Fiduciary & Trustee Services in Orange County and the Inland Empire
Families across Orange County and the Inland Empire deserve a steady, impartial hand during life's most difficult transitions. I provide professional fiduciary, trustee, and conservatorship services to individuals and families throughout Southern California — bringing the diligence, transparency, and compassion that define my practice.
I am a California-licensed Professional Fiduciary (CLPF #1663) and a National Certified Guardian (NCG #16646), licensed and regulated by the California Professional Fiduciary Bureau. That license allows me to serve in both private appointments — as a trustee or under a power of attorney — and in court-appointed roles, including conservatorships and court-supervised trustee appointments. Whether your family needs a private fiduciary or one the court can appoint and oversee, I bring the same accountability and care to the work.
How I Serve California 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.
Conservator (of the Person and/or Estate) — When the court appoints a professional to protect an adult who can no longer manage their own care or finances, I serve as conservator with the diligence, transparency, and reporting the role requires.
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 (Advance Health Care Directive) — Serving as the agent named in an Advance Health Care Directive, 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 California practice includes both private fiduciary roles and court-appointed appointments. As a licensed professional fiduciary, I can be named privately in your estate documents or appointed and supervised by the probate court — whichever best fits your family's situation.
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. Southern California families have trusted me with their most personal decisions for years, and I bring that same attentive stewardship to every fiduciary engagement.
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.