Services
California Licensed Professional Fiduciary Services for Families, Attorneys, and Courts
AI Fiduciary partners with attorneys, families, and courts to manage probate, trust, and conservatorship matters where real estate, beneficiaries, and compliance all intersect.
Fiduciary & Estates
- • Probate & trust administration
- • Conservatorship of estate
- • Beneficiary communication & reporting
- • Court-ready accountings & documentation
Stabilization & Receivership Support
- • Property stabilization & securement
- • Code-enforcement & city coordination
- • Health & safety / habitability issues
- • 30–90 day action plans
Real Estate Advisory
- • BPOs, CMAs, and value scenarios
- • Rehab planning & contractor oversight
- • Hold, rent, or sell recommendations
- • Support for court-supervised sales
Why Families & Attorneys Choose AI Fiduciary
• California Licensed Professional Fiduciary
• MBA & operational management background
• Organized documentation and communication systems
• Experience coordinating complex property and estate matters
• Real estate and valuation familiarity
• Technology-forward administrative workflows
• Local Northern California focus
• Professional, neutral, and transparent administration approach
Typical Matters
Cases often involve overlapping legal, financial, and property-related issues. AI Fiduciary focuses on:
- • Estates with multiple properties or long-deferred maintenance
- • Trusts or conservatorships where beneficiaries are in conflict
- • Code-enforcement and city compliance issues tied to real property
- • Situations where a neutral, accountable professional is needed
For Attorneys & Courts
- • Clear written plans with timelines and milestones
- • Regular reporting you can attach to filings
- • Documentation to support decisions and fee requests
- • Coordination with agents, contractors, and vendors
How Engagements Typically Work
- 1. Introductory Call. Brief overview of the matter, parties involved, and key deadlines or hearings.
- 2. Document & Property Review. Review existing pleadings, orders, notices, and property information.
- 3. Written Plan. Outline of recommended steps, estimated timelines, and coordination needs.
- 4. Ongoing Management. Execution of the plan with regular updates to counsel, beneficiaries, and the court as required.
- 5. Resolution & Reporting. As properties are sold, stabilized, or distributed, records and summaries are provided to support final accountings and closure.