San Pedro Fiduciary Services

The fiduciary services provided by San Pedro Fiduciary Services, LLC include management of monthly income and paying of bills in a timely manner. We aim to keep finances in order! If clients already work with a financial advisor/planner, fiduciary services do not replace the investment advice received from your advisor.

Our Services

Trustee or Successor Trustee

Do you have a Trust? Not sure who to name as a Successor Trustee? Consider San Pedro Fiduciary Services, LLC among your choices. We can efficiently manage assets on your behalf and strictly follow your wishes regarding distribution of assets.

Personal Representative

Conservatorship

Agent in Financial Power of Attorney

About Our Company

We provide professional oversight to the finances of our clients. 

 Our areas of service are as follows: 
 
– Trustee or Successor Trustee 
–Personal Representative
– Conservator 
– Agent in Financial Power of Attorney
Our Team: 
 
Paul W. Melo
Licensed Fiduciary
License # 20760

Contact Us Today!