Keeping You Financially Secure

One of the biggest concerns when it comes to establishing a special needs trust is who will have the legal responsibility to act on the concerned party’s behalf. However, when you name a professional fiduciary, you can rest assured knowing a person who is legally bound to serve your best interests is on your side. At Elite Fiduciary Group, we are here for you. 

Your Trusted Lifelong Partner

Elite Fiduciary Group provides special needs trust administration services in California. We help individuals of all ages living with special needs ensure that they have the financial security and support they need throughout their lifetime. 

Leveraging our wealth of knowledge and experience, we help our clients align with the objectives they have for their loved ones.

Strategic Solutions, Tailored To Your Needs

Our private fiduciaries do not just hold the legal rights to the assets and benefits held in your special needs trust. We strategically make long-term plans to ensure that the financial resources, properties and assets in the trust support the beneficiary while keeping taxes in mind.

We also ensure that we never compromise their eligibility to access public benefits. As a result, you will have the financial resources you need to cover all disability expenses, medical care costs and balance your diminished lifetime earnings.

Ready To Get Started?

Our special needs fiduciaries are ready to help you manage your trust and ensure that your beneficiaries will be well taken care of. Let’s get started.