Dragomir Fiduciary Services Incorporated is a privately held Silicon Valley based Professional Fiduciary Services Firm providing Trust & Estate Administration Services in addition to Fiduciary Accounting Services.

Capacities served by our Fiduciaries on behalf or our clients include but are not limited to:

  • Private Appointment as Trustee, Special Administrator, Executor, Corporate Officer, Agent, Attorney in Fact and Fiduciary Accountant
  • Court Appointment as Trustee, Special Administrator, Executor, Corporate Officer, Guardian Ad Litem, Conservator and Limited Conservator

Additional areas of knowledge & skill include but are not limited to:

  • Complex & Litigated Trust, Estate, Corporate Administration Services Including Negotiations & Settlements
  • Special Needs Trust Administration, Incapacitated Persons & Minors Compromise Settlements involving Personal Injury Litigation Matters
  • Assistance in Estate & Trust Administration Matters for non-professional & family member Fiduciaries as Agent
  • Ability to serve as Trustee or Other Fiduciary Capacity in Foreign or Out of State Jurisdictions as permitted under Local or International Law
  • Foreign Language ability that includes staff & fiduciaries fluent in Spanish and Romanian. Other languages that include Arabic, French and German are available via in house staff and other consultants as needed.
  • Preparation of Informal and Formal Fiduciary Court Accountings (subject to California Probate Code)
  • Historical Fiduciary Court Accountings subject to California Probate Code in Litigated and Contested Matters

Legal Disclaimer:

  • Dragomir Fiduciary Services Incorporated is not a law office and none of their firm's staff or members are Attorneys.  Consequently no information contained on this page or provided by anyone from this firm is to be used or acted upon as legal or tax advice
  • Furthermore most fiduciary capacities in which members of this firm are asked to serve in will require that an Attorney be retained to represent them.  Other professionals such as Certified Public Accountants, Geriatric Care Managers, Doctors, Caregivers, Nurses etc may need to be retained as needed for the client's benefit on a case by case basis

Further information can be obtained as follows:

Dragomir Fiduciary Services Inc.
Post Office Box 36166
San Jose CA 95158


Phone:    (408)  978 - 8101 
Fax:         (408)  978 - 8044