James Sullivan

Licensed Professional Fiduciary

ConservaTrust Fiduciary Services

[email protected]


Areas I Serve

Southern California and in some instances, worldwide


We serve by assisting clients; manage their household and business affairs when they either cannot, due to medical or other circumstances, or they wish to no longer be burdened so they may travel, or not feel the daily stresses of expense and mail management.

Licenses and Certification

CA Licensed Professional Fiduciary # 416, National Certified Guardian, NCG. Center for Guardianship Certification

Areas of Expertise

Trustee, Executor or Administrator of Probate Estates, Conservatorship of Person and/or Estate, and as Receiver.

Ideal Clients

Jim focuses on the needs of people who need assistance with their personal and financial affairs.