
Welcome!
I specialize in the Fiduciary needs of the LGBTQIA+ community in the greater San Francisco Bay Area.
I also have direct experience with "hoarder" estates. I welcome inquiries about this difficult & troubling challenge.
SERVICES
Fiduciary as Trustee
Implements the terms of Testamentary Trust (Will) or Living Trust
Fiduciary as Agent under PoA
Acts on the client's behalf on all specified issues as Power of Attorney for finance, healthcare, or both
Fiduciary as Conservator
Conservator of the Person and/or Conservator of the Estate
My Promise to You
"I’m ready to support you with patience and understanding during periods of high stress, transition, and loss."
Fiduciary as Personal Representative
Manages and navigates a decedent's estate through probate in accordance with the Will
Money Manager
Assists with developing a budget, paying household bills, organizing paperwork, and maintaining records

"I became a Fiduciary as a result of my own experiences navigating estate settlement, probate, and court activities—all while dealing with the complex feelings that arise from the death of someone we know well."

ABOUT
After being involved personally with the estates of family and friends in California, Hawaii, Michigan, and Washington, I’ve learned that though the law may differ from state to state, some things remain the same. You will need:
-
Knowledgeable guidance through important financial tasks.
-
Access to diverse specialists for activities that are new to most of us.
-
Help through the maze of court proceedings and legal issues.
Seeing—and experiencing—the complications that ensued at a family’s most vulnerable time, I segued from a long engineering career in Silicon Valley to offering my analytical, quantitative, organizational, project management, and financial skills to those in need.
I’m ready to support you with patience and understanding during periods of high stress, transition, and loss.
-
California Licensed Professional Fiduciary (CLPF) #1481
-
Member, Professional Fiduciary Association of California (PFAC).
-
BS, Physics
I also offer the following, which do not necessarily fall under the Fiduciary banner, but are frequently needed for an elderly relative (or for oneself)! These are billed at a separate rate and are negotiable, based upon frequency.
-
Bank, grocery shopping, and hardware store and post office visits.
-
Crypto-currency assets (accounting for and/or education about).
-
Escorting to—and note-taking and advocacy during—medical appointments.
-
Escorting to personal grooming and maintenance appointments (barber and hair salon visits, manicures/pedicures, massages, podiatrists, etc.).
-
Fraud, cyber-security, and privacy education and consulting.
-
Hoarder estates (which usually entail specialized approaches and management).
-
Personal organization services for overall home management (collectibles, garages, hobby rooms, homes, libraries, etc.).
RATE SHEET
Base Fiduciary rate is $175/per hour.
Services are billed in increments of one-tenth of an hour.
All time expended for client benefit is billed, including but not limited to:
-
Accounting / Bill paying
-
Client visits
-
Communication (email, telephone calls, text)
-
Court attendance
-
Document preparation and review
-
Meetings (video and in-person)
-
Research
-
Subcontractor management
-
Travel
Fees are invoiced monthly and paid by client funds.
Fees for conservatorship and decedent estate matters are paid upon court approval.
Financial, legal, or health services may be contracted, and are paid directly from client funds, as deemed necessary by the fiduciary, with court approval if necessary.
CONTACT US
I look forward to hearing about your needs and how I can help.
I respond to inquiries within 24 hours.