I am a Private Professional Fiduciary, CLPF # 1396. I was licensed 11/15/2023. I currently serve in the following roles: Trustee (terminating trust, SNT, ongoing), Temporary Trustee, Co-Trustee, bill pay person, and difficulty beneficiary handler. I am always looking for educational and network opportunities. My background is in science/biotech and notary loan signing. In between there I was a stay at home mom for 10 years.

Services

Accepting New Clients

Accepts Trusts/Business in Other States

Services Offered

Trustee, Trustee - Special Needs, Trustee - Successor, Trustee - Co-Trustee

Types of Trusts / Specialties

Hold Durable Power of Attorney, California Licensed Professional Fiduciary

Contact Jody

619-630-9646

2710 Midway Dr. Unit #371636 San Diego, 92110

Send an email to Jody

Hidden
Hidden

By submitting this form, you may receive communications via email from ITA. We promise your data will not be sold or used in any way other than to communicate directly with you. View our privacy policy.