Services

At Legacy and Trust Fiduciary, I offer comprehensive fiduciary services tailored to help you and your family manage complex legal and financial responsibilities with care, integrity, and professionalism. Whether you are planning for the future or navigating current challenges, I am here to provide trusted guidance every step of the way.

Trustee Services

As a professional trustee, I manage trusts diligently and responsibly, ensuring your assets are protected and distributed according to your wishes. I handle all administrative duties, including record-keeping, investment oversight, and regular reporting to beneficiaries.

Power of Attorney

I serve as a reliable agent under financial or healthcare powers of attorney, making important decisions on your behalf when you are unable to do so. This includes managing finances, paying bills, coordinating medical care, and communicating with service providers.

Estate Administration

Navigating the probate process can be overwhelming. I assist personal representatives and families with settling estates efficiently and respectfully by handling court filings, creditor communications, asset distribution, and final accounting.

Conservatorship

As a court-appointed conservator, I protect the personal and financial well-being of individuals who are unable to manage their own affairs due to incapacity. I work closely with families, healthcare providers, and legal professionals to advocate for the conservatee’s best interests.

Special Needs Trusts

Managing a special needs trust requires specialized knowledge and sensitivity. I provide fiduciary services that ensure the financial security of individuals with disabilities while preserving their eligibility for government benefits. My goal is to help families create a stable, supportive environment that meets both current and future needs.

Additional Services

I also assist with managing bill payments and financial obligations, coordinating with attorneys, accountants, medical professionals, and caregivers, and providing transparent and timely reports to clients and beneficiaries. Every service I provide is grounded in compassion, transparency, and a deep commitment to protecting your future and preserving your legacy.

Fee Summary

At Legacy and Trust Fiduciary, I provide professional, personalized fiduciary services with transparency and care.

• All fiduciary services: $165 per hour
• Future Planning / Intake Fee: $300 one-time (includes a detailed intake meeting; standard billing begins once I am acting on your behalf)
• Probate Administration: Statutory fees based on estate value (per California Probate Code §10810); extraordinary services billed at $165 per hour

Call to schedule a consultation and discover how I can help protect your legacy and your future.