About.
GETTING THINGS DONE WITH A CONSCIENCE AND PERSONAL TOUCH.
I help to preserve family harmony.
Having a family member serve as trustee can create animosity between beneficiaries and can potentially lead to ruined relationships. I act as a fair and impartial neutral party, minimizing if not eliminating family conflict surrounding the distribution and settling of the estate.
I have a unique experience in the field.
With over a decade of experience handling sensitive family matters, my team and I can save you time and money when experience matters. I work hard and diligently to follow through with all my clients, ensuring a smooth process that generates results.
I hold myself to the highest standards.
As a licensed professional fiduciary, I am held to a higher standard of honesty and trust. You can rest assured that when you work with me, you’re working with a strong advocate.
CALL ME TODAY
(424) 261-1917
Services.
AN ADVOCATE IN MORE WAYS THAN ONE.
As a licensed fiduciary, I possess the ability to assist clients in a variety of duties.
TRUSTEE
I manage private and court-supervised living and special needs trusts.
ESTATE ADMINISTRATION
I strictly adhere to the terms of the trust and will honor the wishes of the settlor, following all testate and intestate rules of the state of California.
CONSERVATOR
I act as a conscientious Conservator of the Person and Estate.