Earning Your Trust Every Day

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.

Latest Blog: Why Families Fight Over Personal Property in Estate Administration

Our Services

We provide responsible financial management delivered with compassion and integrity, ensuring dignity, peace of mind, and financial security for our clients.

Trust Administration

Probate Estate Settlement

Consulting Services

Financial Management in
Cases of Incapacity

Asset and Investment
Management Fiduciary Oversight

The Challenges of Managing Someone Else’s Estate or Financial Affairs

We all live busy lives. Finding extra time to serve as a trustee, executor, or conservator can be overwhelming. Managing or winding up a loved one’s affairs can be time-consuming, emotionally draining and potentially full of personal financial risk.

Putting the Needs of Others First

As a legal representative, you’ll have to put the needs of others before your own for an extended period of time. You will also be required to navigate tasks and responsibilities that include:

Inventorying and marshaling all assets
Seeking and obtaining advice on tax, legal and financial matters
Understanding your fiduciary duties and how to perform certain tasks
Assuming personal liability for every decision
Dealing with emotional strain from handling family demands and complaints

Comprehensive Support for Your Fiduciary Needs

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:

Handling all financial administration
Securing and managing all assets, including real estate and financial & personal assets
Providing transparency through consistent communication with beneficiaries
Maintaining and coordinating communication with client’s other professional advisors

Additional Resources

Choosing a fiduciary is an important decision. The following sites provide valuable insights into the qualifications and responsibilities of a fiduciary. They offer information to help ensure that you select someone who aligns with your needs and values while protecting your interests.