We Protect Your Interests

We effectively and ethically administer your assets.

When planning your estate, it’s important to consider who will effectively and ethically administer your assets according to your wishes without personal bias or undue influence from beneficiaries. While it may seem like a prudent choice to name a relative or friend as the Trustee for your estate, many people are unaware of just how complex and time-consuming the job can be. A professional fiduciary, on the other hand, has the necessary knowledge, skills, and experience to navigate complex financial and legal matters, and ensure the Trust is administered fairly.

As a Fiduciary licensed in the State of California, I am legally bound to carry out the directives laid out by my client, whether as a Trustee, Agent, or Representative. I serve clients in the greater Sacramento area and have worked with families who have out-of-state beneficiaries.

Assuming these roles on your behalf can help ensure your interests or the interests of your estate are protected.

Our Services

• Trustee services: revocable trusts, irrevocable trusts, special needs trusts

• Executor: Named or Court appointed

• Trust Advisor services

• Representative Payee for Social Security benefits

• Power of Attorney for Finances