you life. your choices. your legacy.

"We are devoted to serving as a trusted partner and unwavering advocate for our clients. Our mission is to deliver expert, empathetic Personal Affairs Management and seamless Trust & Estate Administration—supporting individuals in navigating their Legacy Years and After with Confidence, Autonomy, and Peace of Mind."

Marshall Eklund

California Licensed Professional Fiduciary,

CLPF #1482. Nationally Certified Guardian

Marshall's personal path has been deeply shaped by the challenges his loved ones have faced. He often reflects, "Life has taught me that no matter how strong, healthy, or smart we are, sooner or later we all need help." His firsthand experiences—witnessing his grandmother and mother struggle with Alzheimer's, supporting close friends after unexpected accidents and medical emergencies, and enduring the devastating impact of a four-year, multimillion-dollar elder abuse scam that drained his father's life savings—have ignited his devotion for providing fiduciary support and guidance.

As a dedicated Professional Fiduciary, Marshall has built his career on an unwavering commitment to helping others. Over the course of more than 20 years, he successfully led a client services business focused on health and well-being. His academic background, which includes degrees in business and finance and a graduate degree in exercise science, underpins a broad range of expertise that he brings to every client interaction. Marshall's unwavering dedication to his clients' well-being not only reassures them but also makes them feel valued and important.

In addition to his fiduciary practice, Marshall has cultivated a robust background in real estate. His insights into investment, renovation, and property management have been instrumental in helping families and investors build intergenerational wealth through strategic solutions. Marshall's expertise in these areas not only instills confidence in his clients but also ensures their financial security.

Marshall's personal experiences—assisting solo agers, addressing elder abuse, and navigating the challenges of aging in place—have instilled in him an empathetic approach that prioritizes individual needs. His father's ordeal further strengthened his resolve to help others secure a future marked by respect and security. This deep sense of empathy ensures that Marshall not only understands but deeply cares for the unique needs of his clients, making them feel understood and cared for.

Outside of his professional endeavors, Marshall is an avid outdoorsman who enjoys exploring California's diverse landscapes with his German Shorthaired Pointer, Theo. This passion not only brings balance to his life but also inspires a spirit of adventure and exploration in his work. Marshall's blend of compassion, expertise, and dedication shines through in every aspect of his career.

Who I Help

I assist solo agers, retirees, or individuals facing health challenges. As a Successor Trustee, I provide seamless trust administration, ensuring your wishes are honored with professionalism and care. My services are especially valuable for those without close family or friends, offering trusted support with integrity, accountability, and expertise.

How I Do It

I take a proactive, hands-on approach to fiduciary services, ensuring that every aspect of your personal, financial, and legal affairs is in order. As a dedicated Successor Trustee, I work closely with attorneys, financial advisors, and healthcare professionals to protect your interests and facilitate the seamless administration of your trust. I expertly manage complex estate matters, oversee financial management, and offer ongoing support tailored specifically to your unique needs.

What's in It for You

Working with Marshall Eklund as your Professional Fiduciary gives you the peace of mind that comes from knowing your affairs are managed with professionalism and care. Take control of your future now—while you can—because if you don’t, someone else will. My services empower you to maintain the most significant independence while ensuring your assets are protected and your wishes are honored.