Millennium Trust Co

Professional Fiduciary Service, located in Lake Forest, CA, offers a range of fiduciary solutions tailored to meet the needs of clients seeking assistance with estate planning and management. Their services include managing investments, dealing with creditors, legal coordination, and acting as trustees for special needs trusts and life insurance trusts. The firm provides both court-supervised and privately engaged solutions, ensuring a thorough review of estate planning documents and proposed court filings to confirm compatibility with clients' needs. This commitment to advocacy and comprehensive support positions them as a reliable resource for individuals and families navigating complex financial and legal decisions. Generated from the website

We begin by listening to you, learning about your life and working with you to understand your priorities. Your U.S. Trust® advisor and your team of specialists then build a wealth plan specifically for you — aligning with your personal values and family goals. Together, we develop personalized solutions that address the dimensions of your worth today and the legacy you’re building for future generations