We have been involved in family estates, trusts, personal finances, conservatorships, elder care, and the mental health system for over 20 years.
Sue, a former Special Education teacher for the physically disabled and multi-handicapped, has first-hand experience with special needs issues, Elder financial abuse, Elder issues, the legal system, and mental health advocacy. As a co-founder ofKiwanis Special Games, Sue won community service awards from Parents Helping Parentsand SCC Kiwanis. She uses her extensive life experience to help people with their Care Management, and to prevent elder abuse.
Dave worked in the Electronics industry for over 20 years, most recently managing a $40M high-tech product line. In addition to serving as a family Trustee, Executor, and Estate Manager, his extensive experience included financial and project management, real estate, investments, asset protection, and in-home assistance for Elders. He puts his extensive skill sets and life experience to work full time, serving and helping people in need.
We have been serving professionallyas Private Fiduciaries, Care/Case Managers, Patient Advocate, Family Trust Mediator, and Elder advisor/helpers.
California Licensed Private Professional Fiduciaries, adhering to a strict professional code of ethics, regulated by the California dept of Consumer Affairs, and licensed by the Fiduciaries Bureau of California.
What is a Professional Fiduciary?
Neutral, Accountable, Trustworthy.
Under Law, We Must Put Your Interests First, Faithfully, Honestly, Fairly, and Effectively.
What do Private Fiduciaries do?
We serve in positions of trust, such as Trustees, Executors, Agents.
Why Choose a Private Fiduciary?
We help when family is not able, not capable, or not available. We are knowledgeable and skilled, and advocate for YOUR interests.
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