Welcome To IMT ASSOCIATES

IMT Associates - Logo_Final

Proud to be the longest running, full service professional private fiduciary agency in Northern California.

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.

Avada Admin

Executor of the Estate

Managing the complicated probate process

Avada Admin

Successor Trustee

For a wide variety of personal trusts.

Avada Admin

Administrator of the Estate

Description of Administrator goes here

Serving Our Community Since 1985

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.