Outside Experts

Trust Matters works closely with many different attorneys, realtors, CPA’s, financial planners, investment advisors, mental health professionals, case managers and home care agencies throughout the San Francisco Bay Area.

When outside expertise is required, we consider professionals who have performed effectively in similar cases. Then, we select the professional whose expertise and style provides the best fit with the¬†client’s unique situation.

Clients occasionally request that we continue to work with an accountant, financial advisor, care provider or other professional they have worked with for a long time; we are usually able to honor these requests.

Contact Alan Statman at: (510) 593-3663 or Alan@TrustMatters.us
Contact Anne Marshall at: (510) 289-8708 or Anne@TrustMatters.us