Professional Fiduciary Services
"Julie and Courtney have been a part of our lives since 2011. They serve as Fiduciary, Conservator and Special Needs Trust for my eldest brother.
When there was a need, Julie and Courtney came to support my family in a very professional way. Their expertise is to be acknowledged and recognized
as being, "simply the best!"
We handle the financial and life affairs of our clients who can no longer do it themselves. This includes trustworthy, professional, and competent service when you engage us to provide services such as:
Money Management and Bill Paying
Trustee for Special Needs Trusts
Conservator of Person &/or Estate
Personal Representative of Decedent Estate
Power of Attorney for Finances
Power of Attorney for Health Care &
Agent Under Advance Health Care Directive
Social Security, Veterans Administration, and Pension Plan Representative Payee
FACT: Financial exploitation of older Americans is a growing epidemic. In as many as 90 percent of these cases, the senior is victimized by someone he or she knows well. Financial abuse of seniors can jeopardize their physical and emotional well-being as well as their financial security.
Julie and her team are nationally certified Professional Geriatric Care Managers, also known as Aging Life Care Professionals. The combination of holding higher educational degrees in Gerontology and Social Work along with the Professional Fiduciary License in the State of California is a unique and valuable resource for anyone seeking assistance with life's challenges and management across a wide spectrum of needs.