Peace of mind through personalized care

At Marin Fiduciary Services, our mission is to walk alongside you and your family through life's most difficult transitions.

We know that planning for the future, caring for a loved one, or settling an estate can feel overwhelming. We are here to help you.

We provide trusted, person-centered fiduciary services rooted in compassion. Every decision we make is guided by one question: what would truly serve you and your family, now and in the years to come?

James Baigrie, CLPF, NCG

California Licensed Professional Fiduciary #1636 National Certified Guardian #16167

Frequently Asked Questions

  • A California Licensed Professional Fiduciary (CLPF) is a state-licensed professional entrusted to manage the financial, personal and medical affairs of another person. We are your advocate, always acting in your best interest. Licensed by the Professional Fiduciaries Bureau, we are held to the highest ethical and professional standards.

  • Life doesn’t pause for grief, illness or aging. Decisions need to be made, often at the worst possible time. This responsibility shouldn't fall on family alone. A professional fiduciary is your neutral, expert advocate: managing finances, healthcare decisions, or an estate with total objectivity. No family tension. No conflicts of interest. Just trained, accountable, dedicated care.

  • Getting started is simple. Reach out through my contact form or schedule a call. I’ll walk you through the next steps and answer any questions along the way.

  • I offer a range of solutions designed to meet your needs:

    Trustee Services, Advance Healthcare Directive Agent Services, Powers of Attorney Representation, and Financial and Healthcare Support Services.

  • We offer flexible pricing based on project type and complexity. Please see my Fee Schedule here.

  • I combine a thoughtful, human-centered approach with clear communication. It’s not just what I do, it’s how I do it that sets me apart. I keep my caseload small to ensure that you receive my full attention. Compassion is at the heart of my practice.

Let me know how I can help