The County of MarinPaladin Fiduciary Services
Booth506
Paladin Professional Fiduciary
Planning your estate means more than protecting assets — it means choosing the right person to carry out your wishes when you no longer can. That decision shouldn't fall on a family member already grieving or overwhelmed.
Paladin is a licensed California Professional Fiduciary, certified by the Department of Consumer Affairs and held to the highest ethical standards. We serve as a neutral, expert partner for individuals and families who want peace of mind — without the burden placed on loved ones.
We serve in four key roles:
Successor Trustee — Managing and distributing trust assets with full legal compliance and transparent accounting.
Executor of the Will — Guiding your estate through the probate process, handling creditors, taxes, and final distributions.
Durable Power of Attorney (Finances) — Paying bills, managing investments, and protecting assets if you become incapacitated.
Healthcare Power of Attorney — Advocating for your medical wishes, coordinating care, and ensuring your dignity is honored.
Whether your estate is simple or complex, Paladin brings professionalism, objectivity, and compassion to every case. We're not just a backup plan — we're the right plan.
Stop by to learn how a professional fiduciary can complete your estate planning with confidence.
