Welcome
When responsibility feels overwhelming and emotions run high, Shangri-La Fiduciary provides trusted professional fiduciary services in Ventura County and Ojai. We support families, beneficiaries, and advisors through complex trust, estate, and care-related matters with clarity, compassion, and impartial judgment.
As an experienced fiduciary, we manage financial, legal, medical, and personal affairs in accordance with your wishes and California law—handling everything from trust administration and asset management to benefits oversight, tax coordination, and family communication. Our role is to protect legacies, reduce conflict, and help families move forward with confidence and peace of mind.
Services
Probate and Estate Administration
Streamlined probate and estate management.
Assets arranged. Beneficiaries informed. Handled with care, efficiency, and full legal compliance every step of the way.
Trust Administration
Precise, trustworthy trust management.
Assets, advisors, and compliance handled carefully. Ensuring your trust operates smoothly and your wishes are fully honored.
Conservatorships
Streamlined probate and estate management.
Assets organized. Beneficiaries kept informed. Protecting your interests with careful oversight and clear guidance throughout the process.
Power of Attorney
for Financial Matters
Trusted fiduciary support to manage your finances with care—handling bills, banking, investments, and protecting your assets in your best interest.
Power of Attorney for
Health Care
Compassionate fiduciary support to ensure your medical wishes are honored, guiding health care decisions with clarity, advocacy, and your best interests at heart.
Advanced
Healthcare Directive
Document your medical preferences and end of life wishes, giving loved ones and providers the guidance to honor your decisions with confidence and respect.
Professional Fiduciary Services in Ventura County & Ojai
Trusted guidance for trust administration, asset management, care oversight, and family coordination—delivered with integrity, compassion, and clarity.
- Supervise medical care, insurance benefits, and disability benefits
- Provide record keeping and accounting services
- Coordinate a team of advisors as needed
- Assure that the appropriate California and Federal Income tax returns, including the estate/gift tax return, are filled out properly and filed on time.
- Treat beneficiaries impartially while respecting individual personalities
- Marshall all banks, brokerages and real estate properties in the trust name
- Mediate family disputes and long standing grudges
- Invest trust assets reasonably based on your wishes
- Divide the assets to marital/exemption trusts
- Communicate to your beneficiaries on a regular basis regardless of legal duties to do so
- Manage any and all creditors’ claims
- Organize and handle all mortuary and cemetery arrangements
- Manage real estate and rental properties
- Evaluate the emotional impact on the surviving spouse and aid them through their transition
- Assist in the evaluation of the personal and real properties
- Investigate and manage business, partnership and investment arrangements
