fi·du·ci·ar·y

(fə-ˈdü-shē-ˌer-ē)

adjective 1. Involving trust, especially with regard to the relationship between a trustee and a beneficiary, where the fiduciary has a duty to act on the others best interest.

noun 1. A trustee.

Integrity. Accountability. Care.

Finding someone you trust to manage your loved ones’ affairs can be a daunting task. The level of integrity I bring to all my clients will ensure your peace of mind. I engage a skilled and respected team who can address any issue that may arise to create the highest accountability. I am proactive in anticipating needs, bringing care and concern to my clients, from a change in circumstance to a major life event.

What I offer–

  • Managing the assets of your trust in accordance with the provisions — and intent — of the trust agreement. I can serve as: Trustee, Successor Trustee or Co-Trustee.

  • Serving as Executor or Administrator (where there is no will) of a decedent's estate, marshalling the assets of a decedent, paying creditors, making distributions to heirs, and otherwise executing the terms of the decedent's will.

  • Engaged by them to assist in trust or estate management, including preparing accountings, making disbursements, and advising on tax and financial matters.

    • Provide regular assessment of Trust Performance; reviewing quarterly with your investment advisor to ensure yours goals are met.

    • Review the Trust Agreement when major life cycles (death, birth, remarriage, etc.) or major financial changes occur, or there is a change in the law.

    • Submit a full Annual Accounting Report, providing a complete annual picture of all income, assets, disbursements, etc.

    • Gather all of the necessary information and engage CPA's to prepare annual Income Tax Returns.

Managing trusts and estates can be complex and lead to family conflict. Trustees and other fiduciaries must navigate complex legal and tax rules, administrative duties, and at times emotional decisions. I can can help alleviate these challenges with objective expertise in a variety of fiduciary roles.

About me.

  • My skill set is uniquely suited to providing my clients with excellent fiduciary/trustee services

  • 30 years accounting, financial reporting and preparation of paperwork for tax returns to be filed by CPA

  • Expertise and understanding of investment statements and knowledgeable in investment strategy and portfolio management

  • Organized and proactive

    California Licensed Professional Fiduciary (CLPF)  No. 1298

    Member Professional Fiduciary Association of California