California Licensed Professional Fiduciary Services for Families, Attorneys, and Courts
Conservatorships, trust administration, estate coordination, and complex property oversight throughout Napa, Solano, Sonoma, and Contra Costa Counties.
Now Accepting Fiduciary, Conservatorship, Trust Administration, and Estate Coordination Matters Throughout Northern California
Typical Matters
- • Estate with multiple or distressed properties
- • Court-involved or code-enforcement cases
- • Families needing a neutral professional
- • Attorneys needing a receivership partner
- • Trust or conservatorship with real property
The Meaning Behind AI Fiduciary
“AI” represents the initials of founder Isaiah Abeyta and reflects a commitment to accountable, organized, and practical fiduciary service throughout Napa, Solano, Sonoma, and Contra Costa Counties.
How AI Fiduciary Helps
A single point of coordination for legal, financial, and property-related decisions.
Fiduciary & Estates
Conservatorships, trust administration, and estate settlement with clear communication and formal reporting.
- • Court accountings & documentation
- • Beneficiary & family communication
- • Vendor and professional coordination
Property Oversight & Stabilization
Coordinating property management, maintenance, vendor access, occupancy issues, documentation, and real estate-related administrative matters as part of fiduciary and estate administration services.
- • City, code-enforcement, and inspector coordination
- • Health & safety and habitability issues
- • Short- and long-term asset plans
Real Estate Advisory
California real-estate experience focused on maximizing net results for estates, trusts, and receiverships.
- • BPOs, valuations, and scenario analysis
- • Rehab and disposition strategy
- • Coordination through listing & salen
Practice Areas
Fiduciary Support for Attorneys & Professional Advisors
AI Fiduciary works alongside probate, estate planning, elder law, conservatorship, and trust litigation counsel requiring organized fiduciary administration and property coordination support.
• Trust administration support
• Conservatorship coordination
• Beneficiary communication
• Property oversight
• Vendor management
• Asset documentation
• Estate logistics
• Neutral third-party administration
Our goal is to provide organized, professional, and transparent support while helping reduce administrative burden during complex fiduciary matters.
Fiduciary Support for Complex Personal, Family, and Property Matters
Conservatorships
Support for court-supervised matters involving personal care, finances, property, vendors, records, and ongoing communication.
Trust & Estate Administration
Organized administration support for trusts and estates, including documentation, beneficiary communication, asset coordination, and reporting.
Real Property Oversight
Practical coordination for estate, trust, conservatorship, or court-involved properties requiring valuation, vendor oversight, repair planning, or disposition support.
Approach
Organized, Documented, and Accountable Fiduciary Work
AI Fiduciary emphasizes clear communication, documented decision-making, practical coordination, and respectful interaction among attorneys, beneficiaries, families, vendors, and the court.
Clarity
Define roles, priorities, deadlines, and next steps early.
Documentation
Maintain records that support decisions, reporting, and accountability.
Coordination
Work with attorneys, vendors, inspectors, agents, and other professionals.
Stewardship
Protect assets, reduce confusion, and move matters toward resolution.
Meet Isaiah Abeyta
AI Fiduciary is led by Isaiah Abeyta, MBA, NCG, a California Licensed Professional Fiduciary (#1642) serving Napa, Solano, Sonoma, and Contra Costa Counties.
Isaiah focuses on organized communication, documented decision-making, practical coordination, and accountable oversight in matters involving trusts, conservatorships, estates, and complex property situations.
His background includes management, financial analysis, real estate, and complex project coordination, with experience working alongside attorneys, inspectors, contractors, vendors, and financial professionals in time-sensitive and multi-party matters.
Isaiah is a member of the Professional Fiduciary Association of California (PFAC) and holds the National Certified Guardian (NCG) designation through the National Guardianship Association (NGA), along with a Master of Business Administration (MBA), a B.S. in Business Administration, and Six Sigma Black Belt certification.
The goal of AI Fiduciary is simple: provide attorneys, courts, and families with one calm, organized professional who can coordinate moving parts, document decisions clearly, and help matters move forward responsibly.
Professional Memberships & Certifications
PFAC Member
Professional Fiduciary Association of California
National Certified Guardian
National Guardianship Association
Six Sigma Black Belt
Council for Six Sigma Certification
Discuss a Fiduciary, Estate, or Property Matter
Share a brief overview of the matter—estate, receivership, or distressed property—and we'll respond with practical next steps and timelines.
Contact AI Fiduciary