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Reliant  Fiduciary Services, Inc.

Serving Southern California

  • Trust & Estate Administration

  • Special Needs Trust Administration

  • Power of Attorney

Headshot of Brad Baxter

Reliant Practice Areas

elderly couple portrait

Trust & Estate Administration

You: An outside professional fiduciary is needed to act as trustee for you and for your beneficiaries.

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Reliant: We assemble a team of professionals to ensure your estate is well-managed for your benefit and for those you intend to help in the future.

young family portait

Special Needs Trust Administration

You: Your family member has special needs requiring a professional to guard assets and maintain public benefits.

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Reliant: We carefully administer special needs trusts to ensure resources are available for your loved one's needs.

happy elderly gentlemen sitting in a field

Power of Attorney

You: In this season of life, all the "administrivia" has become too much. It's sapping your joy.

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Reliant: We act on your behalf with POA, handling a little or a lot.

Reliant Affiliations

Professional Fiduciary Association of California logo
National Guardianship Association logo
United States Marine Corps emblem

Contact Us

Reliant Fiduciary Services, Inc.
949-546-6788
info@reliantfiduciary.com

Orange County, CA

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