Serving seniors, people with mental and physical disabilities, and children who do not have a family member with the skills or proximity to manage and protect their money and/or healthcare needs before and/or after they die, also those who do not have the knowledge or ability to manage these affairs themselves.
We currently offer the following services:
* Trust Administration
* Special Needs Trust Administration
* POA and AHCD Services
* Conservatorship Services
* Probate Administration
* Care Management Services
* Dept. of Veterans Affairs Representative Payee Services
Please visit our website www.protect-your-legacy.com for more information.
Services
Accepting New Clients
Yes
Accepts Trusts/Business in Other States
No
Services Offered
Trustee, Trustee - Special Needs, Trustee - Successor
Types of Trusts / Specialties
California Licensed Professional FiduciaryContact Natalie
3031 Stanford Ranch Rd. Suite 2 #221 Rocklin, California 95765