About
Overview
BBB Accreditation & Rating
About This Business
BBB Accredited Since: 8/29/2013
Years in Business: 17
Products and Services
Trust Matters often works with families who want an independent person to manage the trust due to:
family conflict
a perceived breach of fiduciary duty by the previous trustee,
a loss of capacity or a decline in capacity by the previous trustee,
death of the trustor or trustee
the need to protect a disabled child
Trust Matters also provides probate administration, bill paying and consulting services.
Photos and Videos
Business Details
- Local BBB:
- Golden Gate Better Business Bureau
- BBB File Opened:
- 5/29/2013
- Business Started:
- 7/1/2008
- Business Started Locally:
- 7/1/2008
- Type of Entity:
- Sole Proprietorship
- Alternate Names:
- Alan J Statman
- Business Management:
- Mr. Alan Statman, Owner
- Number of Employees:
- 8
Additional Contact Information
- Principal Contacts
- Mr. Alan Statman, Owner
- Customer Contacts
- Mr. Alan Statman, Owner
- Fax numbers
- Primary Fax: (510) 868-8366
- Additional Websites
- yelp.com/biz/fiduciary-al...
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB records show a license number of 69 for this business, issued by Professional Fiduciaries Bureau. The expiration date of this license is 4/30/2025.
Professional Fiduciaries Bureau
1625 N. Market Blvd., Suite S-209
West Sacramento CA 95798-9005
Additional Information
- Other Resources
- California Department of Financial Protection and Innovation
2101 Arena Boulevard
Sacramento CA 95834
Phone Number: (866) 275-2677
https://dfpi.ca.gov/
[email protected] - Commodity Futures Trading Com.
Lafayette Center,1155-21st St. N.W.
Washington DC 20581
Phone Number: (202) 418-5080
http://www.cftc.gov - Nationwide Mortgage Licensing System/NMLS
1129 20th Street, N.W., 9th Floor
Washington DC 20036
Phone Number: 1-855-665-7123
http://mortgage.nationwidelicensingsystem.org/Pages/default.aspx - Business Categories
- Trust Company, Financial Services, Fiduciary
Latest Reviews
David L
"I had a very postive experience with Trust Matters. ************************* was the Trustee for a trust I was a benefitiary of and I have nothing but postive things to say about her professionalism." ... Read full review
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