Diane E. Davies, JD, CLPF, NCG
Kathryn A. Glenn, CLPF, NCG

Contact us:
North County
(805) 460-6065

South County
(805) 904-6670


Welcome

Davies & Glenn, Fiduciary Associates, is a partnership of professional fiduciaries dedicated to providing personal, objective and independent services to our clients, whether we are appointed as Administrator, or serving as Executor, Trustee, "Special Needs Trust" Trustee, Conservator or Guardian, agent under a Durable Power of Attorney, or as a Representative Payee. We work with our clients' trusted advisors - including attorneys, care managers, agency case workers, financial planners and accountants - to provide comprehensive financial and personal oversight and care. We have offices in Atascadero and Grover Beach to remain within 20 minutes of our San Luis Obispo county and northern Santa Barbara county clients.

Diane Davies & Kathee Glenn are professional fiduciaries offering comprehensive administrative services to persons in San Luis Obispo and northern Santa Barbara counties who need professional management of their estates and coordination of their personal care.

AS LICENSED, INSURED, AND BONDABLE professional fiduciaries, we offer you greater peace of mind. We are here to assist you and your family when issues arise involving, aging, memory, illness, death, physical limitations, personal care and end of life choices. Distance, full time jobs, and professional or family commitments may impede family from providing the necessary time and attention these issues require. In these cases, an objective independent third party, such as a professional fiduciary, is often the preferred choice for overseeing comprehensive administration of the person or the estate.

Our Mission is to utilize our combined talent, backgrounds, experience, and abilities in providing caring, competent, client-centered service to those in our community who are in need of professional assistance.