Napa Valley FiduciaryZachary C. Alexander · CLPF

California Licensed Professional Fiduciary

Trust administration with the care the work requires.

A small, independent practice helping families administer trusts and manage powers of attorney — serving Napa, Sonoma, Solano, and the broader Redwood Empire.

Practice
Trustee · Agent under POA · Conservator
Credentials
MBA · NCG · CLPF #1597
Direct line
(707) 941-4818

If you are looking for a fiduciary, you are probably navigating a difficult moment — a parent's death, an incapacity in the family, a trust that needs administering and no clear person to step in.

The role of a professional fiduciary is to take on that work with the same care, accountability, and continuity a trusted family member would, but with the training and impartiality some situations require.

What I do

A focused practice. Not everything — the things that matter.

Trust administration, financial agency, and conservatorship work for families who need a steady hand and the professionals who refer them.

01

Successor Trustee

Administration, accounting, and distributions for revocable and irrevocable trusts — coordinated with your existing attorney, CPA, and financial advisor.

02

Agent under POA

Financial management for clients who can no longer manage their own affairs, with the documentation and oversight institutional partners expect.

03

Conservator

Court-appointed conservator of the person, the estate, or both — for adults whose situation requires formal protection. NCG-credentialed.

04

Trust Accounting

Formal accountings prepared to the standards of the California Probate Code — ready for court review, beneficiary inspection, or successor handoff.

05

Professional Coordination

Working alongside attorneys, CPAs, and financial advisors so every part of the estate plan stays aligned. I keep the seams invisible to the client.

06

Real Property Oversight

Sale, refinance, or disposition of real property held in trust — with the vendor coordination, documentation, and reporting the work demands.

07

Fraud Protection

Ongoing senior financial-safety service — designated Trusted Contact, view-only account monitoring, written “call before you wire” agreement, recovery support. Details →

See full service descriptions →
For Financial Advisors & CPAs

Your client. Your relationship. Your AUM.

I commit not to move client assets.

When a client of a financial advisor or wealth manager ages into needing fiduciary services, the standard pattern is for the assets to migrate — to a bank trustee, to a fiduciary with their own custodian, or out of the advisory relationship altogether. That outcome is rarely what the client would have chosen.

When you refer a client to me, the AUM stays with you, the family relationship stays with you, and I administer the fiduciary side from where the assets already live. My fees come from the fiduciary work; yours stay where they always have.

A short reference for the FA · fiduciary handoff →

Zachary C. Alexander, CLPF About

A second career, built on the first.

Read the full background →

Zachary C. Alexander, MBA, NCG, CLPF #1597, is a California Licensed Professional Fiduciary based in Napa. He holds the National Certified Guardian credential from the Center for Guardianship Certification and an MBA.

Before establishing Napa Valley Fiduciary, he spent a year and a half working in-house under an established California fiduciary, gaining direct experience with trust administration, conservatorship matters, and the family dynamics this work asks you to hold steady inside.

He is also founder of Laurel Tree Prep Publishing, which publishes a study guide for the California Professional Fiduciary licensure exam — available at CAFiduciaryPrep.com.

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Sign up at napavalleyfiduciary.com/scam-watch →

Want to talk through a situation?

If you, a family member, or a client may need a fiduciary, I am happy to talk it through and tell you honestly whether I am the right fit. There is no charge for an initial conversation.

Get in touch