Professional Fiduciary Services
Trusted stewardship for families across Orange County and Inland Empire
When a loved one can no longer manage their own affairs — or when a trust or estate needs an impartial, capable hand — families need someone they can trust completely. As a Licensed Professional Fiduciary, I step in to manage finances, oversee care, and carry out wishes with diligence, transparency, and accountability to your family. With more than two decades of experience guiding families through senior care and life's most difficult transitions, I bring both the rigor the role demands and the compassion these moments deserve.
Contact Us
Serving Orange County & the Inland Empire, California
melissa@kakukfiduciary.com
(949) 755-4138
Services
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, with no family conflict.
Conservatorships — Estate & Person
When appointed by the court, I manage the finances and oversee the care, housing, and medical decisions of an adult who can no longer manage on their own — always under court supervision, and always protecting their dignity.
Power of Attorney & Daily Money Management
Acting under a durable power of attorney or as a daily money manager, I handle bill payment, financial decisions, and everyday money matters for clients who need a trusted, accountable hand.
"To care for those who once cared for us is one of the highest honors."
– Tia Walker
Get in Touch
Schedule a complimentary consultation to discuss your needs and explore how I can help. There's no obligation, and everything you share is treated with discretion.