Your Trusted Partner for Professional Trustee and Fiduciary Services
Golden Gate Trust Services was founded and is operated by Mike Coleman, a business law attorney with more than 30 years of legal experience. Mike has been a licensed, bondable Professional Fiduciary in the State of California since 2023 (license #1399). He is a member of the Professional Fiduciary Association of California and a graduate of California State University’s Professional Fiduciary Management program. He holds degrees in Electrical Engineering and Law and has been a licensed attorney in the State of California since 1997 (CA Bar #194518).
Mike founded Golden Gate Trust Services to offer his services as a trusted and licensed professional to assist people managing trusts and conservatorships when they do not have a close family member or friend that is available to assist. Golden Gate Trust Services has been established to provide independent, competent, and reliable services in a variety of fiduciary capacities, including serving as a trustee, an executor in estate administration, a conservator, or an agent for advance health care directives.
Private professional fiduciaries may provide some or all of the following services:
Estate Administration:
• Review and monitor estate plans
• Act as an executor of a will
• Help ensure that any estate plan is honored
Trust and Asset Management: • Arrange and monitor outside experts to assist with asset management • Ensure that taxes are filed and timely paid • Provide accountings of assets and liabilities • Monitor all financial circumstances Personal Care and Planning: • Manage personal care needs to ensure that the standard of living and quality of life is maintained • Develop care plans • Protect from undue influence • Ensure social well-being is maintained so that emotional well-being is optimized Registration, Memberships and Licenses: Associate Member of Professional Fiduciary Association of California (PFAC) California Licensed: Professional Fiduciary Bureau since 2023 – PF #1399 Licensed attorney in the State of California since 1997 – CA Bar #194518
Trust and Asset Management: • Arrange and monitor outside experts to assist with asset management • Ensure that taxes are filed and timely paid • Provide accountings of assets and liabilities • Monitor all financial circumstances Personal Care and Planning: • Manage personal care needs to ensure that the standard of living and quality of life is maintained • Develop care plans • Protect from undue influence • Ensure social well-being is maintained so that emotional well-being is optimized Registration, Memberships and Licenses: Associate Member of Professional Fiduciary Association of California (PFAC) California Licensed: Professional Fiduciary Bureau since 2023 – PF #1399 Licensed attorney in the State of California since 1997 – CA Bar #194518