Our Family Will Take Care of Yours.

solofid - a family focused business.
 

Your Legacy.

Legacies are the powerful culmination of someone's final wishes. Whether it is distributing assets to an endowment fund, holding assets in a special needs trust to care for a child, or leaving a bequest of personal property to loved ones, Soloway Fiduciaries will dutifully follow the instructions you have laid out to honor your legacy.

 
 

Soloway Fiduciaries works to protect what’s most valuable to you.

We provide a local, community-based, accessible solution to the aging and disabled population in need of fiduciary services. Our stellar reputation instills trust in those we serve. As we grow, we continue to maintain the highest level of personalized service for our current fiduciary clients.

 

Contact Us.

The free 30-minute phone consultation is available for those who are looking for a primary successor, meet our qualifications, and are:

  • 70 years or older (if partners, both individuals), or have immediate needs due to illness or litigation.

  • Seeking more information on the role of a professional fiduciary.

  • Working to determine how a professional fiduciary fits into their estate plan.

  • Wondering how Soloway Fiduciaries can best assist them with their needs.

Mailing Address:

Soloway Fiduciaries, Inc.
3559 Mount Diablo Blvd.
Unit 100, PMB 4
Lafayette, CA 94549

Phone: +1(925) 283-0389
FAX: +1(925) 282-1874
E-mail: your-planning@solofid.com

 
 

Delays in response are possible due to the 2024 Tax Season.

Please Note:

  • We receive many calls from individuals asking for legal advice, most notably regarding how they should structure their estate plan. As professional fiduciaries, the state of California prohibits us from providing any legal advice.

  • The law only allows for licensed attorneys to provide such advice. We would be happy to provide referrals to the distinguished attorneys we work with.

  • Lisa invites and is honored to have healthy individuals under age 70 write her into their estate plans as a safeguard to unexpected events.  Unfortunately, she does not have the capacity to provide consultations to them. This allows her to focus on older individuals and those with immediate needs due to illness, disability, or litigation.

  • We value and prioritize responding to the needs of our current clients over prospective inquiries. Sometimes, this may mean that we cannot respond within 48 hours to inquiries about fiduciary services. We appreciate your patience.