I am not an expert. I, like many, am learning. I use resources, I refer people to resources, I take classes, go to seminars and attend groups sessions to gain knowledge and learn from others experiences. What makes a licensed professional Fiduciary different, and me in particular, is that we advocate and serve for a living. There is a bit more experience we have when it comes to administering Trusts and acting as Conservators for person and estate so that gives us familiarity of routine and potential problems/issues that will be faced.
What I try to do on my website is to give you hope, encouragement and tools to use in your caregiving and/or administration. There are many people who choose not to use my services or that of my fellow Fiduciaries because, well, because they just want somebody they know to do the work, and you…you may be one of those honored to serve but clueless or just needing some help in performing your service so why should I keep information to myself? I don’t and won’t!
I have been taking classes and going to seminars on two subjects recently to increase awareness and learn how to serve my clients who are beneficiaries in a Special Needs Trusts or are LGBT (Lesbian, Gay, Bisexual, Transgender). I will be sharing what I learn and how this knowledge has helped me serve my current clients (and my future clients as well).
While my office is in Lincoln CA, I serve Placer, Sacramento, Sutter, Yolo, Solano, El Dorado, Yuba counties. Depending on what is required I can also serve counties like Humbolt and beyond.
Call for your free consultation. 916-220-3474
Yours in Service,