Trusted Professional Fiduciary & Trustee Services for Families & Individuals

Managing a trust or estate can feel overwhelming—especially during times of loss or family transition. As a California Licensed Professional Fiduciary, I provide experienced, objective guidance to help families & individuals navigate complex financial, legal, and administrative responsibilities with confidence, compassion, and integrity.

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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.

Experience You Can Trust

Over 30 years of financial leadership combined with professional fiduciary expertise.

  • California Licensed Professional Fiduciary (CLPF #1298)

  • Former Chief Financial Officer with 30+ years overseeing complex financial operations

  • Trustee and Estate Administration Experience

  • Probate Administration

  • Court-Approved Fiduciary Accountings

  • Member, Professional Fiduciary Association of California

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.

Trusted Professional Partnerships

Every client has unique needs. That's why we partner with a trusted network of experienced professionals to provide coordinated, personalized support every step of the way.

  • Mary Ann Kim, Ph.D Licensed Clinical Psychologist with a speciality in Neuropsychology

    Expert evaluation of cognitive capacity and competency, with assessments of competency and testamentary capacity.

  • Experienced, carefully vetted real estate agents with deep expertise in probate transactions and property sales following the death of an owner.

  • Qualified professionals who assess current circumstances and develop forward-looking care plans to address evolving needs.

  • Trusted financial professionals who help maintain alignment with your financial goals, proactively adjusting strategies as circumstances change to support long-term financial security.

  • Experienced accounting professionals providing probate accounting services as well as comprehensive trust accounting and reporting.

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.

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