank, Wells Fargo, Bank of America, and City National Bank. His unique background and experience means he has the ability to understand the challenging world of finance from multiple angles, making him an ideal partner for your fiduciary needs.
As your Trustee, we are responsible for the administration of your trust. We collect and manage all the assets in the trust, pay bills and taxes, and distribute what remains to the beneficiaries exactly as the trust specifies.
Our job is to be fair to everyone involved – we treat all beneficiaries equally and always put their best interests first. We act as a neutral unbiased party working to ensure everything goes smoothly and everyone is treated fairly.
As your court-appointed Executor or Personal Representative, we’re here to handle the probate process with care and expertise. Think of probate as the legal journey that happens after someone passes away. It’s how we make sure their final wishes are respected, bills are paid, and their estate is distributed to the right people or charitable organizations.
We’ll work closely with the probate court to handle all the details, from managing the estate to distributing assets to loved ones. Our goal is to make this complex process as smooth and stress-free as possible for your family.
We offer consulting services to meet a variety of our clients’ needs, drawing on our unique background and expertise. Whether you need advice on growing and protecting your assets or planning for the future, we’ll work closely with you to provide tailored solutions to help you reach your goals.
In its simplest terms, after a Trustee has accepted their appointment, they must marshal the assets of the trust, pay off any and all liabilities and distribute the assets according to the terms of the trust document.
In reality, anyone who has ever settled an estate or administered a trust for someone else can tell you that it is a lot of work and very time-consuming.
An executor or Personal Representative is a person or institution named in a will to carry out the wishes of the deceased and settle their estate. An executor can also be appointed by the Probate Court as the administrator of a decedent’s estate.
The role of executor can be time-intensive and carries a great deal of responsibility. Executors are personally liable for their actions and can face financial or legal consequences if they perform their duties incorrectly
The executor’s primary responsibility is to ensure that the estate is administered and distributed according to the terms of the will and in compliance with applicable laws.
The executor’s duties include:
Guardianship responsibilities typically fall into two categories:
Types of Power of Attorney:
Responsibilities of the Agent:
Scope and Limitations:
The Agent must act in good faith and avoid conflicts of interest. An Agent under a POA plays a crucial role in ensuring the Principal’s affairs are handled responsibly, particularly in times of incapacity or unavailability.
Darrell’s distinguished career in financial services spans over 30 years, with a strong focus on wealth management, estate planning, and fiduciary services. Darrell holds a Certified Financial Planning® (CFP®) designation, demonstrating his commitment to excellence in financial planning. This prestigious certification equips Darrell with comprehensive knowledge in areas such as investments, retirement planning, insurance, and estate planning.
Throughout his career, Darrell has applied his expertise at renowned institutions including U.S. Bank, Wells Fargo, Bank of America, and City National Bank. In these roles, he specialized in providing tailored financial solutions for the banks’ most valued clients, leveraging his deep understanding of complex financial matters and fiduciary responsibilities.
Darrell’s also been actively involved in several professional organizations, including serving as the past President of the Tri-Valley Estate Planning Council and the Estate Planning Council of Diablo Valley. Currently, he’s a member of the Estate Planning Council of Portland, the National Guardianship Association, and the Guardian/Conservator Association of Oregon.
Darrell’s unique background and extensive experience equip him to approach the complex world of trust and estate administration from multiple perspectives, making him an excellent choice for your fiduciary needs. In addition to his financial expertise, he is unwavering in his fiduciary commitments, ensuring the estate and its beneficiaries are served with transparency and timely results.
In his personal time, Darrell enjoys cooking, sailing on San Francisco Bay, hiking in the Pacific Northwest and spending time with his wife, Lisa and their two children Emily and Charlie.