Miriam R.
10/8/2020
Alan advised us at a time of Covid19 uncertainty. He answered a question about the deed to our house that allowed me to see some serious mistakes that we made and we understood we needed to hire a...
Fiduciary Alan Statman - Trust Matters
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4096 Piedmont Ave
Oakland, CA 94611
Trust Matters is a highly reputable trust management firm based in Oakland, CA, led by Alan Statman, a California Licensed Professional Fiduciary with extensive experience in business, finance, and administration. With a strong focus on preserving client values and needs, Trust Matters offers personalized and prompt attention to each case, earning the trust and appreciation of clients and referral sources throughout Alameda and Contra Costa Counties.
Supported by a capable team and leveraging the expertise of outside professionals, Trust Matters excels in handling complex situations, providing exceptional fiduciary services. Alan Statman's legal education and 30 years of experience make him a distinguished figure in the field, ensuring that clients receive top-notch trust management services tailored to their specific requirements.
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Reviews
4.59 reviewsJulie B.
1/5/2023
Allan Statman, President of TRUST MATTERS is the most professional, comprehensive and KIND person you could find with regards to ESTATE matters. He handled an estate that my husband and I were...
Judy B.
3/24/2022
Don't bother with this company if you are looking for a trustworthy fiduciary. Maybe they are busy but that is no excuse for setting up an appointment and then not following through. This is the...
Wolfram A.
9/5/2021
Alan helped me tremendously in navigating the challenges that can come between family members when one adult child manages the money and others do not. I'm the realm of elder care, he helped me...
Christiann D.
11/25/2020
Alan Statman is a man of integrity, kind, professional, caring and available, even on his busy schedule he makes time! We couldn't have asked for a better Fiduciary to process my parents estate....
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