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Trout & Associates

Professional Fiduciary Services

 

Dedicated to maximizing the independence of your life.

What is a Professional Fiduciary?

A Professional Fiduciary is a person you entrust with your property and finances who is expected to act in the best interest of the client when holding, investing or otherwise managing that person's affairs.

Headquartered in San Luis Obispo, Trout & Associates represents clients through out the Central Coast of California. Our organization specializes in all fiduciary matters, from financial management to client advocacy. Whether you’re a constant traveler or a concerned family member, we will not only protect your assets, but we’ll also help you or your loved one thrive in the world. We bring extensive experience and professionalism to every case and customize our support to your individual needs and concerns.

Trout & Associates has been helping individuals for over a decade. Debra Trout was the first licensed Professional Fiduciary in San Luis Obispo County, CA.  We’re guided by extensive experience to give exceptional advice and life management that will last for years to come.

Get in touch with us to set up a consultation to inquire whether our services are right for you or someone you know.

 

Contact

➤ LOCATION

890 Osos Street, Suite A
San Luis Obispo, CA 93401

☎ CONTACT

info@troutandassociates.com
(805) 547-1288

 

Areas of Service


Power of Attorney

Trout & Associates will manage your financial affairs when you don't want to or are no longer able to.


Executor/administrator of estate

Trust us to carry out the wishes and necessary arrangements after the death of a loved one.


Conservatorship

In conjunction with the State of California, we represent individuals that are unable to make decisions on their own.


representative Payee

Trout & Associates can assume the role of Representative Payee for Social Security and Veterans Affairs benefits.  We are trained and experienced to navigate these state systems so you don't have to.


Trustee

We coordinate and manage your trust property, investments, real estate and liquid assets.


trustee for Special Needs Trust

Special Needs Trusts can be complicated. We are knowledgeable in organizing the assets for a special needs individual.