WELCOME TO IMT ASSOCIATES

A Professional Fiduciary Agency

IMT Associates is proud to be the longest running, full service professional private fiduciary agency in Northern California.  We are a California Licensed Professional Fiduciary, and since 1985 we have specialized in serving as Trustee, Conservator and Case Manager for Bay Area clients including the mentally and physically disabled, elderly, incapacitated and many others with special needs. 

We have extensive experience acting as Executor or Administrator of the Estate and managing the complicated probate process.  We also serve as Successor Trustee for a wide variety of personal trusts. 

IMT Associates is a dedicated team of multidisciplinary professionals.  We are licensed clinical social workers, marriage and family therapists, case managers, trust and financial advisors, accounting and administrative staff.  We manage clients’ needs through collaboration and coordinated efforts while striving to maximize financial resources for their long-term stability. 

Licensed, Bonded and Insured

Privately Owned & Operated