Contact

Thank you so much for contacting my office. Please fill out this form and I will contact you for scheduling an appointment. For appointments you can come to my office in Alamo CA, I can set up a video meet or I will consider in-home appointments.

For general questions, you can reach me at 925-298-2602 or covire@covifiduciary.com

Privacy Policy

All information received from a client is strictly confidential. Please do not include social security numbers or account numbers in the form. My company takes every step possible to protect your privacy. The data submitted via this form is encrypted and secured using industry-standard 256-bit SSL encryption.

If you have any questions, please don’t hesitate to contact me. I look forward to working with you.

Name(Required)
MM slash DD slash YYYY
Address
What is your relationship to the Client Inquiry?
What type of fiduciary administration do you need (if known)?
What type of fiduciary administration do you need (if known)?
ACKNOWLEDGEMENT AND ACCEPTANCE(Required)
Thank you so much for completing this intake questionnaire. This information will be extremely helpful in evaluating your situation. I will contact you as soon as possible to address next steps in the process.