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Paige Fiduciary Services
- Legal
- San Jose, CA
About this business
I am not yet licensed, but very close. I am offering services hands-on with clients at very reasonable prices only until I receive my licensing. Call to get more information!
Location details
2059 Camden Ave #344, San Jose, CA, 95124, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We are onboard with ********* "******" ********* of Paige Fudiciary Services, as a "future client". Based on ******** experience, expertise, note-taking, technology, and friendly client engagement, we are confident that she will lead and manage our legal and financial affairs when needed. We strongly recommend a professional Fiduciary in the role of successor Trustee and Executor (instead of an adult child, other family member, friend or co-worker) - and highly recommend Paige Fudiciary Services.
Business response:
Thank you so much for your kind words and for taking the time to leave a review! I appreciate your trust in Paige Fiduciary. I thank you for engaging in our intake process and am grateful for your pre-planning which always makes the process easier. It is always an honor to serve when our clients are in need. ******
I live in Kansas and my brother lived in California. It was during Covid and we weren't able to make the trip out to Cali to visit my brother after his accident. He was terminal and he needed a fiduciary to take care of all of his business matters. He contacted Stevie Slaughter of Paige Fiduciary Services for his fiduciary needs. She contacted me and kept me updated on everything she was doing for my brother Dale. We have been doing this process for 3 years and she has kept me in the know the whole time. I totally trusted St... read more
Paige fiduciary provides exceptional fiduciary services marked by unwavering integrity, setting a gold standard in the industry. They prioritize the client's best interests, exhibit meticulous attention to detail, maintain transparent communication, and stay updated with industry trends. In summary, ****** is a trustworthy person who places clients at the forefront, ensuring their financial well-being with utmost professionalism and integrity.
Stevie is terrific. She does a great job of connecting with her clients and is a friendly, compassionate ************* She was able to help us in just the ways we needed. We highly recommend her.
I cannot thank Stevie enough for the invaluable advice and direction she has given me with respect to my mom's estate. My mother is very stubborn and decided that she wanted to handle all of her affairs since she would never be in a situation where she would not be able to do so. Fast forward a few years and she has been declared incapacitated by multiple doctors. Since she could handle everything herself, I was left with an almost impossible task of trying to organize her estate and prevent her house from going into foreclo... read more
Business response:
Kevin, Thank you for your very kind review. I know you have been through so much handling your mother's affairs. You have done an amazing job. YOU are very resourceful and it's been a pleasure working with you. I hope you are able to find some peace now and focus on your mom's care. I'm always here.
Frequently asked questions about Paige Fiduciary Services
How is Paige Fiduciary Services rated?
Paige Fiduciary Services has a 5 star rating with 13 reviews.
When is Paige Fiduciary Services open?
Paige Fiduciary Services is closed now. It will open on Monday at 9:00 a.m.
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