Fowler Fiduciary Services

ESTATE ASSET MANAGEMENT, FINANCIAL OVERSIGHT & ADMINISTRATION

Careful, organized management of an estate or trust, so your family can focus on what matters most.

How We Help

When someone cannot manage their own finances, or a loved one has passed away, the day-to-day work of an estate or trust can feel overwhelming. As a licensed professional fiduciary, Fowler Fiduciary Services takes on that responsibility with care, accountability, and clear communication.

Managing Estate Assets

Identifying, safeguarding, and managing property, accounts, and other assets, and collecting income and bank deposits as they come in.

Bill Payment & Disbursements

Collecting mail, paying routine bills on time, and processing disbursements, so nothing is missed or left unpaid.

Financial Reporting & Accountings

Keeping accurate records and preparing the reports and court accountings that families, beneficiaries, and attorneys rely on.

Property Oversight

Overseeing residential or rental property, including vendor coordination, rent collection, maintenance, and reporting.

Working With Your Team

Coordinating with attorneys, accountants, financial institutions, and care providers so everyone is working from the same information.

Clear Communication

Keeping family members informed and involved, with updates and explanations in plain language at each step.

Financial Oversight, Step by Step

Good oversight is organized and consistent. This is how the work generally unfolds.

  1. Understand the situationReview the legal documents, court orders, and your family’s goals so the work follows the right instructions.
  2. Take inventory and secure assetsIdentify accounts, property, income, and obligations, and put careful controls in place.
  3. Manage day to dayCollect income, pay bills, handle disbursements, and oversee property and vendors.
  4. Monitor and communicateTrack activity, watch for problems, and keep the family and professional team updated.
  5. Report and accountProvide detailed records and accountings to beneficiaries, attorneys, and the court when required.

Experience That Builds Trust

Handling someone else’s finances takes more than technical skill. It takes experience with people and with property, and an understanding of both.

25 Years

In Education

A career in education has shaped how we communicate: clearly, consistently, and with patience. Family members are kept involved and informed with each decision, and complicated financial and legal matters are explained in plain language.

10 Years

As a Licensed Real Estate Salesperson

Experience in real estate brings practical knowledge of property matters, including how homes and rental properties are valued, maintained, and managed. This is valuable when an estate includes real property that needs careful oversight.

Accountability & Peace of Mind

  • Licensed professional fiduciaryCalifornia Licensed Professional Fiduciary, License No. 16824.
  • Nationally certifiedNational Certified Guardian (NCG).
  • Fee-onlyCompensated only by transparent fees. See our fee schedule for details, and where required, fees are subject to court approval.
  • InsuredErrors and omissions insurance for added protection.
  • Professional membershipMember of the Professional Fiduciaries Association of California (PFAC).
  • Working alongside your attorneyWe are not a law office. We coordinate with your legal counsel, who continue to handle legal matters.

Let’s Talk About Your Situation

We offer a complimentary 30-minute consultation to understand your needs and explain how we can help.

Call (949) 615-1952 Send an Email

This page is for general information only and is not legal, tax, or financial advice. Services and fees depend on your situation, are subject to a written agreement, and, in court-supervised matters, are subject to court approval.

Solutions Engineered for Measurable Impact

We present a comprehensive suite designed to facilitate operational excellence and sustained growth.

Expertise Depth

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Evidence-Based Methods

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Scalable Solutions

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Transparent Governance

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Commercial Design

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Expertise Depth ✳︎ Evidence-Based Methods ✳︎ Scalable Solutions ✳︎ Transparent Governance ✳︎ Commercial Design ✳︎

2025

123 Demo Street New York, NY 12345

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