When the moment arrives, someone you can trust is already by your side.
A California fiduciary practice serving individuals, families, and professional advisors in Southern California — trust administration, estate administration, conservatorship, and the related work that comes with caring for someone you love.
What I do.
Seven distinct kinds of work, organized by what is happening in your life rather than by the legal categories the work falls under. Each card opens into a deeper page on the specific services it covers.
Trust Administration
The full year of work after a settlor dies: beneficiary notices, accountings, taxes, real property, distributions. Done from start to finish.
Care Coordination & Fiduciary Consultation
Daily money management, care coordination, dementia coordination — the quiet operational work of helping someone stay safe at home.
Agent Under POA & Successor Trustee Services
Serving as agent under a financial power of attorney, agent under an advance health care directive, or successor trustee on a trust.
Capacity-Related & Vulnerable Adult Services
Capacity planning, less-restrictive alternatives to conservatorship, and protective work when an elder is being financially exploited.
Special Needs Trust Support
Special needs trust administration with attention to SSI and Medi-Cal eligibility requirements. First-party and third-party trusts, with Medi-Cal payback tracking.
Decedent Estate & Probate Support
Probate administration when there is no trust, or the trust is incomplete. Executor or administrator, working alongside the family's probate attorney.
Conservatorship Services
Court-supervised conservatorship of person, estate, or both — for situations where capacity has failed and the lighter tools are not enough.
Parent being discharged and you can't be there? If you hold the authority, I can be your local support. Learn how it works →
Who this is for.
Most of the people who reach us are adult children, somewhere in their forties or fifties or sixties, who are trying to do right by a parent who is older or unwell or both. They are not lawyers. They are not fiduciaries. They are people who love someone and who have realized that loving someone is not the same as being able to do all of this alone. That is the person we are built for.
We also work with attorneys, CPAs, and care managers who need a neutral professional to take on the role their client cannot fill themselves — and with individuals who are planning ahead for their own care or estate while they still have the clarity to make those decisions well.
Accuracy is more reassuring than reassurance.
Consultations are by appointment.
All conversations are held in strict confidence.