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Welcome to

Metta

Fiduciary Services

Metta Fiduciary Services (Metta FS) exists to help people feel safe, supported, and cared for when life becomes overwhelming. When someone is no longer able to manage their personal or financial affairs on their own, we step in as a steady, trusted presence—serving as trustee, conservator, or agent with compassion and respect. We take the time to listen, to understand, and to act thoughtfully, knowing that every decision carries real impact. Guided by dignity, empathy, and accountability—and backed by professional oversight and strong ethical standards—our work is rooted in care. At its heart, this is people-first work, and we honor that responsibility every day.

ABOUT US

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Our Expertise

You don’t have to navigate this alone.

Metta FS is here to help people feel safe, supported, and cared for when life becomes overwhelming. When someone is no longer able to manage their personal or financial affairs on their own, we step in as a steady, trusted presence—serving as trustee, conservator, or agent with compassion and respect.

This work often begins during moments of uncertainty or transition. Families come to us not just for expertise, but for reassurance—someone who will listen carefully, act thoughtfully, and honor what truly matters. We take that responsibility seriously.

Every decision we make is guided by dignity, empathy, and accountability. We believe fiduciary work is not just about managing details; it’s about protecting people. That means slowing down when needed, communicating clearly, and making choices rooted in care and integrity.

Metta FS is a California-licensed professional fiduciary service, operating under strict ethical standards and professional oversight. But beyond credentials, our approach is deeply human. We work closely with clients and their loved ones to understand values, wishes, and concerns—so decisions are made with intention and respect.

At the heart of what we do is  commitment, care for and the well being of the people we serve. We are honored to walk alongside individuals and families during vulnerable moments, offering steadiness, clarity, and peace of mind—one thoughtful step at a time.

SERVICES

Personal Care

  • Oversee housing

  • Medical care

  • Nutrition

  • Power of Attorney for Healthcare

  • Overall well-being

Financial Management

  • Handling bill paying

  • Budgeting

  • Oversee investment

  • Estate management and distrabution

  • Power of Attorney for Finance

Legal Capacities

  • Trust Administration

  • ​Estate Administration

  • Special Needs Trust Administration

  • Estate Executor

  • Conservatorship of the Estate​

  • Conservatorship of the Person

  • Power of Attorney for Finance

  • Power of Attorney for Healthcare

  • ​Personal Representative

Why Hire A Professional Fiduciary?

  • Trusted Professional

  • Lack of Family/Friends

  • Complex Needs

  • Neutrality

PHILOSOPHY

Why Choose Metta FS

At Metta FS, our philosophy is simple: people come first. We believe fiduciary work isn’t just about managing finances or legal responsibilities—it’s about caring for human beings during moments of vulnerability, transition, and change.

We approach every client relationship with empathy, patience, and deep respect for personal dignity. That means listening before acting, honoring each individual’s wishes, and making decisions with both ethical rigor and human compassion. We believe trust is earned through consistency, transparency, and showing up—day after day, decision after decision.

Our work is guided by strong moral values, professional accountability, and the understanding that behind every document and decision is a real person who deserves to feel safe and supported. At Metta FS, we don’t rush, cut corners, or treat people like cases. We walk alongside our clients with care, clarity, and steady presence—because this responsibility matters.

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Transparent Fees

All services rendered by the Professional Fiduciary shall be billed at the established hourly rate, except as otherwise required or permitted under applicable California law or regulation.

 

  • ​Fiduciary: $200 per hour

  • Support Staff: $115 per hour

  • Court appearance: $200 per hour

  • Real Property sales are 1% of Net Sale amount

 

​Compensation for ordinary services of the personal representative for Probate Administration shall be based on the value of the estate accounted for by the personal representative, and shall be computed as follows:

  • 4% on the first $100,000

  • 3% on the next $100,000

  • 2% on the next $800,000

  • 1% on the next $9,000,0000

  • .5% on the next $15,000,000

  • Court discretion after $25,000,000​​

 

**In addition to statutory compensation for ordinary services pursuant to Probate Code section 10800, the Professional Fiduciary may request compensation for extraordinary services pursuant to Probate Code section 10801. Extraordinary services shall be billed at the Professional Fiduciary’s established hourly rate of $200 per hour, unless otherwise ordered by the Court. All compensation for extraordinary services is subject to prior application to, and approval by, the Court, and shall be allowed only in an amount the Court determines to be reasonable based upon the nature, extent, and value of the services rendered.

CONTACT

Get in Touch Today

Have questions or need assistance? Reach out to us, and let's start a conversation about how we can support you or your loved ones.

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