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Effective Partnership and Advocacy

Effective Partnership and Advocacy

for a Complex World

Clear and Responsive Communication

Clear and Responsive Communication

Compassionate, dedicated management

Compassionate, dedicated management

 

In today’s world individuals are living longer than ever before and the structure of families is changing and evolving. This means that many people need a reliable, impartial professional to be there for them to carry out their wishes when family members cannot.

 

A private professional fiduciary should be the next best thing to a trusted and capable family member.

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 Trustee for Standard and Special Needs Trusts - Conservator of Person - Conservator of Estate - Power of Attorney - Probate Administration

(I do not provide legal advice or legal representation in trust and estate matters)

1990 N. California Blvd. 8th floor

Walnut Creek, CA, 94596

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