Professional Private Fiduciary Services - Diablo Valley Foundation for the Aging
Address
140 Gregory Lane, Suite 240
Pleasant Hill, CA 94523
(925) 945-8040
Description:
Provides a variety of fiduciary/financial services for older adults, including trustee, conservator of person and/or estate, agent under DPOA for person and/or estate, executor, representative payee, and bill paying. Offers volunteer opportunities to individuals who wish to help low-income seniors manage their finances and bill paying.
Handicap Accessible?
Yes
Is Shelter?
No
Date of Official Change:
February 3, 2023
Address Listings
Physical (Primary)
140 Gregory Lane, Suite 240
Pleasant Hill, CA 94523
Mailing
140 Gregory Lane, Suite 240
Pleasant Hill, CA 94523
Phone Numbers
Main Number
(925) 945-8040
Fax
(925) 945-8025
Accessibility:
Handicap Accessible
Services
Click here to show all service details. Or click on a service name to see its details specifically.
Description
Provides a variety of fiduciary/financial services for older adults, including trustee, conservator of person and/or estate, agent under DPOA for person and/or estate, executor, representative payee, and bill paying.
Hours
Monday-Friday, 9am - 4pm
Required Documents
None
Eligibility
60+
Fees
Vary according to income and service area
Intake Procedure
Apply by phone
Languages
English only
Service Area
Contra Costa County
Geography Served
- California
- Contra Costa County
- Contra Costa County
If a location is grayed out it means that only certain areas within it are covered. The areas with complete covereage are listed in black.
Telephone Numbers
Description
Provides a variety of fiduciary/financial services for older adults, including trustee, conservator of person and/or estate, agent under DPOA for person and/or estate, executor, representative payee, and bill paying.
Hours
Monday-Friday, 9am - 4pm
Required Documents
None
Eligibility
60+
Fees
Vary according to income and service area
Intake Procedure
Apply by phone
Languages
English only
Service Area
Contra Costa County
Geography Served
- California
- Contra Costa County
- Contra Costa County
If a location is grayed out it means that only certain areas within it are covered. The areas with complete covereage are listed in black.
Telephone Numbers
Description
Provides a variety of fiduciary/financial services for older adults, including trustee, conservator of person and/or estate, agent under DPOA for person and/or estate, executor, representative payee, and bill paying.
Hours
Monday-Friday, 9am - 4pm
Required Documents
None
Eligibility
60+
Fees
Vary according to income and service area
Intake Procedure
Apply by phone
Languages
English only
Service Area
Contra Costa County
Geography Served
- California
- Contra Costa County
- Contra Costa County
If a location is grayed out it means that only certain areas within it are covered. The areas with complete covereage are listed in black.
Telephone Numbers
Description
Offers volunteer opportunities to individuals who wish to help low-income seniors manage their finances and bill paying.
Hours
Monday-Friday, 9am - 4pm
Required Documents
None
Eligibility
Individuals age 21+ with financial management experience.
Fees
None
Intake Procedure
Call main number
Languages
English only
Service Area
Contra Costa County
Geography Served
- California
- Contra Costa County
- Contra Costa County
If a location is grayed out it means that only certain areas within it are covered. The areas with complete covereage are listed in black.
Telephone Numbers
Description
Provides a variety of fiduciary/financial services for older adults, including trustee, conservator of person and/or estate, agent under DPOA for person and/or estate, executor, representative payee, and bill paying.
Hours
Monday-Friday, 9am - 4pm
Required Documents
None
Eligibility
60+
Fees
Vary according to income and service area
Intake Procedure
Apply by phone
Languages
English only
Service Area
Contra Costa County
Geography Served
- California
- Contra Costa County
- Contra Costa County
If a location is grayed out it means that only certain areas within it are covered. The areas with complete covereage are listed in black.
Telephone Numbers
Description
Provides a variety of fiduciary/financial services for older adults, including trustee, conservator of person and/or estate, agent under DPOA for person and/or estate, executor, representative payee, and bill paying.
Hours
Monday-Friday, 9am - 4pm
Required Documents
None
Eligibility
60+
Fees
Vary according to income and service area
Intake Procedure
Apply by phone
Languages
English only
Service Area
Contra Costa County
Geography Served
- California
- Contra Costa County
- Contra Costa County
If a location is grayed out it means that only certain areas within it are covered. The areas with complete covereage are listed in black.
Telephone Numbers
Description
Provides a variety of fiduciary/financial services for older adults, including trustee, conservator of person and/or estate, agent under DPOA for person and/or estate, executor, representative payee, and bill paying.
Hours
Monday-Friday, 9am - 4pm
Required Documents
None
Eligibility
60+
Fees
Vary according to income and service area
Intake Procedure
Apply by phone
Languages
English only
Service Area
Contra Costa County
Geography Served
- California
- Contra Costa County
- Contra Costa County
If a location is grayed out it means that only certain areas within it are covered. The areas with complete covereage are listed in black.
Telephone Numbers
Description
Provides a variety of fiduciary/financial services for older adults, including trustee, conservator of person and/or estate, agent under DPOA for person and/or estate, executor, representative payee, and bill paying.
Hours
Monday-Friday, 9am - 4pm
Required Documents
None
Eligibility
60+
Fees
Vary according to income and service area
Intake Procedure
Apply by phone
Languages
English only
Service Area
Contra Costa County
Geography Served
- California
- Contra Costa County
- Contra Costa County
If a location is grayed out it means that only certain areas within it are covered. The areas with complete covereage are listed in black.
Telephone Numbers
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