Echo Fiduciary Services

Professional Conservatorship & Special Needs Trust Services in California

Conservatorships of the Estate and/or Person

Reliable Special Needs Trust Management

Compassionate Client Advocacy Always

Photo of a professional meeting with a client in a bright office
Photo of a professional meeting with a client in a bright office
Close-up of hands signing legal documents with a pen
Close-up of hands signing legal documents with a pen
Photo of a young lady with special needs playing a guitar outside
Photo of a young lady with special needs playing a guitar outside

Core Services

  • Conservatorship of the Person – Ensuring health, safety, housing, and daily care

  • Conservatorship of the Estate – Managing income, bills, benefits, and assets

  • Special Needs Trust Administration – Preserving public benefits while enhancing quality of life

  • Successor Trustee Services – Long-term trust oversight when families cannot serve or prefer neutral party management

CLPF #1612, NCG #16320

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