I do not have strict financial or asset requirements for my clients. Each case is evaluated individually, and I strive to work with clients who can benefit from my fiduciary services.

My fees vary depending on the complexity of the case and the services required. For fiduciary services like conservatorships, trust management, and estate administration, I charge a standard hourly rate. Additionally, some estate cases may involve statutory fees or compensation as outlined in the terms of a trust or by the court. For specific details, I encourage you to reach out for a tailored estimate.

When evaluating whether to accept a case, I consider several factors: the complexity of the case, the needs of the client, and my current caseload. I take the time to meet with involved parties to better understand the situation before making a decision.

I believe in fostering positive relationships with family members and beneficiaries while ensuring that the legal and fiduciary responsibilities are met. Though decision-making authority often transfers to me, I value family input and work to make the best decisions for all involved.

Upon appointment, I assume decision-making authority over specific areas such as finances or personal care. While this authority may reduce or remove the decision-making role of certain family members, I always strive to involve them in discussions when appropriate. Naturally, adhering to legal and court-mandated responsibilities is paramount.

I strictly adhere to privacy standards, including HIPAA compliance for medical information. Financial details, wills, trusts, and other sensitive documents are handled with the utmost confidentiality. Unless legally required, I do not disclose these details without the appropriate permissions.

I understand that many fiduciary cases arise from family conflicts. My role is to remain neutral, treating all parties with respect and aiming to resolve issues in the best interest of the protected individual or estate. I am experienced in managing tense or contentious situations while keeping the client’s needs at the forefront.

I primarily serve clients within the Greater Los Angeles and Orange County area, though I am open to considering cases from surrounding areas depending on availability and the nature of the case.

If financial mismanagement occurs before our appointment, I will assess the situation to determine if asset recovery is feasible. This depends on the court’s authority, available evidence, and the practicality of pursuing recovery. In some cases, legal action may be necessary, but I always weigh the potential benefits against the costs.