Welcome to Kairos Fiduciary Services

Special Needs Trusts and Settlement Trusts Administration

We are a private fiduciary firm focused on administration of Special Needs Trusts and Settlement Trusts. Kairos was founded with the purpose of helping trust beneficiaries meet their lifetime goals for well-being and financial stability. To that end, we offer a broad range of financial and care management services for minors, seniors, and adults with disabilities.   

KAIROS

Fiduciary Services

Special Needs
Trust

Designed specifically for minors, adults, and seniors with physical or mental disabilities, a Special Needs Trust not only protects personal assets, it also preserves the ability to receive public benefits such as Medi-Cal and Supplemental Security Income (SSI). 

Settlement
Trust

A Settlement Trust is an irrevocable trust that protect the claimant’s settlement funds from being overspent while still providing funds for their needs. A Settlement Trust can take several forms. A Minor’s

Settlement Trust includes a termination date, at which time the funds become available to the beneficiary. A Preservation 

Settlement Trust is usually (but not solely) set up for adults, and can help protect assets from being rapidly depleted by ill-informed advice, or overspending.

Additional 
Services

Kairos provides Estate Settlement services and manages all properties on behalf of—and in the interest of—the beneficiaries. We also provide Medi-Cal and Social Security advocacy, ensuring compliance with all Social Security rules and regulations so beneficiaries can get the most from public and private resources.

Professional Memberships

The team have been a life raft in an ocean of complexity & tragedy. We took a leap of faith out of necessity for our son who was in a catastrophic car accident and have never regretted it. They have educated, helped, provided highly skilled expert services to our family, and we are truly grateful for their existence.

- The Wagner Family

Our Happy Customers

Kairos Fiduciary Services

875-A Island Drive, #387
Alameda, CA 94502-6768

PMB 516

21 Orinda Way Suite C

Orinda, CA 94563

1444 Fulton Street
Fresno, CA 93721

510-749-8358
510-749-8376

info@kairosfiduciary.com

We'd Love to Hear from You!

©2020 Kairos Fiduciary Services.  All rights reserved.