I specialize in the Fiduciary needs of the LGBTQIA+ community in the greater San Francisco Bay Area.
California Licensed Professional Fiduciary (CLPF) #1481
National Certified Guardian
Member, Professional Fiduciary Association of California (PFAC)
BS, Physics
Services:
- Trustee
- Powers of Attorney
- Personal Representative
- Money Manager / Bill Payer
I also offer the following services that are not traditional Fiduciary services:
- 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.).