510 621 8222
mk@legacyandtrustfiduciary.com
Legacy and Trust Fiduciary was founded with a genuine desire to help individuals and families navigate life’s most important financial and personal decisions with confidence. That’s why I’m here to provide compassionate, trustworthy support with the respect and cultural understanding you deserve.
Whether you’re planning ahead, managing an estate, or seeking a reliable fiduciary partner, I bring clarity, integrity, and care to every situation. My goal is simple: to protect what matters most and give you peace of mind throughout the journey.
Welcome to Legacy and Trust — your partner in preserving your legacy and protecting your future.
My Vision
To be the most trusted fiduciary partner in California—empowering individuals and families with peace of mind, dignity, and confidence as they navigate life’s most sensitive transitions.
My Mission
At Legacy and Trust Fiduciary, my mission is to provide compassionate, professional, and ethical fiduciary services that protect my clients’ interests and preserve their legacies. I am committed to guiding families through complex legal and financial matters with clarity, integrity, and respect.
Meet Manpreet Kaur
Hi, I’m Manpreet Kaur, a licensed professional fiduciary with over 20 years of experience in banking and finance, and more than 15 years in leadership and management. I founded Legacy and Trust Fiduciary with a clear mission: to protect your future and preserve your legacy.
My approach is grounded in the values I was raised with: honesty, compassion, responsibility, and deep respect for elders and family. Growing up in a close-knit family, I learned firsthand the importance of showing up for others during difficult times. Those same values guide everything I do—from how I communicate to how I care for my clients and their families.
I work closely with individuals and families during times of transition, offering support with trust administration, power of attorney duties, and other fiduciary roles. I bring calm, clarity, and professionalism to situations that can often feel overwhelming.
In addition to English, I speak Hindi and Punjabi, which allows me to better serve and connect with diverse communities throughout California.
When you work with me, you can expect clear guidance, personal attention, and a commitment to treating your legacy with the same care I’d give my own family.