Carolyn M. Young Fiduciary Services

Possessing 25 years of experience in fiduciary services, Carolyn Young owns and operates her own firm in Sacramento, California. Carolyn M. Young Fiduciary Services employs a team of dedicated professionals who assist clients in safeguarding their property and ensuring their interests are protected. The associates at Carolyn M. Young Fiduciary Services assume a variety of roles, including executor, guardian, conservator, trustee, and power of attorney. The firm offers both personal and financial services that range from helping clients apply for public benefits to administering special needs trusts for clients with disabilities.

Preserving and building wealth are essential for prolonged prosperity, and Carolyn M. Young Fiduciary Services offers the gamut of asset management solutions, including selling and renting real estate, working with investment managers to determine appropriate investments, filing tax returns, and managing personal property. For clients who encounter financial hardship, Carolyn M. Young Fiduciary Services continues to assist them on a pro bono basis and helps them to apply for additional public benefits.

As a trustee, Carolyn M. Young Fiduciary Services oversees the final arrangements after a client passes, ensuring the repayment of all incurred debts through the estate. Working in conjunction with qualified attorneys, the team at Carolyn M. Young Fiduciary Services files all of the required tax returns and distributes the money according to the explicit instructions of the trust. Committed to excellence in fiduciary services, Carolyn Young joined the Professional Fiduciary Association of California as a charter member. She supplements her knowledge of the business by completing a minimum of 15 hours of continuing education annually.