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650-701-7676
Over 36 years of experience in the legal field
Over 29 years of experience in Trust and Estate Administration
Member of PFAC (Professional Fiduciary Association of CA)
California Professional Fiduciary, License No. 1348
National Certified Guardian, Certificate No. 14587
Notary Public
Professional fiduciaries provide critical services to seniors, persons with disabilities, and children. They manage matters for clients including daily care, housing and medical needs, and offers financial management services ranging from basic bill paying to estate and investment management.