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Exceptional Fiduciary Services Rooted in Integrity and Compassion

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Stewardship Services

About Us

At Stewardship Services, we are dedicated to providing exceptional fiduciary services, continuing the legacy of our founder’s grandfather. Our mission is to serve the vulnerable with unwavering integrity and compassion, ensuring their needs are met with the utmost care and professionalism.

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Our Services

What we offer

Estate Management

Comprehensive management of estates, ensuring that all assets are handled according to the wishes of the client.

Trust Administration

Expert administration of trusts, providing peace of mind to beneficiaries.

Healthcare and Financial Power of Attorney

Assistance with personal matters, including healthcare decisions, bill paying, and daily living needs.

Conservatorships

Legal management and protection of individuals who are unable to care for themselves or manage their own affairs.

Fees can range from $75.00 to $150.00 per hour depending on the task.

Every client's situation is unique and we tailor our services to meet those needs. From financial management to personal affairs, we provide customized solutions that align with the goals and preferences of our clients.

Why choose us

We understand the trust placed in us by our clients and their families. It is our duty to uphold this trust through transparent, ethical, and empathetic service.

Our Commitment to Excellence

Our team of experienced professionals is dedicated to upholding the highest standards of fiduciary responsibility, ensuring that every client receives personalized attention and tailored solutions.

Legacy of Trust

With decades of service to the Coachella Valley and a deep understanding of fiduciary principles, we are well-equipped to navigate the complexities of our clients' needs and provide them with the peace of mind they deserve.

Professional Integrity

Integrity is the cornerstone of our practice. We operate with transparency and honesty, building lasting relationships based on mutual trust.

Testimonials

What people have said

Stewardship services has most certainly earned my trust. I have had some recent life challenging issues such as housing/shelter. Ms. Allegra Jones was able to guide me and assist me in an extremely caring yet professional way. My housing issues were resolved in a very favorable manner. I will forever be grateful indeed.
Special Needs Trust Beneficiary
Stewardship Services is available to me 24/7. They are not a "bank or institution". They are caring human beings that genuinely care and have compassion. They have feelings and emotions unlike a bank or institution. It makes a tremendous difference.
Trust Beneficiary
Stewardship Services deserve 100 stars! My life has been definitely less stressful and much less worrisome. My life experience has definitely improved because of their professionalism, care and compassion. I would most certainly refer SS and Ms. Allegra Jones to a close relative or best friend.
Special Needs Trust Beneficiary

Contact Info

We’d love to hear from you! Whether you have questions about our services or need assistance with your fiduciary needs, our team is here to help.

Phone Number

760-831-5292

Email

allegra@stewardshipservices.net

SEND MESSAGE

Contact Info

We’d love to hear from you! Whether you have questions about our services or need assistance with your fiduciary needs, our team is here to help.

Phone Number

760-831-5292

Email

allegrafiduciary@gmail.com

SEND MESSAGE

Our mission is to serve the vulnerable with unwavering integrity and compassion, ensuring their needs are met with the utmost care and professionalism.

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