Expert Fiduciary and Estate Administration Services

OConnor Fiduciary Services, LLC provides professional administration for trusts, estates, and personal financial affairs. We ensure expert handling of sensitive responsibilities, offering support and clarity during significant life events.

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Our Services

Navigating the intricate landscape of financial, legal, and healthcare decisions for yourself, or loved ones requires experienced and trustworthy guidance. Our comprehensive suite of fiduciary and estate management services is designed to provide expert support through life's most significant transitions. Whether you require assistance with the ongoing administration of a living trust, the sensitive process of settling an estate through Successor Trustee administration, or probate administration, need a reliable partner to act as a representative payee, power of attorney, advance healthcare agent, or conservator, we are here to help. We also specialize in the complex administration of Special Needs Trusts. Our dedicated team handles these responsibilities with integrity and expertise, ensuring affairs are managed effectively, wishes are honored, and you gain invaluable peace of mind.

Explore Services

Jackie O’Connor, Owner and Principal Fiduciary at OConnor Fiduciary Services, LLC

Jackie is a financial services professional with over twenty five years of experience developing and maintaining long-term, trusting relationships in both the individual and institutional marketplaces with consistent excellence in client relationship management.

After working as a Successor Trustee several years ago for a close friend’s large, complex estate, it inspired her to refocus her career goals to become a professional fiduciary.

Qualifications and Education:

  • California Licensed Professional Fiduciary - PF 1480

  • National Certified Guardian (NGC) - #15483

  • Master of Science – Financial Planning, Golden Gate University – San Francisco, CA

  • Bachelor of Arts – Political Science, University of Massachusetts – Amherst, MA

  • Certificate in Professional Fiduciary Management for Trustees, California State University, Fullerton – Fullerton, CA

  • AIF® - Accredited Investment Fiduciary

  • Member of the Professional Fiduciary Association of California (PFAC)

  • Member of the National Guardianship Association (NGA)

  • 25+ years working in financial services

  • Regulated and monitored by the Professional Fiduciaries Bureau

  • Must meet annual education requirements for both California Professional Fiduciary and National Certified Guardian professional licenses and adhere to the Code of Ethics

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Contact Us

Interested in working together? Please reach out to:

Jackie@oconnorfiduciary.com

(415) 847-0071

We can’t wait to hear from you!