Services
Every estate is different. You choose how much help you need, from one task to the whole process. Your first 30-minute call is always free.
Available now
Estate organization and paperwork
Gathering and organizing documents, bills, accounts, and records so you can see the full picture.
Inventory and records
Room-by-room inventories of property and belongings, with photos, so everything is documented.
Home cleanouts and property prep
Coordinating cleanouts, donations, and getting a home ready for sale, rental, or return to the family.
Working with banks, agencies, and offices
Help with requests to banks, Social Security, the DMV, utilities, and county offices, with your authorization.
Support for your attorney or executor
Clerical and organizing support to the family's attorney, executor, or trustee so the case keeps moving.
Contract work for licensed fiduciaries
Inventories, home visits, paperwork, and accounting prep for professional fiduciaries who need an extra set of hands.
Daily money help
Organizing mail and bills for older adults, with the family approving every payment. I never hold or control a client's money.
Hourly guidance
Handling things yourself? Book time for questions, tips, and a step-by-step plan.
Trusted referrals
For anything outside my role, I connect you with attorneys, CPAs, realtors, and other professionals.
Coming in 2027, after licensing
I am completing my California Professional Fiduciary license (expected early 2027). Once licensed, I will also be able to serve as:
Successor trustee
Court-appointed conservator or estate administrator
Agent under a power of attorney
Full estate and trust administration, start to finish
Rates
Rates usually range from $50 to $150 per hour, depending on the type of work. Retainers are available for larger projects. Please call for rates. Every service is agreed on in writing before work begins.
Please note: I am not an attorney and do not give legal, tax, or investment advice.
Call 530-483-3213 for your free 30-minute consultation.
