PROFESSIONAL Fiduciary Services

Based in the San Francisco Bay Area, we have been providing professional and reliable fiduciary services for the Elderly and Individuals with Special Needs.

CUSTOMIZED Solutions for Your Loved ones

Based in the San Francisco Bay Area, we have been providing professional and reliable fiduciary services for the Elderly and Individuals with Special Needs.

Gain Peace Of Mind Working with Us

Based in the San Francisco Bay Area, we have been providing professional and reliable fiduciary services for the Elderly and Individuals with Special Needs.

WELCOME TO White Plum of Freedom

YOUR TRUSTED Bay Area Fiduciary

Fee-Only Fiduciary Services

We are a fee-only fiduciary. We provide you advice and recommendations and help you run your everydy life. We work in all areas of financial, legal, and healthcare you might need.

Your Interests First. Period.

As a fee-only fiduciary, our goal is to understand you to help you develop a personalized plan that really suits you – without conflicts of interests.

For a Confident Management

The decisions and changes that come long could be overwhelming, and the financial resources to handle them cannot be replaced. We’re here to assist in making decisions and developing a plan that works for YOU.

Simplify Your Life

We believe that every day decisions are best made in the context of a thoughtfully considered plan. Financial, legal, and healthcare decision could be complex, but we’re here to make it simple for you. Get in touch with us today to simplify your or your loved one’s life.

Over 4 Years Reputation for Excellence

We have over four years of experience helping families with custom fiduciary solutions. We put our emphasis on helping our clients do what is in their best interest and our clients needs always come first.

UNDERSTAND

Our first goal is to understand you and your loved one's current situation, as well as your challenges in the present and future.

ESTABLISH

We'll work with you to develop a plan that fits the available resources and desired goals, as well as implementing a strategy.

Manage

We'll manage the process for your loved one and continuously monitor the plan to make sure it stays on course.

WHAT WE DO

Our SERVICES

We’re Dedicated to Providing Personalized And Customized Fidcuciary Services

Trust & Estate Management

Our personal fiduciary services provide an expert touch, offering custom tailored solutions to meet each individual's specific needs.

DURABLE POWER OF ATTORNEY

Overseeing financial decisions, evaluating estate plans and tax implications, monitoring investments and bank accounts.

PERSONAL FINANCE MANAGEMENT

Our fiduciary services with a supportive team of experts provide comprehensive and customized financial advice that is tailored to meet the individual needs of our clients.

HEALTHCARE MANAGEMENT

We provide comprehensive healthcare management, taking into account all relevant legislation, with a particular focus on maximizing the well-being of our clients.

PROBATE ADMINISTRATION

Our fiduciary team offers comprehensive probate services, ensuring that the estate is properly handled in accordance with state law.

CONSERVATOR & GUARDIAN

We provide the highest levels of trust, care, and oversight to meet the roles of a conservator or a guardians according to all relevant laws and regulations.

REQUEST A CONSULTATION

Meet Your PROFESSIONAL

Ramji Digumarthi

Professional Fiduciary

LET'S GET IN TOUCH

If you have any question regarding our services, we encourage you to schedule an appointment or phone consultation with one of our fiduciary services experts. We are pleased to offer all types of fiduciary services for your specific needs.

OUR ADDRESS

2625 Middlefield Rd. #462
Palo Alto, CA 94306

CALL US

+1 (650) 796-1039

EMAIL US

info@fiduciaryservicesbayarea.com