You hold the authority. I handle the moving parts.
Your mother is being discharged on Friday. You hold her power of attorney and health care directive — but you live 2,000 miles away, or twenty minutes away with a full-time job and children of your own. You stay the decision-maker. I become your professional presence on the ground.
Who this is for.
- Adult children who hold a parent's financial power of attorney, health care directive or trustee role — whether they live across the country or across town but can't be at every meeting.
- Trustees and professional fiduciaries who hold the authority but need local hands for a defined assignment.
- Seniors who can still make their own decisions and want a professional to organize and carry them out.
How it works.
You decide. I prepare the options. You approve in writing. I carry it out and document every step. Support can be a defined assignment or ongoing beneficiary coordination while the client or authorized decision-maker retains authority.
What I do.
- Attend hospital and skilled-nursing discharge and care conferences, with the right releases in place
- Gather and compare options — home care, assisted living, memory care — with costs, availability and risks
- Coordinate approved vendors, moves, pharmacies and follow-up
- Track every decision, approval, expense and deadline
- Send you a clear written report every week
What I don't do.
I don't make health-care or financial decisions that legally belong to you. I don't sign as your agent, move money from accounts, or provide medical care or legal advice. Medical emergencies always go to 911 and the treating clinicians.
The first 30 days.
- First business day: confirm who decides, who pays, the deadlines and the immediate risks.
- Days 1–3: organize the information, contacts, tasks and pending decisions.
- Days 4–14: carry out the steps you approved; follow up with providers and vendors.
- Days 15–30: confirm things are stable and recommend what comes next — close, hand off, light monthly support, or a formal fiduciary appointment.
Getting started.
- A 15-minute screening call to confirm this is the right fit. There is no charge for this call.
- A written agreement, signed electronically, with fees and the initial advance spelled out.
- The start date is confirmed after the signed agreement and any required initial advance are received, subject to availability.
When this isn't the right fit.
This service works best when someone already holds legal authority and there is a clear way to pay. If no one holds authority, there is an active family dispute over who is in charge, or you need around-the-clock coverage, I'll tell you on the first call and point you to the right resource.
A note on mandated reporting.
Under California Welfare & Institutions Code §15630, professional fiduciaries are mandated reporters of suspected abuse, neglect, or financial exploitation of elders and dependent adults. We will explain this in the first conversation, before sensitive details are shared. It is not a deterrent — it is a protection — and it shapes how the early conversations go.
Consultations are by appointment and held in strict confidence.
Or call 760-33-TRUST (760-338-7878) directly.
Discretion and confidentiality are fundamental to our practice. Information submitted through this form is kept private and used solely for purposes of communication regarding potential fiduciary services.
