Estate & Asset Management

Expertise You Can Trust for Estate and Asset Management
At Yarbrough Professional Fiduciary Services, Heather A. Yarbrough, CLPF, provides personalized, expert fiduciary services to individuals, families, and business owners throughout California. With a focus on asset titling, retitling, and estate planning, Heather offers trusted guidance to ensure your assets are properly managed, aligned with your estate plans, and protected for future generations.

Our Services Include:

• Free 30-Minute Consultation with Heather A. Yarbrough, CLPF: Start with a no-cost consultation to assess your needs and get answers to questions about estate planning and asset management.

• Asset Titling & Retitling Assistance: Heather will ensure your assets are correctly titled in alignment with your estate plan, safeguarding your legacy.

• In-Depth Meetings with Heather A. Yarbrough, CLPF: In these detailed meetings, Heather will ensure that your assets are titled and managed according to the specific directions set by your legal team when establishing your trust. She will carefully review and confirm that all real estate, bank accounts, investments, and other assets are correctly structured to meet the provisions of your estate plan.

• Trust Administration & Estate Settlement: In addition to the above services, Heather offers fiduciary roles such as serving as Trustee, Trust Protector, Executor, or Attorney in Fact. If you require a trusted professional to administer a trust or settle an estate, Heather can provide these essential services, ensuring that your wishes are carried out with care and precision.

Why Choose Heather A. Yarbrough, CLPF?

• Trusted Expertise: With over 36 years of experience in the legal field, including coming up on 30 years specializing in trust and estate matters, Heather offers guidance informed by her deep understanding of legal processes and terminology. As a Certified Licensed Professional Fiduciary (CLPF), she provides reliable, practical support in navigating complex estate matters.

• Personalized Service: Heather recognizes that every family and individual has unique needs. She takes the time to listen and offers customized solutions designed to meet your specific goals and circumstances to assist in gathering information needed by your legal team to get your planning in place.

• Transparent Pricing: Heather offers her services at a clear hourly rate of $225, ensuring confidentiality, transparency and no unexpected charges.

• Convenient & Flexible: Heather offers flexible scheduling for consultations and meetings, available by phone or in person, to suit your busy schedule.

Whether you're planning for the future, managing a complex estate, or navigating a life transition, Heather A. Yarbrough, CLPF, offers the expert guidance you need to protect your assets and achieve your estate planning goals. 

Begin with a free consultation today and take the first step toward securing your peace of mind.