Comprehensive Fiduciary Services for Every Stage of Life

Trustee Services

Administering a trust requires more than following instructions — it requires judgment, accountability, and consistent communication with beneficiaries.

When you name a professional fiduciary as trustee, you're ensuring that the trust is administered by someone with no personal stake in the outcome — only a legal and ethical obligation to the beneficiaries. I manage trust assets prudently, maintain accurate records, file required accountings, communicate regularly with beneficiaries, and make distributions in accordance with the trust document. I work closely with estate attorneys and financial advisors to ensure every action is defensible and in the best interest of those the trust was created to protect.

Conservatorship Services

When a court determines that an individual can no longer manage their own affairs, a conservator steps in to protect their wellbeing and finances.

A conservatorship is a serious legal responsibility. As a court-appointed conservator of the person, estate, or both, I manage the daily and financial affairs of individuals who are unable to do so themselves — often due to dementia, serious illness, or developmental disability. I file all required court accountings, coordinate with healthcare providers, manage housing and care decisions, and advocate for the conservatee's dignity and quality of life. Every action is documented and reported to the court.

Agent Under Power of Attorney

A durable power of attorney gives me the legal authority to act on your behalf — managing finances, paying bills, and making decisions when you cannot.

Acting as your agent under a durable power of attorney, I can manage bank accounts, pay bills, handle real estate transactions, file taxes, and coordinate with financial institutions on your behalf. This service is often used by individuals who are traveling, recovering from illness, or planning ahead for a time when they may need assistance. Unlike a conservatorship, a power of attorney is established voluntarily — giving you control over the scope and duration of my authority.

Bill Pay & Financial Management

Keeping up with bills, accounts, and financial paperwork can become overwhelming. I bring order, accuracy, and peace of mind to everyday financial management.

I provide organized, reliable bill pay and financial management services for clients who need help staying on top of their finances. I track income and expenses, pay bills on time, reconcile accounts, prepare financial summaries, and coordinate with accountants and financial advisors. This service is available as a standalone engagement or as part of a broader fiduciary relationship. Clients receive regular, easy-to-read statements so they always know where things stand.

Care Coordination

Navigating the healthcare system on behalf of a loved one is complex and time-consuming. I serve as the organized, informed advocate your family needs.

Care coordination involves much more than scheduling appointments. I work with physicians, specialists, home care agencies, assisted living facilities, and skilled nursing facilities to ensure clients receive appropriate, consistent care. I attend medical appointments, review care plans, communicate with providers, manage transitions between care settings, and keep family members informed. When difficult medical decisions arise, I bring clarity, compassion, and a thorough understanding of the client's wishes and best interests.

Special Needs Trust Administration

Special needs trusts require careful, knowledgeable administration to protect both the beneficiary's quality of life and their eligibility for public benefits.

Administering a special needs trust is a specialized responsibility. Distributions must be made in a way that enhances the beneficiary's life without disqualifying them from Medi-Cal, SSI, or other essential public benefits. I understand these rules and apply them carefully. I manage trust assets, make appropriate distributions, maintain required records, and communicate with benefit agencies as needed. I also work closely with the beneficiary's support network to understand their needs and preferences.

General Fiduciary Consulting

Not every situation requires a full fiduciary engagement. Sometimes families and professionals simply need expert guidance to understand their options.

I offer consulting services for attorneys, financial advisors, family members, and individuals who need professional guidance on fiduciary matters without a full ongoing engagement. This may include reviewing trust documents, advising on conservatorship alternatives, providing a second opinion on a fiduciary matter, or helping a family understand what a professional fiduciary does and whether one is needed. Consulting engagements are billed hourly and scoped to your specific needs.