Licensed Fiduciary, Trustee, Successor Trustee, and Power of Attorney Explained

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What is a Fiduciary?
About Brett Perkins
About Sharmane Estolano
Fee Schedule
Contact Us
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About Brett Perkins

BP Fiduciary

Brett Perkins

 

Brett enjoyed many years in the finance industry but it was his experiences helping family members that inspired him to become a professional fiduciary. 


From advocating for proper elder healthcare to understanding and settling trusts, it became apparent that the complexities involved required experience and a special skill set. It also required a personal involvement that is difficult to find outside of family.


As a licensed professional fiduciary, Brett now dedicates his career to being that person who can be relied upon to help with these matters. By law, his job is to act in the best interests of his clients and to treat each case with dedication and integrity.


Brett has lived in the Chula Vista area most of his life. He currently resides in Bonita with his wife, Colleen, and their dog, Maple.


If you have a question, give him a call. It costs nothing to discuss and it may end up saving you hours of frustration and confusion.

California Licensed Fiduciary | Trust Administration | Power of Attorney

Lipscomb University | Nashville, TN

Licenses

California Licensed Professional Fiduciary

DCA License #1455

Licensed Fiduciary

National Certified Guardian

Certification #15482

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