Welcome to Fowler Fiduciary Services

FOWLER FIDUCIARY SERVICES PROVIDES PROFESSIONAL MANAGEMENT OF ESTATES, TRUSTS AND FINANCIAL MATTERS

Fowler Fiduciary serves individuals and families who need a trusted, neutral, and highly qualified professional to step into roles that carry significant legal and personal responsibility.

Schedule a Free Consultation

Melinda Fowler, Founder & Professional Licensed California Fiduciary

A professional woman with curly brown hair, wearing a dark blazer, white top, and pearl earrings, smiling against a gray background.

Licensed Professional Fiduciary License

California Realtor DRE 02044502

Fowler Fiduciary Services is a California Licensed Professional Fiduciary practice dedicated to protecting, advocating for, and serving the most vulnerable members of our community. We provide the highest standards of professional, ethical, and compassionate fiduciary care, guiding individuals and families through life's most important transitions with integrity, discretion, and unwavering commitment to those we serve.

Our Services

  • Estate Administration & Probate

  • Trust Administration

  • Special Needs Trust

  • Conservatorship

  • Power of Attorney

  • Real Estate Management

Learn more

Frequently Asked Questions

Choosing a fiduciary is a significant and often unfamiliar decision. Below are answers to the questions clients and families ask me most often. If you don't see your question here, please reach out. I'm always happy to talk through your situation, with no obligation.

  • A professional licensed fiduciary is an individual who has been formally licensed by the state to manage another person's financial, legal, personal, or healthcare affairs.

  • Choosing a professional fiduciary is, at its core, a decision about trust, expertise, and peace of mind — three things that are difficult to find together when you or a loved one are facing major life transitions, complex finances, or sensitive family situations.

  • California professional fiduciaries are licensed and regulated by the California Professional Fiduciaries Bureau, a division of the Department of Consumer Affairs. The Bureau was established by the Professional Fiduciaries Act of 2006 specifically to ensure that those who serve in fiduciary roles meet rigorous, statewide standards of competence, ethics, and accountability.

  • Most clients reach out when they are facing one of three situations: planning ahead and looking for a trusted successor for their trust, power of attorney, or healthcare decisions; navigating the loss of a loved one and needing help administering an estate or trust; or caring for an aging parent, a family member with a disability, or someone whose ability to manage their affairs is declining. Many also come to me when family dynamics make a neutral, professional third party the wiser choice.

  • An attorney drafts and interprets legal documents. A financial advisor manages investments. A fiduciary carries out the responsibilities those documents and accounts create — paying bills, managing property, distributing assets, working with healthcare providers, filing court accountings, and making the day-to-day decisions necessary to honor a client's wishes. I work alongside attorneys, accountants, and advisors as part of a coordinated team.

  • No. Your existing attorney, CPA, and financial advisor remain your trusted partners. I coordinate with them, communicate clearly, and ensure that everyone has the information they need to do their best work on your behalf.

  • Because every client's situation is different, fees at Fowler Fiduciary Services are tailored to the specific scope and complexity of each engagement.

Home
Book a free consultation