Fiduciary Services

by | Feb 27, 2014 | Our Services

See a complete list of our services Trust Services Lisa and Matt both hold post-baccalaureate certificates in Professional Fiduciary Management for Trustees from California State University Fullerton, and serve independently as trustee, successor trustee, and trust...

Agent for Healthcare

by | Feb 27, 2014 | Our Services

See a complete list of our services Conservator Lisa and Matt also both hold post-baccalaureate certificates in Professional Fiduciary Management for Conservators from California State University Fullerton. They serve as conservator of the of the person (medical and...