Fiduciary Services Offered

As a California Licensed Professional Fiduciary, I offer a number of services helpful to those who can not or choose not to manage their own financial or personal affairs.  Services I can provide include:

  • Act as a personally appointed or court appointed trustee.
  • Act as an agent under durable power of attorney.
  • Assist with rental real estate management.
  • Process daily tasks such as receiving mail, coordinating home upkeep, pet care and paying bills on behalf of an individual.
  • Guide or make decisions to invest, manage and safeguard assets.
  • Facilitate transactions such as the listing or sale of assets.
  • Act as a liaison between attorneys, accountants and financial advisors.
  • Prepare year end taxes.
  • Inventory and account for assets on an ongoing basis.
  • Provide personal financial assistant services.
  • Coordinate and facilitate health assessment and care.
  • Assist with health care decisions and management.

I am always happy to meet with or speak with someone considering using a Fiduciary to determine if a Fiduciary relationship would be beneficial.

I am a member of the Professional Fiduciary Association of California and carry Errors and Omissions insurance¬†through Lloyd’s of London.