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Popular pages
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Our Services | Coast Fiduciary Services
Why chose a PPF over a family member or friend? Clients chose us over a family member or friend to act as their fiduciary, as we are a neutral third party. As members of The Professional Fiduciary As...
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Fee Schedule | Coast Fiduciary Services
Effective March 1, 2023 $245.00 per hour for professional fiduciary services for Patricia Keefer, President, Coast Fiduciary Services, Inc. $220.00 per hour for professional fiduciary services for Tif...
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Resources | Coast Fiduciary Services
Here are links to trusted organizations for additional information about fiduciaries. Department of Consumer Affairs Professional Fiduciaries Bureau Professional Fiduciary Association of California Na...
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Code of Conduct | Coast Fiduciary Services
Coast Fiduciary Services' fiduciaries are licensed by the California Professional Fiduciaries Bureau, and as such, abide by a strict Code of Conduct. The Professional Fiduciaries Bureau was created by...
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Accessibility Statement | Coast Fiduciary Services
General Coast Fiduciary Services strives to ensure that its services are accessible to people with disabilities. Coast Fiduciary Services has invested a significant amount of resources to help ensure ...
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Meet the Team | Coast Fiduciary Services
Principal of Coast Fiduciary Services A California Licensed Professional Fiduciary (CLPF), license #146, and a National Certified Guardian (NCG), Ms. Keefer holds a Bachelor of Arts degree from Univer...