Imt Associates

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1850 San Leandro Blvd
San Leandro, CA 94577
+1 (510) 352-6000
http://www.imtassociates.com

IMT Associates is the longest-running full-service private professional fiduciary agency in Northern California, specializing in serving as Trustee, Conservator, and Case Manager for clients with special needs, including the mentally and physically disabled and the elderly. Established in 1985, the agency is a California Licensed Professional Fiduciary dedicated to providing comprehensive support for individuals and families facing complicated issues.

The team at IMT Associates comprises multidisciplinary professionals, including fiduciaries, marriage and family therapists, and accounting staff, all committed to maximizing financial resources for long-term stability. Their extensive experience encompasses roles such as Trustee, Executor, Conservator, Power of Attorney for both finance and healthcare, Guardian Ad Litem, and Case Manager.

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2.04 reviews
Stephen D.
5/22/2025

I am an attorney that serves persons with disabilities, and some of the most difficult families I serve are those that have loved ones with Mental Health diagnosis's. IMT has been a leader in...

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M K.
2/16/2024

I am so so happy :) to finally have the opportunity to review Meredith Taylor, owner, and IMT Associates. It gives me great pleasure to provide this information to you. CROOKS, plain and...

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Joe R.
11/20/2021

Do not use this company! What they did to my brother was down right despicable! If you allow this company to manage your loved one or property do not count on ether being done right. The web...

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Tom G.
4/10/2017

For those of you thinking about a fiduciary to Handle your heirs estate, I would do more investigative research...they appear to be pleasant but there might be underlying motives..I, e, milk you...

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