Our Services

CONSERVATORSHIP OF THE PERSON

We provide court-supervised personal care oversight for individuals who cannot safely manage their daily needs. This includes:

• Medical care coordination

• Housing placements

• Caregiver and facility oversight

• Mental health coordination

• Personalized care planning

• Family communication and court reporting

CONSERVATORSHIP OF THE ESTATE

We manage financial matters with strict court supervision and full transparency, including:

• Bill paying and budgeting

• Income and benefit management

• Asset protection

• Investment oversight

• Tax coordination

• Court accountings and reporting

SPECIAL NEEDS TRUST ADMINISTRATION

We administer Special Needs Trusts to protect eligibility for:

• SSI

• Medi-Cal

• Housing

• Disability services

While using trust funds to enhance the beneficiary’s quality of life through:

• Education

• Transportation

• Recreation

• Support services

• Medical and therapeutic care

SUCCESSOR TRUSTEE SERVICES

We serve as neutral successor trustee for families seeking long-term, professional trust administration after they are no longer able to serve or where they prefer a neutral party to carry out their wishes after they're gone.