Fiduciary & Trustee Services in the Dallas–Fort Worth Metroplex

Families across the Dallas–Fort Worth metroplex deserve a steady, impartial hand during life's most difficult transitions. I provide private fiduciary, trustee, and consulting services to individuals and families throughout the DFW area — bringing the same diligence, transparency, and compassion that define my practice in California.

I am a California-licensed Professional Fiduciary (CLPF #1663) and a National Certified Guardian (NCG #16646). In Texas, private fiduciary roles — such as serving as a trustee or as an agent under a power of attorney — do not require a state license; they are private appointments made through a trust, a power of attorney, or a consulting agreement. I serve DFW families through exactly these private engagements.

How I Serve Texas Families

Trustee & Successor Trustee — I serve as trustee or successor trustee for living trusts, special needs trusts, and other trusts — managing assets, making distributions, filing accountings, and carrying out the trust's terms exactly as intended.

Agent under a Financial (Durable) Power of Attorney — Acting under a durable power of attorney, I manage day-to-day finances and longer-term financial decisions for clients who need a trusted, accountable hand.

Health Care Agent (Medical Power of Attorney) — Serving under a medical power of attorney, I make and coordinate medical decisions in line with a client's documented wishes when they are unable to do so themselves.

Consulting & Life Management — For families navigating care, finances, and complex transitions, I provide experienced guidance — helping you organize, plan, and make confident decisions.

Representative Payee — Where appropriate, I serve as a Social Security Representative Payee as a complementary service to an existing engagement.

A note on scope

My Texas practice focuses on private, non-court-appointed fiduciary roles. I do not accept court-supervised guardianship appointments in Texas.

Why families choose me

My path to fiduciary work began in senior care — more than two decades helping families coordinate support and navigate difficult transitions. That experience shapes how I serve every client: I understand not just the financial and legal mechanics, but the human realities behind them — the worry, the family dynamics, and the dignity that must be protected at every step. I'm committed to giving Texas families the same trusted, attentive stewardship I've long provided in California.

Schedule a complimentary consultation to discuss your family's situation and how I can help. There's no obligation, and everything you share is treated with care and discretion.