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

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

Types of Trusts / Specialties

Hold Durable Power of Attorney, California Licensed Professional Fiduciary

Accepting New Clients

Accepts Trusts/Business in Other States

Contact Jody

619-630-9646

2710 Midway Dr.Unit #371636San Diego, 92110

Send an email to Jody

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