Professional Private Fiduciary Services - Diablo Valley Foundation for the Aging

Address

140 Gregory Lane, Suite 240
Pleasant Hill, CA 94523

(925) 945-8040

www.dv-fa.org

Description:

Due to COVID-19, limited services are available by phone and email. 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:

October 29, 2020

Address Listings

Physical (Primary)

140 Gregory Lane, Suite 240
Pleasant Hill, CA 94523

Mailing

140 Gregory Lane, Suite 240
Pleasant Hill, CA 94523

Contacts

Jody Iorns

Primary Contact

Executive Director

Phone Numbers

Main Number

(925) 945-8040

Fax

(925) 945-8025

Accessibility:

Handicap Accessible

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

    If a location is greyed out it means that only certain areas within it are covered. The areas with complete coverage are listed in black.

  • California
    • Contra Costa County

    Telephone Numbers

    Number:
    925-945-8040
    Type:
    Main Number
    Name:
    Main Number
    Edit Service DetailsClick here to see this service (FT-2700.0500) and related services within the Service Tree.

    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

      If a location is greyed out it means that only certain areas within it are covered. The areas with complete coverage are listed in black.

    • California
      • Contra Costa County

      Telephone Numbers

      Number:
      925-945-8040
      Type:
      Main Number
      Name:
      Main Number
      Edit Service DetailsClick here to see this service (FT-2700.1700) and related services within the Service Tree.

      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

        If a location is greyed out it means that only certain areas within it are covered. The areas with complete coverage are listed in black.

      • California
        • Contra Costa County

        Telephone Numbers

        Number:
        925-945-8025
        Name:
        Fax
        Number:
        925-945-8040
        Type:
        Main Number
        Name:
        Main Number
        Edit Service DetailsClick here to see this service (FT-2700.0500-200) and related services within the Service Tree.

        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

          If a location is greyed out it means that only certain areas within it are covered. The areas with complete coverage are listed in black.

        • California
          • Contra Costa County

          Telephone Numbers

          Number:
          925-945-8040
          Name:
          Main Number
          Edit Service DetailsClick here to see this service (PX-2300) and related services within the Service Tree.

          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

            If a location is greyed out it means that only certain areas within it are covered. The areas with complete coverage are listed in black.

          • California
            • Contra Costa County

            Telephone Numbers

            Number:
            925-945-8040
            Type:
            Main Number
            Name:
            Main Number
            Edit Service DetailsClick here to see this service (DM-6500) and related services within the Service Tree.

            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

              If a location is greyed out it means that only certain areas within it are covered. The areas with complete coverage are listed in black.

            • California
              • Contra Costa County

              Telephone Numbers

              Number:
              925-945-8040
              Type:
              Main Number
              Name:
              Main Number
              Edit Service DetailsClick here to see this service (PH-6500.0500-650) and related services within the Service Tree.

              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

                If a location is greyed out it means that only certain areas within it are covered. The areas with complete coverage are listed in black.

              • California
                • Contra Costa County

                Telephone Numbers

                Number:
                925-945-8040
                Type:
                Main Number
                Name:
                Main Number
                Edit Service DetailsClick here to see this service (DM-7000) and related services within the Service Tree.

                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

                  If a location is greyed out it means that only certain areas within it are covered. The areas with complete coverage are listed in black.

                • California
                  • Contra Costa County

                  Telephone Numbers

                  Number:
                  925-945-8040
                  Type:
                  Main Number
                  Name:
                  Main Number
                  Edit Service DetailsClick here to see this service (FT-2700.8500) and related services within the Service Tree.

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