Providing Professional Fiduciary Services in California

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I completed the Fiduciary Management curriculum  through UC Riverside's extension program in 2021 and became licensed in CA  as a professional fiduciary and national guardian.  

My experience in technology, healthcare, and financial services are a perfect fit for this role.  

Specialty Areas include:

• Trust Administration - Revocable & Irrevocable Trusts, Special Needs Trusts, Sub-Trusts
• Estate and Probate Management - Administrator, Executor
• Durable Power of Attorney - Financial Management and Agent of Health

I look forward to discussing your needs and finding a solution together.  See below for the most current fee schedule.