We Help Seniors, Dependent Adults, and Their Families.. To Better Manage, and Protect... Their Trusts, Estates, Personal Care, and Independence.
- We Have Extensive Experience -Trustee, Conservator, Executor, Administrator, Financial Agent, Geriatric Care Manager, Patient/Hospital Care Advocate, Home Management
- We Provide - Assistance, Administration, Consultation, Education, Mediation, Protection, Help!
- We Serve In Support Of, or In Place Of Family - When They Can't, Won't, Are Not Qualified, Or Not Available
- We Understand And Care - We are Senior Parents and Adult Children of Elders. We have Extensive Life Experience. We have dealt with the most difficult and sensitive Family issues, in both Life and Death.
- We are Skilled Professionals - Licensed, Broadly Educated, Highly Capable, Neutral, Accountable.
- Under Law, We Must Put Your Interests First, Faithfully, Honestly, Fairly, and Effectively.
We are California Licensed Private Professional Fiduciaries and National Certified Guardians, adhering to a strict professional code of ethics, regulated by the California dept of Consumer Affairs, and licensed by the Fiduciaries Bureau of California.
Let us apply our extensive knowledge, skills, and life experience to help you manage your busy and complex life.